Solicitors
ReceivesSOLSolicitor Pack
What changes
Probate practitioners, private client lawyers, will-writers. Your first meeting becomes a second meeting.
What this removes from the first meeting
A Valoren client arrives with the estate already discovered — so you start on substance, not stationery.
0–0 hrs
Saved per estate
The discovery and chasing a prepared client removes from each matter — often enough for the partnership to pay for itself in the first probate alone.
£0–0
Per hour you bill against
Every hour of discovery a client has already done is an hour you don't write off — or bill a grieving family for.
Day one
On substance
The first meeting becomes the second: the facts are in front of you, and the matter can begin properly.
The best-prepared client is the most profitable matter — and the one most likely to refer the next.
Use with a client before the first meetingProbate cost calculator IHT calculator LPA cost calculator
Discipline packs — composed from 33 recordsView all packs
See the format first
Request a specimen Solicitor Pack
The exact document a prepared client hands over — asset register, document locations, executor contacts, every reference number. Judge it before deciding anything else.
The problem you already know
Most new client engagements begin with three months of admin.
I
The first meeting that isn't
The client doesn't have what you asked for. They thought they did. They'll bring it next time.
II
The chase
Email reminders. Document requests. Bank statements arriving piecemeal. The matter sits in your work-in-progress for weeks.
III
The reconstruction
When the documents finally arrive, half are out of date. You build the picture yourself, billable hour by billable hour, and the client wonders why it costs so much.
Valoren prepares records, estimates and handover packs. Where a client needs regulated advice, exact figures, or a financial plan, the matter routes into Signum's authorised lane for advisor-signed delivery. No cash commission is paid to regulated professionals.
What your client arrives with
Five pack types. One per discipline.
Each Valoren client has 33 records — built and kept current in the Valoren system. Those records compose into discipline-specific packs — the bridge between your client's documentation and your professional engagement.
01 / 05
Solicitor Pack
View this packWills, probate, estate administration, contentious estates
Composed fromP-01P-02P-03P-05P-06R-01R-03E-01
Asset register, beneficiaries map, existing legal instruments, executor contacts, location codes for physical originals, response brief.
What it changes
Fact-finding shifts from a paper-chase to a structured review.
02 / 05
IFA Pack
Specimen on requestFinancial planning, retirement, intergenerational wealth
Composed fromP-02P-03P-10R-01E-01
Complete asset and liability picture, all pensions and policies with reference numbers, income sources, tax position, beneficiary nominations.
What it changes
Suitability assessment begins with a complete asset and policy picture.
03 / 05
Accountant Pack
Specimen on requestTax returns, IHT planning, business affairs
Composed fromP-02P-10P-12R-01
Income sources, accounts, holdings, business interests, tax-relevant gifts and transfers, advisor contacts.
What it changes
Year-end onboarding for new clients arrives organised, not reconstructed.
04 / 05
Executor Pack
View this packActive probate. The single most important pack.
Composed fromR-01R-02P summaryE-01E-02E-10
Master registry, verification log, summary of every record, response briefs, letter of instruction, location codes for everything physical.
What it changes
Executor work begins with the registry already built — not from blank.
05 / 05
Medical Pack
View this packHospital admissions, capacity events, ongoing care
Composed fromP-08E-02E-04
GP and consultants, current medication, allergies, conditions, advance decision, Lasting Power of Attorney status, next-of-kin escalation.
What it changes
Critical information available at the bedside in under five minutes.
Who this is for
Five disciplines. One canonical client record.
IFAs & wealth
ReceivesIFAIFA Pack
What changes
Suitability assessment with a complete asset picture. Annual reviews against a single source of truth.
Accountants
ReceivesACCAccountant Pack
What changes
IHT planning, intergenerational tax, business succession. The information arrives organised.
Estate planners
ReceivesEXEExecutor Pack
What changes
Cross-discipline coordination across solicitor, IFA, and accountant against one canonical client record.
Care & medical
ReceivesMEDMedical Pack
What changes
GPs, consultants, care coordinators. Reliable medical and contact information when capacity is the issue.
Professional referral policy
Refer your clients to Valoren. Receive theirs back, prepared.
Valoren is not a competitor to your service. It is the documentation layer that sits underneath it. Where a client needs regulated advice beyond your engagement, Signum — the specialist practice in our group — puts it in front of the right qualified professional.
If you would like to be on the referral roster — or to refer your own clients to Valoren — get in touch.
Contact the referral teamOn the roster
Listed in the Valoren professional directory
Inbound referrals matched on discipline + region
Pre-prepared client packs at every introduction
Optional Signum tie-in for joint deliverables
No fee to join · No exclusivity required
See it for yourself
Request a sample pack.
We'll send a redacted Solicitor Pack and an Executor Pack so you can see exactly what arrives on your desk when a Valoren client engages your firm.