Estate & Trust Appraisals
Accurate date-of-death valuations for estate planning, probate, and trust administration. IRS-compliant reports for tax purposes.
Why You Need a Estate & Trust Appraisal
Settling an estate is a complex process, and accurate property valuation is often required for tax reporting and equitable distribution among heirs. We specialize in "date-of-death" valuations (retrospective appraisals) that meet all IRS and state requirements.
We work closely with executors, attorneys, and CPAs to ensure that the appraisal report is comprehensive, accurate, and delivered in a timely manner to help you move forward with estate administration.
IRS-compliant for tax reporting
Date-of-death (retrospective) valuations
Equitable distribution support
Trusted by estate attorneys
Fast turnaround times
Compassionate service
The Process
1. Consultation
We discuss the specific needs of the estate, including the effective date of value required (often the date of passing).
2. Inspection
We inspect the property to document its condition and characteristics as of the effective date.
3. Delivery
We deliver a comprehensive report suitable for tax filings and probate court.