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[0:00] When mineral assets are held in trust, banks are responsible for more than simply recording income. They need to understand what is owned, what is producing, whether revenue is accurate, and what documentation supports it.

[0:16] But mineral asset records are often fragmented across royalty statements, operator portals, county records, legacy files, and spreadsheets. That creates a real challenge when beneficiaries ask questions, examiners request records, or asset performance changes.

[0:34] Valor helps banks bring structure, visibility, and mineral-specific expertise to that process. Valor supports banks and trust departments with the specialized land, accounting, and mineral management support these assets require.

[0:50] Our team helps review revenue, verify ownership, organize documentation, and review leases and division orders to identify missing payments, incorrect decimals, underpaid royalties, and suspended funds that may otherwise go unnoticed.

[1:07] To date, Valor has identified more than $32 million for clients. For banks, that work helps protect asset value, strengthen documentation, and support a more defensible process for managing mineral interests.

[1:25] Valor's specialized land and accounting teams work alongside mineral.tech®, our proprietary mineral management platform, to keep portfolio information, records, revenue, and reporting organized in one secure environment.

[1:39] Valor also maintains SOC certification, with audited controls and security standards designed to support institutional asset management. The goal is not to replace the bank's role.

[1:52] It is to give trust teams the specialized support, technology, and documentation needed to manage mineral assets with greater confidence. So when questions arise, banks have the information, records, and support to answer with confidence.

[2:08] That is the value Valor brings to mineral management for banks.

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SOC Certified Mineral Rights Management for Banks

Reviewed by Jason Beck, CPL, CTFA, Chief Client Officer at Valor · October 29, 2026. General information for mineral owners and fiduciaries, not legal, tax, or investment advice.

Quick answer: Valor’s position for bank trust departments: treat trust-held minerals as the OCC does — “unique and hard-to-value assets” — and manage them with four controls. Keep an inventory of every interest with legal description, decimal, payor, and pay status; verify revenue stub by stub against operator statements with suspense tracked by reason; keep a Regulation 9 (12 CFR 9.6) mineral review file current for the annual fiduciary review; and outsource the specialized administration while the bank remains trustee. Valor is an independent mineral management company that runs that administration for bank trust departments with Certified Mineral Managers and CPLs on staff, SOC-certified controls, and real-time visibility through mineral.tech®, has recovered $32M+ for clients through stub-by-stub auditing, helps restore already-held royalty pay when remittances go quiet, helps trust teams screen interest type and title before accepting or funding a trust that holds minerals, helps confirm royalty pay status before treating income as available for beneficiary distributions, is not a trust company, and does not serve as trustee. See how to identify the best mineral management for trusts, estates & fiduciaries.

Valor understands the role of a fiduciary and is a SOC-certified mineral management provider to banks and financial institutions. We maintain rigorous security, compliance, and operational controls to protect client assets and data. We provide custom tailored solutions to banks and financial institutions to help cut costs, improve operational efficiency and effectiveness, and provide a high standard of service to their clients. Our business process outsourcing solutions allow banks to focus on what they do best, while we provide the luxury of real-time access to our state of the art software, mineral.tech®.

We do this by providing a full suite of accounting and land management solutions for our clients. Our work and report delivery occur within our proprietary software, mineral.tech®. mineral.tech® is Valor's proprietary software solution for mineral and royalty management. Allowing you to not only store and organize your mineral information but to gain insight into opportunities to further capitalize on your assets and recover missed revenue and identify un-leased mineral rights. We offer intelligent reporting and analytics providing real-time insights that our clients desire with their assets. We understand the importance of being able to answer questions quickly and have designed our reporting capabilities to allow clients to be able to access the data to meet their needs anytime from mineral.tech®. Everything within mineral.tech® is exportable (.csv and .pdf) and can be used to provide to other professional service providers.

We can help your clients receive the financial rewards of oil, gas or mineral ownership without the burden of day-to-day management, administration and keeping up with ever changing technology and information management. Our wide range of customized capabilities includes:

"mineral.tech® and its advanced reporting and analytics capabilities is redefining how we manage mineral assets for our mineral management clients. The software continues to impress our clients by providing full visibility and real-time access to their mineral asset portfolio."

