Two documents priced against the professional alternative — not as a substitute for it, but as the institutional version, prepared by hand.
£0–0
A diagnostic, read for you
An hour with a senior private-client solicitor can cost £250–500 (plus VAT) — indicative, and varying by firm and region. The Estate Readiness Audit, at £79, is a structured reading of your own position, with the costed twelve-month schedule such an appointment rarely hands back.
£0–0
Full estate administration
A solicitor's full estate-administration engagement may run to £3,000–8,000 (plus VAT) for a straightforward estate — an indicative planning band, not a quote. The Executor's First Hour Pack does not replace that where it is needed; it can make both your work and theirs more efficient.
None of these figures is a quote, and none promises a saving. Each is the professional cost the document sits beside — so the price reads against something.
Before the paid products — read these first
§I
The free institutional library.
Most households who engage with Valoren never buy any of the five paid products below. They read the free library — eleven institutional briefs covering bereavement, capacity, family continuity, records mapping, new parent setup, executor sample, and more — and that is their whole interaction. The library exists because UK households deserve substantive institutional paperwork without paying for it.
Plus six more in the library — Day-1 Registration Brief, Tell Us Once Companion, Funeral Director Brief, Executor's First Hour standalone, If I Lose Capacity Tomorrow, Family Meeting Agenda, Trusted Persons Briefing, Dependent Care Emergency Sheet, Pet Care Handoff Note, New Parent Family Setup, Mini-Audit. Browse the full library →
The five paid one-off products
§II
Five products for when a subscription doesn't fit.
Each is calibrated to a distinct audience. The Estate Readiness Audit is for households planning ahead who want a deeper diagnostic before committing to a subscription. The Executor's First Hour Pack is for someone administering another person's estate — a role their own subscription doesn't serve.
A word on what these are, against the free library above. A free brief is a finished institutional document you read on an illustrative household and may complete yourself — the method, shown to you. A paid pack is a different kind of thing: a bundle of compositions, broader in coverage, composed by hand from a short intake and delivered as finished documents for your household. Each card below sets out plainly what its matching free brief gives you, and what the pack adds.
Executor · Two documents within one business day · £29 one-off
The Executor's Register
The register an executor is asked for, and the order to notify people in.
Being named executor starts with two questions nobody hands you an answer to: what was actually owned and owed, and who has to be told, in what order. The Executor's Register answers both from what you supply — an Asset & Liability Register of the estate's institutions and obligations, and a Notification Sequence that puts the contacting in a defensible order rather than whichever letter surfaces first.
Both are written up from your intake and read by a person before they are sent. It is the register you would otherwise build yourself in a notebook over a fortnight, done in one business day.
Product details
What you receive
Two documents as a print-ready PDF set — an Asset & Liability Register and a Notification Sequence, both written up from the estate details you supply.
Audience
Someone recently named executor and starting the admin — or a will-maker preparing the organised register alongside their will. Not for an acute first hour; that is Executor's First Hour.
Questionnaire
Institution names and obligations. No account numbers, no sort codes, no balances — the finished set is safe to leave in a file.
Refund window
14 days. Easy Exit Guarantee.
Status (August 2026)
Available now. Prepared from your intake, checked by a person, and delivered within one business day to the email you provide.
What's inside · 2 sections
01
Asset & Liability Register
What the estate holds and what it owes, by institution — the document you are repeatedly asked to produce and never given a format for
02
Notification Sequence
Who has to be told and in what order, so the sequence is defensible rather than whichever letter arrived first
Starter · Done for you within one business day · £29 one-off
The Family Handover Kit
The page your family opens first — written up from what you tell us.
Starter · Done for you within one business day
The Family Handover Kit is for the household that wants the first thing done for them. A short intake — five sections, ten to fifteen minutes — and within one business day you have a finished, printed-ready brief: who to call first, where things are kept, the legal position, and the first-hour medical, financial and digital answers. Emailed within one business day. Your printed copy follows in the post — allow up to 10 working days; it's usually sooner.
It is the entry rung of the Household Continuity Dossier: the free checklist on that page shows you the parts; the Brief writes them up from your answers. No subscription, no account — a one-off document you own.
