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Signum · Valoren’s own specialist desk

The specialist desk.

Most of what Valoren does, you do yourself — the records, the walkthroughs, a will drafted from your own answers. This page is for the moments that want more: a desk that does the legwork for you, with the scope and our fee fixed before you commit. A probate application is made by a separate regulated firm, named in your written quote.

Intake is free. If you do not need us, we will tell you.

23 published services · our own fee, fixed in writing first · estate work shown as an estimated total, court fee extra · England & Wales

SignumSPECIMEN
Service engagement memo
Service · Single lasting power of attorney

A named specialist drafts and registers your Lasting Power of Attorney.

ScopeLPAs & advance decisions
Fee£395 + £92 OPG fee
RouteRoster specialist
QuoteFixed, in writing, before you commit
Signum
The specialist desk
Prepared
Standard Index Group● Fixed fee
§1

Three doors. Most people only need the first.

Nothing on this page duplicates what you already hold. Start with the door that matches what you have today; the third exists for the work that needs a professional’s hands.

Door one
Already yours.
If you hold The Household Continuity Dossier or The Estate Standard Seal, the records, the Advisor, the walkthroughs and the annual cycle are already included — nothing on this page duplicates them.
The Household Continuity Dossier £195 first year → £99/year · The Estate Standard Seal £495 → £199/year
See what your tier includes
Door two
A pack does it.
One situation, one prepared pack, one price — the Executor’s First Hour, Caring for a Parent, a will drafted from your own answers.
Executor's First Hour £179 · Caring for a Parent £79 · A will £149
See the packs
Door three
The desk does the legwork.
Drafted instruments, registrations and the groundwork of an estate, done for you. Our fee is fixed in writing first, for the work the desk does itself. For an estate you sign two written agreements, never one. One is with Valoren, for the groundwork we do ourselves. The other is with a separate regulated firm, for the probate application and any tax account.
23 published services · estate work shown as an estimated total for both agreements, court fee £526 extra (England and Wales) · intake free
Open the register
§2

The register.

Every published engagement, grouped, with its fee shown before you commit. The prices on this page render from the same register the desk works from — nothing here is typed by hand.

Register prices are Valoren’s own fee for our own work. Valoren is not registered for VAT, so no VAT is added to that fee and none is included in it. The estate figures at the foot of the register are estimated totals that also include a separate regulated firm’s fee, and the firm’s fee may include VAT. Official fees are extra and always shown before you commit. The probate court fee, £526 in England and Wales for an estate worth more than £5,000, is paid to the court and never passes through Valoren.

The price, against the alternatives
A solicitor’s hourly meter
£200–£450/hr + VAT
No scope and no cap — the fee is known when the work stops. Our fee for every service on this register is fixed in writing before you commit.
A high-street will with a trust in it
£500–£2,500+
The band a firm quotes for the drafting alone. Here it is one fee on its row, drafted from your instructions and solicitor-reviewed.
Grant-only help from a firm
£900–£3,500 + VAT
The market band for obtaining the grant. Here a separate regulated firm makes the application, and its fee is shown beside ours as one estimated total, court fee extra, before you commit.
How fees are set
ContentsTap a group to narrow the register, then tap a service to go straight to its row.
The work itself

What a prepared pack looks like.

An engagement ends in finished instruments and a plain-English account of what was done. Two specimen pages from a completion pack — the cover of the finished object, and the explainer a family actually reads. Details neutralised.

