Making or updating a will
WILLAsset register, the location of any existing will, the intended beneficiary structure and any complications — ready for the first meeting.
What it readies
Drafting can begin against a complete picture.
II · The standard first meeting
Most engagements open on administration.
What changes when the facts arrive first
Without preparation
The matter waits on its own scaffolding
—The first half-hour goes on basic fact-finding
—“Is there a will?” — and nobody is quite sure where it is
—Property held as joint tenants, or tenants in common? Unconfirmed
—The asset list assembled from memory, then chased by email
—A second meeting booked to fill the gaps
—Every minute billed at the private-client rate
With the Solicitor Pack
The first meeting can be real work
The facts arrive before the meeting opens
Will status, location and named executor — already on record
Property ownership type — recorded, not reconstructed
The asset picture drawn from records the client keeps current
The first meeting can open on advice, not administration
The billable hour spent on judgement, not collection
The work is the same work. What changes is where the first hour goes — and whether the second meeting is needed at all.
III · The economics
The hours it hands back.
Honest arithmetic · the saving is in the preparation
The case for the pack is not a slogan; it is the fee clock. Asset-discovery on an estate is billed at the private-client rate — and on a disorganised estate it is hours of it.
A solicitor charges £250–£350/hour to discover a deceased client's assets. Hand them the records on day one of probate and you save them 8–15 hours per estate. Partnerships are shaped per organisation — no seat minimums, no upfront commitment.
Valoren · Bureau Partner brief
£200–450
per hour
the rate a solicitor charges to discover a deceased client's assets
8–15
hours per estate
what handing over the records on day one may save them
First matter
typically
when the partnership pays for itself, per canon
Figures are typical, not guaranteed — every estate differs, and the saving depends on how complete the client's records are. Valoren does not promise an outcome; it removes the reconstruction.
IV · What the pack holds
Six things, answered before the meeting.
Composed from the client's records · not a questionnaire
01
Will and LPA status, with locations
Whether they exist, where the originals are held, and who the executors and attorneys are.
The solicitor's first question — answered before the meeting begins.
FromCivil DossierPolicy IndexLegal Instruments
02
Property ownership type
Joint tenants or tenants in common — the distinction that governs survivorship, inheritance tax and estate planning.
Recorded once, kept current by the client.
FromProperty Folio
03
Family composition and dependants
Who would be affected, and any known complications — stated plainly for the solicitor, not reconstructed from memory under the fee clock.
FromDependent Care & HandoffPeople, Authority & Contacts
04
Assets, accounts and the estate picture
Financial accounts, holdings, policies, property and pensions, each with its reference.
Enough to advise on, rather than two intake meetings spent chasing statements.
FromFinancial AccountsAsset InventoryIncome & Outgoings
05
Beneficiaries and executor contacts
The intended beneficiary structure and the people who will need to be reached — names and references gathered in one place, ready for the file.
FromMaster RegistryPeople, Authority & Contacts
06
Location codes for the physical originals
Where the deeds, the signed will and the certificates physically sit — so nothing material to the matter has to be hunted for later.
FromDeath & Estate Activation
Where the line sits
Valoren does not give legal advice and does not replace your solicitor. It compiles the schedule; the regulated professional executes the regulated instrument — sooner, and better evidenced. Every pack is prepared from the client's own records and reviewed by them before it goes anywhere.
V · The handover
From record to your desk.
Composed · reviewed · delivered
No parallel intake, no re-keyed forms. The records the client already keeps become the brief on your desk.
I.
I · The records
Already there, kept current
The client holds their records in Valoren — legal, financial, property, family — and keeps them current. The pack draws only on the records relevant to legal and estate work. Nothing is re-entered for the meeting.
II.
II · Composition
The pack composes on demand
When a solicitor is needed, the relevant pack is composed from those existing records: will and LPA status, property ownership type, the asset picture, the family detail. There is no parallel intake.
III.
III · Review
Reviewed before it leaves
The client reviews the compiled brief before it goes anywhere. It is their record, presented in their words — not a profile assembled about them.
IV.
IV · Delivery
One secured link to your desk
Shared in advance, or carried into the appointment: a single secured link — no passcode, no login. Time-limited and revocable at any moment, with access logged on both sides.
VI · When a client brings it
Four engagements. One brief, ready.
The same pack, read against the matter at hand
Setting up a Lasting Power of Attorney
LPAThe current or proposed attorneys, any advance decision already in place, and the relevant legal records gathered alongside.
What it readies
The instruction starts from facts, not a questionnaire.
Estate and inheritance-tax planning
IHTThe full picture across property, accounts and policies — ownership types, jointly-held assets and gifting history where the client has recorded it.
What it readies
Planning opens with the estate already mapped.
Supporting a probate engagement
PROBWhat a probate solicitor would otherwise rebuild from nothing: a record of every asset, account and contact, with the originals located.
For the firm · two-way referral
The documentation layer beneath your service.
Valoren is not a competitor to a solicitor — it is the layer that sits underneath the engagement. Simple wills within a signed-off boundary are prepared directly; anything beyond that boundary — and all regulated work — sits with qualified practitioners: yours, or the specialists at Signum, the practice in our group.
The relationship is SRA-compliant by design: no cash commission to regulated professionals, a directory listing rather than an introduction, and a redacted specimen pack on request so you can see exactly what arrives. Bureau Partner — below — is the only paid relationship.
A formatted brief, ready for the first meeting — no fact-find required
Current data on demand, controlled by the client, never out of date
One secured link per matter — time-limited, revocable, audit-logged
A redacted specimen pack on request, so you see exactly what arrives
Bureau Partner · professional partnerships
Hand your top clients a Valoren system as part of your service. They get a system you couldn't build internally for ten times the price; you keep the relationship.
Includes
Branded invitation email per client (your firm name + logo)
Co-branded onboarding flow + welcome pack
Quarterly readiness report per client (white-labelled)
Direct line to a UK Specialist for build-session escalations
Terms shaped per organisation — no seat minimums, no upfront commitment
No exit-friction: clients keep their records even if your firm leaves
Talk to us about partnering See it for yourself
Request a specimen pack.
We will send a redacted Solicitor Pack — and an Executor Pack alongside it — so you can see exactly what arrives on your desk when a Valoren client engages your firm. Free, no commitment.
A client, rather than a firm? The Solicitor Pack is included in The Household Continuity Dossier and above.