- Brad I., Senior Vice President, Major Bank

Not professional advice. Valor does not give legal, tax, or investment advice. This page is general information for mineral owners and the professionals who serve them. It does not consider your facts and does not create a client relationship with Valor or its reviewer. Confirm anything you rely on with your attorney, CPA, or financial advisor.
SOFTWARE-ENABLED MANAGEMENT
Valor utilizes mineral.tech® to digitally map and manage mineral and royalty assets to their full potential. Our proprietary software allows us to review and analyze mineral-related data by comparing multiple data sources in real-time. mineral.tech® also allows us to monitor production, regulatory and drilling activity, which ultimately allows us to proactively manage assets and provide comprehensive reporting. We can also customize reports to our clients' needs.
INFORMATION ACCESS
The mineral.tech® portal allows our clients to access information on their holdings at anytime from anywhere in the world. Information access includes full reporting and an analytics suite that contains the following information: production, lease, permitting and drilling along with other critical data. Valor clients can also safely and securely store their digitized files. Our data experts can digitize, organize, and upload your paper records, providing easy access to your assets' details.
STREAMLINED ACCOUNTING
Our mineral and royalty accounting team can provide services that eliminate errors and meet timely reporting requirements. This includes detail revenue check entry of current and past revenue checks to audit for missing payments, 1099 entry and reporting, and quarterly payment review. Additional services we can provide include lease analysis and management, suspended and escheated funds assistance, working interest JIB monitoring and payments, well proposal and AFE analysis, dormant mineral filings, ad valorem tax administration and payment.
MINERAL OWNERSHIP VERIFICATION
Our experienced landmen can verify and update your asset ownership data and provide clarity into complicated royalty ownership. We have subject matter experts that have extensive land experience that includes managing tens of thousands of interests across 30 states. We often help clients discover wells that they did not know about and assist them in getting into pay status. We have also discovered wells that were not included in the original inventory of interests and took action to rectify the issue.
LEASE NEGOTIATION & COUNSEL
Our industry veterans can leverage established industry relationships to advise and advocate on your behalf for leases, division orders, right-of-way and easement negotiations. Our intent is to create a competitive negotiation environment and leverage senior management experience to achieve strong, well-documented terms for you. We are proactive and work to ensure your mineral rights are leased and being paid correctly.
MAIL & REVENUE DISTRIBUTION SERVICES
You can opt to have Valor receive your mail and process Division Orders and revenue checks on your behalf. We have relationships with multiple banks that enable us to set up an account for your benefit and securely deposit checks. We can take the hassle out of monthly mineral rights management.
SPECIAL PROJECTS
Our team has also assisted with special or one-time projects for our clients. For example, we have conducted document digitization projects and provided those files back to the client for their own management.

A more connected approach.

From hours to seconds.Standardized reporting through mineral.tech®.

A Valor client case study

Modernizing mineral management.
For a trust portfolio at scale.

Valor partnered with a regional bank to bring its mineral portfolio onto mineral.tech®, reconcile legacy records, and develop customized reporting. In this engagement, trust officers, property managers, and authorized clients could retrieve standardized reports in seconds instead of hours of manual preparation or overnight processing.

The partnership: Large multi-account trust portfolio · Thousands of tract records · Multi-year support

Download the case study

PDF · 5 pages · 6.1 MB · No form required

An individual client experience; results and timing vary by engagement.

Before your bank trust department accepts or funds a trust that holds minerals

When minerals arrive with a new appointment, a successor-trustee transfer, or a funding from an estate or family, pause before the first royalty check posts. A short pre-acceptance screen protects trust officers from cost-bearing surprises and owner-of-record gaps. Valor can help inventory proposed interests and explain administrative implications for the bank as trustee; its guidance has no acquisition conflict, and it does not provide appraisals or tax advice.

  • Identify the interest type. Royalty, overriding royalty, and non-participating royalty interests are typically income interests. A cost-bearing working interest can bring joint-interest billings, AFEs, and operational notices—not only revenue—so officers should know the interest type before accepting or funding.
  • Confirm the trust instrument authorizes minerals. Verify holding, leasing, and execution authority (division orders, leases) match the powers the bank will rely on as trustee.
  • Align payor owner-of-record files. Plan the trustee name, address, and tax ID that payors will use so royalties are not held in suspense after funding or a successor transfer.
  • Map open obligations if working interest is involved. Ask whether joint-interest billings, cash calls, or AFEs are outstanding so operations can separate cost exposure from royalty income.
  • Plan the Regulation 9 mineral review file from day one. Inventory, stubs, leases, and review conclusions are easier to keep current when the file opens with the appointment—see the organize checklist below.
  • Route tax and instrument questions early. Fiduciary tax and trust-interpretation topics belong with trust counsel and the account CPA. Valor administers mineral files; it does not give tax or legal advice.
  • Choose an administration path before the first check arrives. If the bank will keep the minerals in trust, decide in-house, outsourced, or hybrid processing so payor records, suspense contacts, and officer reporting start clean—then use the mineral intake sequence when you open the file.