Specimen cover of a Signum estate completion pack — 'Your Estate Plan', details neutralised
The cover — what was prepared, and when
Specimen page from a completion pack: 'Your Estate Plan — Explained', the plain-English account of every instrument
The explainer — every instrument, in plain English

Wills

The document itself, from a simple will to trust structures.
Available now
Trust will — single
A will containing a discretionary or life-interest trust, drafted from your instructions and solicitor-reviewed.
£795
Enquire — £795
Available now
Trust wills — mirror
The same, as a matching pair for a couple — each a complete will.
£1,195
Enquire — £1,195

LPAs & advance decisions

Authority for the years you may not be able to give it.
Available now
Single lasting power of attorney
One LPA — property & affairs or health & welfare — drafted from your instructions, checked, and registered with the Office of the Public Guardian.
£395
+ £92 OPG fee at cost
Enquire — £395
Available now
Both LPAs, one person
Both documents for one person, prepared together so the appointments and instructions agree.
£645
+ £184 OPG fees at cost
Enquire — £645
Available now
Couple bundle — four LPAs
All four documents for a couple, prepared and cross-checked as a set.
£1,095
+ £368 OPG fees at cost
Enquire — £1,095
Available now
Advance decision (living will)
An advance decision to refuse treatment, drafted to sit correctly alongside a health & welfare LPA.
£245
£195 with any LPA
Enquire — £245
Available now
Attorney operation pack
For a newly acting attorney: bank and provider registrations mapped, a decision log, and an expenses ledger — set up properly from day one.
£295
Enquire — £295

Trusts

Created properly, run properly, filed on time.
Available now
Lifetime trust deed
A discretionary, life-interest or disabled person's trust, prepared and settled by the qualified professional whose authorisation covers it, with HMRC trust registration included.
£1,395
Enquire — £1,395
Available now
Declaration of trust
Records who owns what share of a property — fixed or floating — before it ever needs to be argued. The deed itself is prepared and settled by the qualified professional whose authorisation covers it, inside the same engagement.
£395
Enquire — £395
Available now
Trust registration (TRS)
Your trust registered with HMRC's Trust Registration Service, correctly and on time.
£295
Enquire — £295
Available now
Trust tax return (SA900)
The trust's self-assessment return, prepared and filed.
£395
£295 with annual administration
Enquire — £395
Available now
Ten-year and exit charges
The ten-year anniversary or exit calculation done properly, and the IHT100 form filed with HMRC.
£950
£1,450 where tax is payable
Enquire — £950
Available now
Deed of variation
Redirects an inheritance within two years of a death. The inheritance-tax and capital-gains elections are included as standard, and the deed is prepared and settled by the qualified professional whose authorisation covers it.
£795
£1,295 complex
Enquire — £795

Inheritance-tax planning

Legitimate planning, documented so it survives scrutiny.
Available now
Gifting programme
A lifetime gifting plan with the seven-year clock mapped — and the gift ledger your executor will one day be asked for.
£695
+ £195/yr ledger
Enquire — £695
Available now
Charitable giving & the 36% reduced rate
The calculation that qualifies your estate for the lower 36% inheritance-tax rate once a tenth of it goes to charity — worked out, and drafted to claim it.
£645
Enquire — £645

Pensions & later life

The overlooked estate — pensions, care, and the 2027 change.
Available now
Pension death-benefit claim administration
The forms chased, the evidence gathered, and the scheme's own options set out factually — administrative support only. Which option to take is never a decision we make for you.
£495
administrative support only — never advice on which option to take
Enquire — £495

Deputyship & Court of Protection

When capacity is lost without an LPA in place.
Quoted by email — send a short enquiry, no call needed
Court-authorised gifting for someone who's lost capacity
Getting the Court of Protection's permission to make gifts on behalf of someone who can no longer decide for themselves. The application is prepared and conducted by the qualified professional whose authorisation covers it; the clinical assessment and the court fee are inside the quoted fee, not extra.
from £3,450
quoted
Enquire — from £3,450

Estate administration add-ons

The pieces of an administration, priced singly.
Available now
Statutory creditor notices
Section 27 notices placed in The Gazette and the local paper, protecting the executor from unknown claims.
£95
+ notice costs at cost
Enquire — £95
Available now
Formal estate accounts
Estate accounts prepared for the beneficiaries' approval — the document that closes an administration cleanly.
£795
Enquire — £795
Available now
Estate tax returns in administration
The estate's income-tax and capital-gains position during administration, prepared and filed.
£495
per return
Enquire — £495

