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Update plan: keeping your estate file current without unrealistic effort.

A file that is not updated quickly becomes unusable. VALORA implements a simple method: frequency, triggers, and responsibilities.

Set up my update plan
See "What you receive"

WHY IT FAILS (and how to avoid it)

Why files “die”: no frequency, no triggers

Without a routine, changes accumulate: new accounts, moves, changes in insurers, sales and purchases, new contracts.

VALORA Solution

  • a realistic frequency (annual or semi-annual)

  • simple triggers (events)

  • a short checklist (what is being verified)

What you receive

  • Frequency (annual / semi-annual)

  • Triggers (purchase/sale, change of institution, moving, etc.)

  • Validation checklist (inventory, index, access, contacts)

  • Roles: who updates what, who is informed, who is authorized

Format: simple, actionable

  • A “10–20 minute” checklist (short version)

  • A “complete review” checklist (long version)

  • An update log (what changed, when, why)

FAQ

Annual or semi-annual works in most cases, with triggers for major changes.

A refresh (re-evaluation) can be performed to get back on track.

According to your rules and authorized persons.

It is not “mandatory,” but without updates, the value of the file decreases.

$160/hr/person; milestone-based updates (often shorter than the initial creation).

Yes, with defined access rules and responsibilities.