For comparison: printed estate organisers and fill-in kits sell at £15–£76 as blank forms you complete yourself. The Brief at £29 arrives already written from your answers, within one business day.
Product details
What you receive
A personalised Family Handover Kit, delivered as a print-ready PDF — the single page your family opens first, backed by the six-part detail behind it. Your printed copy follows in the post — allow up to 10 working days; it's usually sooner.
Audience
Households that want the first artefact done for them — before, or instead of, building the full dossier.
Questionnaire
10–15 minutes. Five short sections. Institution names only — no account numbers, no passwords, no balances.
Refund window
30 days, money-back, on the Kit.
Status (August 2026)
Available now. Prepared from your intake, personally checked, and delivered within one business day to the email you provide. Your printed copy follows in the post — allow up to 10 working days; it's usually sooner.
What's inside · 8 sections
01
Whose brief this is
The household named at the head of every page — so the person holding it knows it is theirs to act on
02
Who to call first
One named person, relationship, and a number that works — and who to try if they can't be reached
03
Where things are kept
The drawer, the safe, the solicitor's office — named, not assumed
04
The legal position
Whether a will exists and where it is; whether a Lasting Power of Attorney is registered
05
The medical essentials
The questions a hospital asks in the first hour, answered in advance
06
The financial picture
The institutions your family would need to notify — names only, never account numbers
07
Digital access
Where the digital life lives and who can reach it — pointers, never passwords
08
Anything else your family should know
The household's own words — the things no form thinks to ask
How this differs from the free brief
The free brief is the method, shown to you. This pack is the method applied to your household — bundled, broader, and composed by hand. Both are genuinely useful; they are different kinds of thing.
The free brief gives you
Free · no card required
Shows every part a complete kit contains — the full anatomy
Print it and fill it in by hand, over an afternoon
Free, instant, no email — the shortest route to something in the drawer
Generic by design: the same checklist for every household
This pack adds
£29 one-off · prepared by hand
Written up from your own answers — names, places, positions
Finished and delivered within one business day, print-ready
Covers the first-hour medical, financial and digital essentials
No subscription, no account — a document you own outright
Start with the free handover checklist → if you only need the reading. Step up to the pack when you want it done for your household. The Household Continuity Dossier register (£195 first year, then £99/year) keeps what you produce current as your circumstances change.
Why £29?
Printed estate organisers and fill-in kits: £15–£76, blank — you do the writing.
A solicitor's hour, if you asked one to do this: £200+.
The Family Handover Kit: £29, written from your answers and delivered within one business day.
Diagnostic · Pre-event planning · £79 one-off
Estate Readiness Audit
A ten-question diagnostic of your household's records position.
What arrives · the analysis
A reading of where you actually stand.
A personalised sixteen-page audit: your four-quadrant readiness reading, the three records most worth addressing first, and a costed twelve-month schedule — the structured analysis a £250–500 solicitor appointment rarely hands you.
£250–500
A STEP solicitor diagnostic
£79
The Audit
16 pp
Personalised, by hand
The Estate Readiness Audit is for the household whose answer to "how are your records?" is "I'm not sure, and I don't want to commit to a subscription platform without finding out." Ten questions across the planning, registry, situation, and event-brief quadrants. Output: a sequenced twelve-month remediation schedule showing which records to address in what order, with cost estimates for each.
It is deeper than the free Records Roadmap (which surfaces three priorities from four answers) and shallower than The Household Continuity Dossier subscription (which hosts the full thirty-three-record architecture). For the household who wants clarity on their position without committing to ongoing platform engagement, the Audit is the right product.
For comparison: a STEP-affiliated solicitor diagnostic appointment typically costs £250–£500. The Audit at £79 is a structured institutional reading at roughly a quarter of that, with a remediation schedule that the solicitor appointment usually doesn't produce.
Product details
What you receive
A ~16-page personalised audit document, delivered as PDF, covering ten structured sections including a 12-month remediation schedule.
Audience
Households planning for their own future, currently uncommitted to ongoing platform engagement.
Questionnaire
20–30 minutes. Plain English. Ten questions.
Refund window
14 days. Easy Exit Guarantee.