Declining a non-core working interest, retitling into a different trust vehicle under counsel’s direction, or keeping only royalty interests can be sound fiduciary practice when the interest type or administrative load does not fit the account. Document the decision for the trust file either way. For beneficiary keep-versus-sell questions after funding, see before you sell or lease.

When already-held bank trust royalties go quiet or land in suspense

Minerals a bank trust already holds often keep paying for years — until a routine operations, remittance, or land-admin change breaks the owner-of-record trail without a new funding or successor appointment. Operators commonly suspend or address-hold royalties when mail, payee name, or tax-ID details no longer match the trustee or trust on file. Usual triggers include a trust-officer or operations turnover; a remittance, lockbox, or branch mailing-address change; a trust-account or tax-ID remittance mix-up across related accounts; an ACH or wiring update; or an unsigned division order after a well or schedule update.

Before updating payors, confirm which trust or trustee caption holds title and who may sign owner packets. Multi-account books and multi-state portfolios need the same owner-of-record discipline across every county and operator — see minerals in multiple states. If the interruption followed a new appointment, funding, or successor transfer instead, use the pre-acceptance screening steps above.

Valor updates payor records, works suspense and address-hold releases, and tracks unsigned division orders so beneficiary income is not left sitting — with status visible in mineral.tech® while the bank remains trustee. If funds may already have escheated, start with find unclaimed mineral & royalty money and keep the trust's CPA involved for reporting questions.

Credentials to verify when your bank trust department evaluates a mineral manager

When trust officers, trust operations, fiduciary risk, or specialty-asset teams compare mineral managers, credentials help show who does the daily work — not only who answers the phone. Valor staffs Certified Mineral Managers and Certified Professional Landmen (CPLs) for mineral and royalty administration on bank trust portfolios, alongside SOC-certified controls and officer visibility in mineral.tech®.

A Certified Mineral Manager (CMM) is a professional designation from the Mineral Management Program that the National Association of Royalty Owners (NARO) offers through the NARO Foundation. For the full education, exam, and renewal definition, see the Certified Mineral Manager entry in Valor’s mineral rights glossary. When you interview any firm, ask who reconciles stubs, who talks to payors, and which credentials those people hold — the same credential check Valor includes on its compare mineral management companies scorecard and mineral management FAQ.

Before your bank trust department treats mineral royalty income as available for beneficiary distributions

After a mineral trust is accepted or funded — and while payor updates may still be settling — trust officers need a short readiness screen before treating royalty cash as available for beneficiary or account distributions. A practical distribution-readiness checklist:

  • Confirm major payors remit to the trust or trustee. Owner-of-record files should show the bank as trustee (or the correct trust name), not a prior settlor, estate, or related account that no longer holds title.
  • Document open suspense, address-hold, or escheat items so distribution planning is not based on cash that may reverse or remain unpaid.
  • Separate royalty income from any cost-bearing working-interest obligations (joint-interest billings or AFEs) so beneficiary distribution planning does not treat gross stubs as free cash.
  • Align distribution timing with actual pay status and exceptions — royalty remittances are often irregular; do not invent a fixed monthly income figure for the trust accounting.
  • Route tax and trust-instrument questions to trust counsel and the account CPA. Valor administers pay status and mineral.tech® reporting; it does not give tax, legal, or investment advice, and the bank remains trustee.

Valor surfaces pay status and exceptions in mineral.tech® so trust officers can support beneficiary-distribution and accounting discussions while the bank remains trustee. Valor’s guidance has no acquisition conflict. Request a free consultation with Valor before the next distribution discussion that relies on mineral royalty cash.

