Estate Appraisals

Settling an estate is an important and sometimes stressful job.  As an executor you have been entrusted to carry out the wishes of the deceased as swiftly and precisely as possible.  You can count on us to act professionally and with sensitivity to the feelings of everyone involved.

Attorneys and accountants rely on our values when calculating property values for estates, divorces, or other disputes requiring a valuation of real estate.  We understand their needs and are used to dealing with all parties involved.  We provide appraisal reports that meet the requirements of the courts and  agencies involved.

Settling an estate usually requires an appraisal to establish "Market Value" for the real estate, home or property. Most often, the date of death differs from the date the appraisal is requested.  We are familiar with the procedures and requirements necessary to perform a retroactive appraisal with an effective date and Market Value estimate matching the date of death. We strictly adhere to the ethics provision within the Uniform Standards of Professional Appraisal Practice (USPAP) which binds our confidentiality, ensuring complete discretion.

All too often, people do not fully appreciate the need to have a detailed real estate appraisal prepared in support of the values used in documents filed with revenue authorities.

Opinions of value used in documents filed with the IRS require full support of the valuation process.  Compliance with IRS regulations is something we are familiar with.  A complte appraisal report will demonstrate to the authorities that the numbers used are well founded and substantiated.

A complete and professional appraisal will provide peace of mind to the heirs and family of the deceased as well as providing valuation support to the attorneys and accountants who must comply with IRS and state agency requirements.