Status (June 2026)
Available now. A short intake, then your personalised audit prepared by hand and delivered within one business day as a PDF to the email you provide. 14-day refund.
What's inside · 10 sections
01
Why this audit exists
Your household's situational anchor — what triggered the audit, what it is for, what it is not
Named in priority order, with the operational reason each ranks where it does
04
A three-month working order
Week-by-week sequence so the priority records move into place without overwhelm
05
Capacity safeguards beyond the LPAs
ADRT, Statement of Wishes, DNACPR, and the deputyship path you avoid with timely LPAs
06
The IHT exposure reading
Where your estate sits against current thresholds, what the figure would be today, what could change it
07
The probate path your estate will take
DIY, hybrid, or solicitor full-service — which is right for your circumstances, and why
08
The household-records architecture
Your position against the canonical 33-record model — what you have, what is partial, what is absent
09
The conversation framework with family
How to bring the audit to the household — opening, three questions, script for resistance
10
The annual refresh discipline
What to check each year, what triggers an out-of-cycle refresh, the month-12 handover
How this differs from the free brief
The free brief is the method, shown to you. This pack is the method applied to your household — bundled, broader, and composed by hand. Both are genuinely useful; they are different kinds of thing.
The free brief gives you
Free · no card required
Four questions, surfacing three priorities — the quadrant reading
A nine-page brief, same methodology, read on a sample household
Names what to address first; stops short of the full plan
Free, instant, no card — the shortest entry to the method
This pack adds
£79 one-off · prepared by hand
Ten questions across all four quadrants — a fuller diagnostic
A ~16-page reading of your own household, prepared by hand
Adds a costed, week-by-week twelve-month remediation schedule
Adds IHT exposure, probate-path and the 33-record readings
Start with the free Records Roadmap → if you only need the reading. Step up to the pack when you want it done for your household. The Household Continuity Dossier register (£195 first year, then £99/year) keeps what you produce current as your circumstances change.
Why £79?
STEP-affiliated solicitor diagnostic: £250–500 for a single appointment.
Senior advisory hour at a private wealth firm: £200–300.
Valoren Estate Readiness Audit: £79, prepared by hand within one business day, delivered with a written 12-month remediation schedule.
The planning conversations your family needs to have — prepared as one document.
Bespoke pack · Ageing-parent planning
Caring for a Parent is for the adult child watching a parent age and wondering what has to happen before the crisis, not after it. One personalised document, twelve sections: the Lasting Power of Attorney position, banking access, NHS and GP access, care funding, the house, the benefits families routinely miss — and the sibling coordination that decides whether all of it goes calmly or badly.
It is personally prepared from your intake — your parent's actual position, not a generic guide — and delivered within one business day. No subscription, no account. If the household later wants the parent's affairs held and prompted year-round, that is what the Household Continuity Dossier is for.
For comparison: a single solicitor consultation on LPA and care planning typically runs £200–£400 and produces advice, not an artefact. Caring for a Parent at £79 is a personally-prepared pack covering the whole terrain, delivered the same afternoon.
Product details
What you receive
One personalised document, twelve sections, delivered as PDF — the LPA route, banking, NHS access, care funding, the house, benefits, siblings, and what you must not do.
Audience
Adult children of a parent aged 65+, especially where no LPA is registered yet or a health/care transition is approaching.
Questionnaire
15–25 minutes. Plain English. Your parent's situation, not textbook cases.
Refund window
14 days. Easy Exit Guarantee.
Status (August 2026)
Available now. Personally prepared and delivered within one business day to the email you provide.
What's inside · 10 sections
01
Early warning signs — when to act
Recognising the moment before the crisis names itself
02
Lasting Power of Attorney — if one exists
Activating it: what the registered document actually lets you do, and how
03
When there is no LPA — the Court of Protection route
Deputyship: the slower, costlier path, and why timely LPAs avoid it
04
Banking — the institutional friction
What each bank will and won't allow, and how access actually gets granted
05
NHS, GP, and consultant access
Being heard, being told, and being in the room
06
Benefits and allowances
The unclaimed money families routinely miss
07
Care — at home, then perhaps a care home
How care funding works and where the thresholds bite
08
Property — house decisions
The house: keep, adapt, rent, sell — and who decides
09
Siblings — coordination, not conflict
The framework that keeps the family on one side of the table
10
…and three more
Preparing for what follows · Scotland & NI differences · what you must NOT do (safeguarding)
How this differs from the free brief
The free brief is the method, shown to you. This pack is the method applied to your household — bundled, broader, and composed by hand. Both are genuinely useful; they are different kinds of thing.