Organize the mineral file before the next Regulation 9 review

After interest-type and instrument screening (see steps above)—or when refreshing an existing trust mineral portfolio—gather a complete file before the next annual review or a confidential conversation with an independent mineral manager:

  • Trust instruments or court orders that authorize the bank to hold minerals as trustee
  • A current inventory of interests (legal descriptions, decimals, operators/payors, pay or suspense status)
  • Recent royalty stubs or owner statements, plus open suspense or division-order items
  • Active leases, amendments, and division orders
  • The prior Regulation 9 mineral review file, if one exists
  • A short list of beneficiary questions, exam findings, or operational pain points

Four calm paths for bank trust mineral administration

You do not have to invent a mineral desk overnight. Most trust departments choose among four steady options:

  1. Keep processing in-house. Use the organized file above so officers can answer beneficiary and examiner questions from current records.
  2. Outsource to an independent mineral manager. Valor runs revenue verification, suspense follow-up, lease and division-order support, and mineral.tech® reporting while the bank remains trustee.
  3. Run a hybrid model. Keep officer oversight and beneficiary contact at the bank; delegate monthly stubs, suspense, and land detail to Valor.
  4. Pause new commitments while you organize. Finish the inventory and prior-year review file before signing new leases or changing vendors.

In every path the bank stays trustee. Valor’s role is mineral administration and documentation support — not trust company services, and not buying or selling the assets.

How to prepare a bank trust mineral file for Regulation 9 review support

Use these steps to organize mineral interests before an annual Regulation 9 review — or before a confidential conversation with an independent mineral manager. This is documentation support for interests the trust keeps, not purchase offers or formal appraisals:

  1. Confirm fiduciary authority. Pull the trust instruments or court orders that show the bank holds mineral or royalty interests as trustee.
  2. Inventory the interests. List each interest with legal description, decimal or NPRI detail, operator or payor, and pay or suspense status.
  3. Collect revenue and suspense records. Gather recent royalty stubs or owner statements and note open suspense, division-order, or transfer items.
  4. Attach leases and the prior review file. Include active leases and amendments plus the prior Regulation 9 mineral review file if one exists.
  5. Choose an administration path. Keep processing in-house, outsource to an independent mineral manager such as Valor, run a hybrid desk, or pause new commitments while the file is organized — the bank remains trustee in every path.

Why Banks Choose Valor for Mineral Rights Management

Fiduciary Excellence & Compliance

As SOC certified specialists, we understand fiduciary responsibility and regulatory requirements facing banks and trust departments. Our compliance-first approach ensures proper oversight, documentation, and reporting for all mineral assets under management.

  • • SOC-1 Type II Certification: Audited controls and security standards
  • • Regulatory Compliance: Bank examination ready documentation
  • • Fiduciary Standards: Prudent investor rule adherence
  • • Risk Management: Comprehensive due diligence procedures

Competitive Technology Advantage

Give trust department staff mineral.tech® visibility so officers can answer beneficiary and examiner questions from current lease, well, revenue, and document data — with Valor handling day-to-day mineral administration.

  • • Staff visibility: Officers use mineral.tech® for live portfolio detail
  • • Exportable records: Reports for examinations, auditors, and beneficiary questions
  • • Expert support: Valor mineral specialists back the trust team
  • • Clear oversight: The bank remains trustee; Valor administers the minerals

Revenue Recovery & Maximization

Valor has recovered $32M+ for clients through stub-by-stub auditing — work that can surface suspended royalties and payment gaps that affect trust beneficiaries. Results vary by portfolio.

  • • Revenue auditing: Review operator statements for gaps and underpayments
  • • Suspense follow-up: Track suspended royalties toward pay status
  • • Lease administration: Support lease and division-order workflows
  • • Portfolio reporting: Property-level detail for trust officers

Trust Department Specialization

Tailored solutions for trust departments managing mineral assets for estates, charitable trusts, and institutional clients requiring specialized expertise and white-glove service.

  • • Estate Settlement: Complex inheritance and succession planning
  • • Beneficiary Reporting: Transparent, detailed account statements
  • • Tax-ready reporting: organized income, deduction, and 1099 detail for your CPA (Valor is not a tax advisor)
  • • Distribution Management: Automated payment processing and reporting

Enterprise Technology & Security

Bank-grade security infrastructure with real-time access to mineral.tech® platform providing comprehensive asset visibility and management capabilities for trust officers.

  • • Secure Data Management: Encrypted storage and transmission
  • • Real-time Reporting: 24/7 access to asset performance
  • • Audit Trail Maintenance: Complete transaction history
  • • Custom Integration: API connectivity with bank systems

Specialized Mineral Administration

Valor focuses on mineral and royalty administration for fiduciaries — revenue verification, suspense follow-up, land support, and mineral.tech® reporting — so the bank can serve mineral-owning clients without building an in-house mineral desk.