Property (title & tenancy)

Title work after a death, priced by the piece.
Available now
Deceased joint proprietor (DJP) title update
Updating the Land Registry title after a joint owner dies — including the second-trustee appointment a restricted title sometimes requires, which a bare filing would miss.
£145
Enquire — £145
Available now
Property assent (AS1)
Transferring the deceased's property into a beneficiary's name once grant is issued — checked against the mortgage, insurance and title traps that catch DIY attempts, and executed by the qualified professional whose authorisation covers the instrument.
£695
Enquire — £695

Digital estate

Crypto and digital assets — recorded so an executor can actually reach them.
Available now
Crypto & digital-asset estate structuring (pre-death)
A worksheet recording where your crypto is and how an executor would reach it — solicitor-reviewed, never holding your seed phrase or keys ourselves, location and route only.
£445
templated custody worksheet + access-instruction drafting, solicitor-reviewed — excludes will/LPA clauses and tax advice
Enquire — £445

Probate & estate administration

When an estate must actually be administered.

Signum gathers, values, chases and schedules: every account, policy, pension and debt, set out in one schedule of figures you confirm. Preparing the probate application and any IHT400 is reserved by law to regulated firms, so a separate regulated firm, named in your written quote, does that part under its own agreement with you. The figures below are estimates of the whole job, both agreements together, and the firm’s fee may include VAT. The court fee, £526 in England and Wales for an estate worth more than £5,000, is on top. Both prices are put in writing before you commit to either, after a free enquiry online or a free 20-minute call. Enquiries and booked calls are open now: send an enquiry and we reply by email. Estate work starts only once the written quote, from both Valoren and the firm, is agreed.

Grant of probate only
Signum finds every account, policy and debt, chases the institutions and sets the figures out in one schedule you confirm. A separate regulated firm, named in your written quote, prepares and submits the probate application. Once the grant is issued, you handle the estate yourself.
£1,450–£1,850
Full estate administration — straightforward
The whole job, start to finish. Signum does the groundwork and the schedule of figures. A separate regulated firm, named in your quote, makes the probate application. After the grant, Signum helps you collect what is owed, settle what is due and distribute what remains. No inheritance tax to account for.
£3,450–£4,950
Full estate administration — complex or taxable
Estates with inheritance tax to pay, several properties, a business or assets abroad. Signum gathers and values everything, traces gifts and keeps you to the deadlines. A separate regulated firm, named in your quote, prepares and files the IHT400 account and the probate application. After the grant, Signum helps you collect, settle and distribute.
£5,950–£8,950
Inheritance-tax account (IHT400)
Where the tax account is the piece that must be got right. Signum gathers and values every asset, debt and gift, builds the schedule of figures and keeps you to HMRC's deadlines. A separate regulated firm, named in your quote, prepares and files the IHT400 with the probate application. The firm's part assumes the account goes in with the grant.
from £4,950
§3The mechanism, not a clock

How an engagement runs.

Four steps, in the order they happen. No response-time theatre — the promise is the shape of the work: a free intake, a written scope, our fee fixed in writing, and finished instruments at the end.

IIntake.
Free, no obligation: you send us an enquiry and we reply by email, or you book a free 20-minute call. You tell us the situation; we tell you honestly whether it needs the desk at all.
IIScope.
Our fixed fee and a written scope before you commit to anything. For an estate you sign two written agreements, never one.
IIIPreparation.
The desk prepares its own work. On an estate, a separate regulated firm makes the probate application and files any IHT400. By law.
IVDelivery.
Finished instruments, and a clear record of what was done.
§4

When you don’t need us.

The boundary is deliberate. What we do, and what we refuse to do, drawn explicitly — because the fastest way to lose a family’s trust is to sell them something they did not need.