The free brief gives you
Free · no card required
The terrain explained — LPA, care, banking, in general terms
Read in twenty minutes, share with siblings
Free, instant, no email — the right first read
Generic by design: every family reads the same pages
This pack adds
£79 one-off · prepared by hand
Your parent's actual position, prepared person by person
Twelve sections including the sibling-coordination framework
Delivered within one business day as one print-ready document
No subscription, no account — yours outright
Start with the free Supporting a Parent guide → if you only need the reading. Step up to the pack when you want it done for your household. The Household Continuity Dossier register (£195 first year, then £99/year) keeps what you produce current as your circumstances change.
Why £79?
Solicitor consultation on LPA and care planning: £200–£400, advice only.
A care-fees adviser's initial review: £150+.
Caring for a Parent: £79, personally prepared within one business day, the whole terrain in one document.
An eighteen-page composite pack for the newly-appointed executor: the first-hour action sequence, a twelve-month timeline, and key reference frameworks — family meeting structure and professional appointments sequencing — integrated throughout. Where to start, in order, on the hardest week.
£3k–8k
Full probate engagement
£179
The First-Hour Pack
18 pp
Composed by hand
The most common first-week mistake an executor makes is notifying the bank before listing direct debits. The deceased's sole account freezes on notification. Every standing payment — mortgage, insurance, utilities, subscriptions — fails. Re-establishing them from another account takes weeks. The Pack walks the right order, starting with the 30-minute audit that prevents this.
Written for someone who has just been notified they are executor of another person's estate. It is not for the person planning their own estate; that audience is served by The Household Continuity Dossier subscription. The executor is administering someone else's affairs — their own subscription doesn't help them in that role. They need a one-shot reference for a one-shot job.
Eleven matters covering the first hour after appointment: locating the will, accepting the role formally, securing property, the bank notification timing (and the direct-debit discipline that goes with it), the solicitor appointment, the tax position, the beneficiary notification structure, the professional team assembly, the digital records inventory, and the trusted-person briefing for the executor's own household. Plus a 12-month executor timeline. Key operational reference frameworks — family meeting structure, beneficiary notification approach, and professional appointments sequencing — are integrated into the relevant sections.
For comparison: STEP solicitor probate engagement for the full administration of an estate typically costs £3,000–£8,000. The Pack at £179 is 2–6% of that. It is not a substitute for solicitor engagement; it makes the executor's own work efficient so that the solicitor engagement is also efficient.
Product details
What you receive
A ~22-page composite pack covering twelve operational sections and a 12-month executor timeline. Family meeting structure, professional appointments sequencing, and beneficiary notification approach are integrated into the relevant sections — not separate attachments.
Audience
Newly-appointed executors administering another person's estate.
Use period
First hour after appointment through first 12 months of administration.
Refund window
14 days. Easy Exit Guarantee.
Status (June 2026)
Available now. A short intake, then your personalised pack prepared by hand within 12 hours and delivered as a PDF to the email you provide. 14-day refund.