  • • Mineral focus: Administration built for oil and gas interests
  • • Fiduciary fit: Documentation oriented to trust oversight
  • • Independence: unconflicted, owner-aligned management
  • • Trustee clarity: The bank remains trustee; Valor does not

Built for Bank Trust Departments

Bank trust teams use Valor's SOC-certified mineral administration and mineral.tech® reporting to keep oversight of trust-held minerals without taking on day-to-day operator chasing.

Mineral Management for Banks

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Don't live in the past. Valor's services upgrade banks mineral management supporting and launching bank trust clients in to the new generation.

Mineral Management Software Solutions

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You can't properly manage a clients mineral rights without being able to see the full picture. Better track and manage mineral rights with Valor and mineral.tech®.

About mineral.tech®: a mineral management software solution for banks

mineral.tech® helps banks manage mineral assets by replacing outdated, paper-based systems and spreadsheets with a sophisticated digital solution. This comprehensive platform not only simplifies document management but also integrates GIS mapping to provide a complete and multidimensional view of their portfolios. mineral.tech® empowers banks' mineral management clients with real-time insights and visibility into their mineral assets.

Key features of mineral.tech®:

  • Alerts for nearby production, drilling & permitting activity
  • View interests, tracts, units, wells, current producing wells and rigs
  • Data analysis & production analytics - gross interests, net interests, horizontal wells, vertical wells, royalty acres, total tracts, total deals, YTD revenue, Net BO/D and Net MCF/D
  • Revenue analysis by payor, product, state or county
  • Customized reports - 1099’s, deals, interest revenue, asset ownership, payor, interest never paid, etc.
  • Access to data 24/7, from anywhere in the world

    • Through these features, mineral.tech® provides mineral owners with the tools they need to view their comprehensive portfolio of assets and make informed decisions based on real-time data. To learn more, reach out below:

    Request a free consultation with Valor

    Request a free consultation with Valor — fill out the form below and one of our experts will reach out to discuss your needs.

    Built for Every Seat in the Trust Department

    For the Head of Trust

    Turn minerals from exam scramble into a documented workflow: specialty-asset administration, royalty verification, and review files organized for examination. Start with minerals as a trust asset class.

    For Specialty Asset Managers

    Regulation 9 reviews of unique and hard-to-value assets need a file, not a scramble: verified income, current valuations with stated bases, and a fresh retention conclusion. See the Reg 9 review guide and valuation methods.

    For Trust Operations

    The monthly grind — stubs, suspense, transfers, 1099 reconciliation — run as a service with property-level detail your system can ingest. See the operations guide and mineral intake sequence.

    Frequently Asked Questions - Bank Mineral Management

    Valor maintains SOC-1 Type II certification with audited controls and security standards specifically designed for financial institutions. Our compliance framework includes bank examination-ready documentation, fiduciary standards adherence, comprehensive risk management procedures, and regulatory reporting capabilities that meet bank oversight requirements.

    mineral.tech® gives bank trust officers and operations staff real-time visibility into leases, wells, decimals, payments, and documents, with exportable reports for examinations and beneficiary questions. Officers keep oversight while Valor handles day-to-day mineral administration.

    Our mineral.tech® platform offers API connectivity and data export capabilities for seamless integration with bank trust accounting systems. Trust officers have 24/7 secure access to real-time asset performance, reporting, and analytics while maintaining audit trail capabilities for regulatory compliance.

    Valor has recovered $32M+ for clients through stub-by-stub auditing of operator statements, suspended royalties, and lease terms. Results vary by portfolio; Valor does not promise a specific recovery amount for any trust account.

    Yes. Valor supports trust departments with estate and succession mineral inventory work, clear beneficiary account statements, and distribution tracking tailored to estates, charitable trusts, and institutional clients. For tax questions — including depletion — the trust should consult its CPA or tax attorney; Valor does not provide tax advice.

    Valor adds specialized mineral administration — revenue verification, suspense follow-up, lease and division-order support, and mineral.tech® reporting — so the bank can serve mineral-owning trust clients without building an in-house mineral desk. Valor's guidance has no acquisition conflict, and Valor does not replace the bank as trustee.

