Estate Appraisals

Finalizing an estate can be a significant and occasionally stressful responsibility. As an executor, you are trusted to execute the deceased’s wishes accurately and promptly. Rest assured that you can rely on us to respond promptly and with sensitivity, respecting the feelings of all parties involved.

Legal professionals and accountants bank on our accurate real estate valuations when determining property values for estates, divorces, or any disputes that necessitate a valuation of real estate. We comprehend their requirements and are accustomed to collaborating with all involved parties. We provide appraisal reports that meet the specifications of various courts and governing bodies.

Finalizing an estate typically necessitates an appraisal to determine the Fair Market Value of the residential property involved. Often, the date of death may differ from the date the appraisal is ordered. We are well-acquainted with the procedures and requirements needed to conduct a retroactive appraisal with an effective date and Fair Market Value estimate aligning with the date of death. Upholding the ethics provision within the Uniform Standards of Professional Appraisal Practice (USPAP) binds us to confidentiality, ensuring the utmost discretion.

All too frequently, individuals underestimate the necessity of a comprehensive real estate appraisal supporting the figures used in documents submitted to revenue authorities. Value opinions utilized in these documents should be backed by a detailed report outlining the appraiser’s methodology in reaching the stated conclusions. Such a report significantly lends credence to the numbers used, demonstrating they are well-researched and substantiated.

Engaging a professional appraisal service equips the executor with solid facts and figures to comply with IRS and state agency prerequisites. It offers peace of mind to all parties, as we stand behind our appraisal in the event of a challenge.


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