What's inside · 12 sections
01
What is true now
Your position the moment you are appointed — what authority you have, what you do not, what changes
02
The first hour
The thirty-minute audit before any institution is contacted, and the order to do it in
03
The matters that follow
Eleven operational matters covering will, role, property, bank, solicitor, tax, beneficiaries, professional team, digital, brief, household
04
Working order across the first three months
Week-by-week sequence so nothing falls through
05
The institution-by-institution playbook
What to say to banks, HMRC, OPG, NS&I, DWP, the pension provider, utilities. The named bereavement teams, the specific forms
06
The IHT400 pathway
When it applies, the six-month deadline, every supporting schedule, the common errors
07
The grant of probate sequence
Application route, court fees, timelines, what to do when probate goes sideways
08
The estate accounts framework
Capital, income, distribution accounts. R185 certificates. When to bring in an accountant
09
The asset realisation order
Cash, investments, pensions, property, possessions — sequenced for tax efficiency
10
The beneficiaries communication brief
What you owe each beneficiary, what you do not, the 12-month rule, the sentence that defuses conflict
11
Conflict management
When to bring in a solicitor, mediation before litigation, when to step down
12
Closing the estate
Interim distributions, IHT30 clearance, discharge letters, the 12-year liability tail
How this differs from the free brief
The free brief is the method, shown to you. This pack is the method applied to your household — bundled, broader, and composed by hand. Both are genuinely useful; they are different kinds of thing.
The free brief gives you
Free · no card required
The first hour only — the opening matters, as an introduction
A five-page briefing, read on an illustrative executor's estate
Shows the structure and depth; the rest of the job is left open
Free, no card — enough to know whether the method fits
This pack adds
£179 one-off · prepared by hand
All twelve sections, first hour through closing the estate
A ~22-page pack written from your own appointment and estate
Adds the institution-by-institution playbook and IHT400 pathway
Adds the 12-month timeline, accounts framework and templates
Start with the free Executor's First Hour sample → if you only need the reading. Step up to the pack when you want it done for your household. The Household Continuity Dossier register (£195 first year, then £99/year) keeps what you produce current as your circumstances change.
Why £179?
STEP solicitor probate engagement for full estate administration: £3,000–8,000.
Senior solicitor consultation, one hour: £200–300.
Valoren Executor's First Hour Pack: £179, prepared by hand within 12 hours, twelve operational sections written from your specific situation. 2–6% of the cost of full solicitor administration. The Pack does not replace the solicitor where one is needed — it makes both your work and theirs more efficient.
Nothing you start with is wasted. Any one-off here counts in full toward anything more expensive for 30 days — the £29 brief becomes £29 off the £179 pack, and any of the five comes off the Household Continuity Dossier’s first year. Use the same email at checkout and it applies automatically.
What this catalogue is and isn't
§III
Five personalised products. Eleven free briefs.
Most households who engage with Valoren never buy any of the paid products on this page. They read the free institutional library and that is their whole interaction. The free library is genuinely useful, and we offer it with no expectation of paid follow-on.
The paid products on this page are for audiences who need depth without ongoing platform commitment. Or who serve a role that subscription doesn't fit. If you are one of those audiences, the products are designed for you. If you are not, the free library is.
A paid one-off solves the moment in front of you. The Household Continuity Dossier subscription — from £195 first year, then £99/yr — solves the next ten years: your records kept current as your situation changes, the right document produced for whatever the next moment turns out to be.
Five one-offs · five moments
The Executor's Register£29
The Family Handover Kit£29
Estate Readiness Audit£79
Caring for a Parent£79
Executor's First Hour Pack£179
10 / 33Ten compositions, from your thirty-three records — kept current
Continuity layer
What this becomes inside Valoren
Stored in your records system
The information you've just shared lives in your Valoren records — encrypted, organised, ready when you or your trusted person needs it.
The sample you've just downloaded is one of ten compositions Valoren produces from your 33 records.
The Day-1 Brief, the Capacity Tomorrow note, the Funeral Director Brief, the Family Meeting Agenda — each one fills from your stored data when the moment arrives.
Kept current for you
Tax thresholds change. Pension rules change. Family circumstances change.
Your records system updates the relevant outputs when they do — no need to redo this.
Surfaced when it matters
The right document for the right moment. Day-one of a bereavement. A capacity event. An executor's first hour.
The system already knows what to produce.
Visible to the people who need it
Your trusted person sees what you've chosen to share, when you've chosen to share it.
No password handover. No "where are the documents." A real continuity layer above your will.
Find this again
We'll email you a link back to this page — no need to search for it later.
Practical guide, not legal advice. Prepared 24 August 2026. ES-2026.
● Last reviewed ·
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Library
Free guides behind our one-off products
These free briefs are what this product builds on. The guides are openly available — the paid product personalises them to your specific records.
