Update plan: keep your estate file current, without unrealistic effort.
A file that isn’t kept up to date quickly becomes unusable. VALORA puts a simple method in place: cadence, triggers and responsibilities.
WHY IT FAILS (and how to avoid it)
Why files “die”: no cadence, no triggers
Without a routine, changes pile up: new accounts, moves, new insurers, sales and purchases, new contracts.
The VALORA solution
- a realistic cadence (annual or semi-annual)
- simple triggers (life events)
- a short checklist (what we verify)
What you receive
- Cadence (annual / semi-annual)
- Triggers (purchase/sale, change of institution, move, etc.)
- Validation checklist (inventory, index, access, contacts)
- Roles: who updates what, who is informed, who is authorized
Format: simple and actionable
- A “10–20 minute” checklist (short version)
- A “full review” checklist (long version)
- An update log (what changed, when, why)
FAQ
Annual or semi-annual updates work in most cases, with triggers in the event of a major change.
We can do a refresh (reassessment) and start again.
According to your rules and your authorized people.
It isn’t “mandatory,” but without updates, the file loses value.
$160/h/person; updates by milestone (often shorter than the initial creation).
Yes, with defined access rules and responsibilities.