Valoren doesCoordinate. Register. Prepare. Dispatch.
Valoren does not
Advise. Hold funds. Act as a fiduciary.
  • Provide regulated financial, legal, or tax advice
  • Recommend specific investments or products
  • Hold client money, securities, or assets
  • Act as an executor, attorney, or trustee for you
  • Prepare or submit a probate application or an IHT400

The boundary keeps Valoren honest — and keeps you protected.

§5

Form help is free. It stays free.

79 government-form walkthroughs — probate, inheritance tax, registration — free, no account, no card. If a form is all you need, that is all you need.

IHT400Inheritance Tax accountFree walkthrough
PA1PProbate application (with a will)Free walkthrough
BSP1Bereavement Support PaymentFree walkthrough
IHT401Domicile outside the UK (and IHT401a: long-term UK residence)Free walkthrough
All 79 walkthroughs
FAQ

The desk, questions answered.

Usually not — and we say so. Straightforward estates run on records and walkthroughs; the free intake exists to tell you which side of that line you are on before any money moves.
From the published register. Our fee is fixed and agreed in writing before the work starts — there is no hourly meter, and anything outside the scope is quoted before it happens, never after.

For an estate there are two bills because there are two agreements. You pay Valoren for Signum's groundwork, under our agreement with you. You pay the firm for the application, directly, on the firm's own terms and its own invoice. Valoren never collects, holds or passes on the firm's fee, the court fee or any tax.

Valoren is not registered for VAT, so no VAT is added to our fee; the firm's fee may include VAT.
The desk prepares the instruments and coordinates the matter. On an estate we do the groundwork: finding every account, chasing the institutions, setting out the figures.

Preparing the papers for a probate application is reserved by law to regulated firms. So a separate regulated firm prepares and submits the application, and any IHT400, checks your identity, and answers to its own regulator. You sign as executors.

Valoren is not a law firm and is not regulated: no regulator, no Legal Ombudsman and no compensation fund cover our part. The firm's part is covered by its own regulator and the Legal Ombudsman.
Anything that needs a court, a dispute, or regulated financial advice goes to the right professional — introduced honestly, not absorbed. No referral fees, either way. Our only income is our own fee.

The boundary section above is the full list, and it is deliberate.
Yes — so you never re-state facts you have already recorded. Nothing is shared with the desk until you choose to share it, and nothing goes on to a regulated firm without your written consent.
Keep them. The desk prepares and organises; an engagement can end with a pack your own solicitor takes forward. You are free to use any regulated firm you prefer for a probate application; our part does not depend on which.

STEP and the Chartered Institute of Taxation both keep public directories of independent advisers — neither pays Valoren a referral fee, and we pay none.
Boundary

Signum is Valoren's own desk — when you instruct Signum, you are instructing us, and this page tells you so rather than dressing it up as an independent recommendation. Valoren is not a law firm and is not regulated: no regulator, no Legal Ombudsman and no compensation fund cover our part. A probate application is made by a separate regulated firm, named in your written quote. The firm's part is covered by its own regulator and the Legal Ombudsman. Complaints about our work come to us, in writing. Guidance on this page is not legal, tax or financial advice.

Start a free intake

Free enquiry · we reply by email · England & Wales

Intake is freeOur fee fixed before you commitIf you do not need us, we will tell you

Or write to advisors@valoren.uk — a person reads every email.

The broader system
An engagement is one door in a larger record.

The desk prepares an outcome. Valoren's household record is what makes the next one cheaper — the facts already held, the people already named, nothing re-stated.

Continuity layer

What this becomes inside Valoren

This page is one part of a larger system.

A document decides what happens once. Valoren's 33 records cover everything your executor needs to actually act — held current, visible to the people who need them.

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.

Valoren already knows what to prepare.

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

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It reaches a real person · Privacy
Most people start with The Household Continuity Dossier — 14-day full refund, cancel any time in two clicks.
Practical guide, not legal advice. Prepared 10 October 2026. ES-2026.
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