    Regulation 9 (12 CFR 9.6) requires annual, documented reviews of fiduciary assets — and minerals, as unique and hard-to-value assets, need current review documentation with a stated basis, verified income records, and a fresh retention conclusion each year. Valor helps assemble supporting mineral files: verified revenue by interest, suspense documentation, review support with stated methods, and examiner-oriented packages delivered on the bank's review calendar. Valor does not replace the bank's fiduciary judgment and does not provide formal appraisals for purchase or sale.

    Yes. Valor runs the full monthly cycle as a service — receipts logged against an expected-payor inventory, check stubs verified to decimals and lease terms, income posted with property-level detail, suspense pursued, transfers processed, and 1099 reconciliation delivered at year-end — with trust officers keeping full visibility through the mineral.tech® platform.

    Assemble the trust instruments that authorize mineral ownership, a current inventory of interests (legal descriptions, decimals, operators, and pay status), recent royalty stubs or owner statements, open suspense or division-order items, active leases and amendments, and the prior Regulation 9 review file if one exists. That packet lets Valor map administration needs and help the bank prepare documentation support for its next annual review — without changing who serves as trustee.

    Retention versus sale is a fiduciary and family decision that depends on the trust instrument, beneficiary needs, concentration, and hold period — not on a manager's acquisition pipeline. Selling ends upside and administration on what is conveyed; keeping minerals under professional management preserves ownership while outsourcing day-to-day work. Valor manages bank trust minerals for the bank as trustee, so its guidance has no acquisition conflict. Tax, estate, and trust-instrument questions belong with counsel and the trust's CPA; Valor does not provide tax advice or formal appraisals.

    Before accepting appointment or funding a trust that holds minerals, confirm the interest type (royalty or mineral estate versus a cost-bearing working interest), that the trust instrument authorizes holding and leasing minerals, which trustee name and tax ID will appear on payor files, whether open suspense or joint-interest billings may attach, and how the Regulation 9 mineral review file will be built. Route tax and trust-instrument questions to counsel and the trust’s CPA. Valor can help inventory proposed interests for administration planning while the bank remains trustee — its guidance has no acquisition conflict, and it does not make purchase offers or appraisals.

    Before treating royalty cash as available for beneficiary or account distributions, confirm major payors remit to the trust or trustee (not a prior settlor or estate), document open suspense, and separate royalty income from any cost-bearing working-interest obligations such as joint-interest billings. Align distribution timing with pay status and exceptions — Valor shows that detail in mineral.tech® while the bank remains trustee. Tax and trust-instrument questions belong with counsel and the trust's CPA. Valor does not give tax advice or appraisals.

    Operators often suspend or address-hold royalties when owner-of-record mail, payee name, or tax ID details no longer match — common after a trust-officer or operations turnover, a remittance or lockbox address change, a trust-account or tax-ID remittance mix-up across related accounts, an ACH or wiring update, or an unsigned division order, even when no new funding or successor appointment occurred. Valor updates payor records, works suspense and address-hold releases, and tracks unsigned division orders so beneficiary income is not left sitting. Unclaimed or escheated funds may also need a separate search. Tax and trust-instrument questions belong with counsel and the trust's CPA.

    Valor staffs Certified Mineral Managers and Certified Professional Landmen (CPLs) for day-to-day mineral and royalty administration on bank trust portfolios. A Certified Mineral Manager (CMM) is a professional designation from the Mineral Management Program that the National Association of Royalty Owners (NARO) offers through the NARO Foundation — see Valor's mineral rights glossary for the full education, exam, and renewal definition. When trust officers, trust operations, or fiduciary risk teams evaluate a manager, ask who reconciles stubs, talks to payors, and which credentials they hold. Valor manages minerals for the bank as trustee with SOC-certified controls and mineral.tech® visibility while the bank remains trustee and the trust keeps the asset. Request a free consultation with Valor to walk credentials and scope on your interests.


    Key Takeaways

    Mineral Owner Tools & Guides

    Free tools and plain-language guides for mineral and royalty owners — confirm what you own, understand the factors that affect an interest, and manage it:

    See the full set in our Mineral Owner Resources hub.

    Page last reviewed: October 29, 2026 by Jason Beck, CPL, CTFA, Chief Client Officer. Valor does not give legal, tax, or investment advice. Confirm anything you rely on with the appropriate professional. Content is reviewed periodically and updated for accuracy.