Effective Trust and Estate Mineral Management

TL;DR: Trust and estate mineral management requires fiduciary-level care with SOC certified processes. Valor helps trust officers and estate administrators manage oil and gas assets with proper accounting, lease administration, beneficiary reporting, and regulatory compliance - all accessible through mineral.tech® for real-time portfolio visibility.

Valor understands the role of a fiduciary and the complexities of managing oil & gas assets within trust and estate structures. As a leading SOC certified solutions provider we provide custom tailored solutions to help cut costs, improve operational efficiency and effectiveness, and provide the best possible experience. Our business process outsourcing solutions allow you to focus on what you do best, while we provide the luxury of real-time access to our state of the art software, mineral.tech®

Valor was created to provide a unique approach to mineral rights management services. With generations of working and owning mineral rights and oil and gas, our team seeks to combine their outstanding industry expertise and relationships to provide the best possible service to clients. We have experience in specialized disciplines including oil and gas law, accounting, operations and mineral investment, management and divestiture.

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 a leading software solution for mineral and royalty management. Allowing you to not only store and organize your mineral rights information but to gain insight into opportunities to further capitalize on your assets and recover missed revenue and identify un-leased minerals. 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 the ability 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:

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 with 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 the best possible deal 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 a relationships with multiple banks that enables us to setup 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.

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Frequently Asked Questions

It requires fiduciary-level care with SOC-certified processes. Valor helps trust officers and estate administrators with accounting, lease administration, beneficiary reporting, and regulatory compliance, all accessible through mineral.tech®.

Valor handles transfer-of-title work, division-order updates, and operator-of-record changes after a death, and traces undivided fractional interests, identifies missing heirs, and reconciles decimal-of-interest discrepancies across operators.

Valor maintains audit-trail, segregation-of-duties, and access controls that trust departments and probate attorneys require, with annual 1099 reconciliation, depletion schedules, and per-beneficiary rollups supplied to trust accountants and CPAs.

Guides for Fiduciaries Holding Minerals

Key Takeaways