Estate Appraisal

 

 

Appraisals are needed for tax planning, prior to a property owner's death and for settling an estate after death.

We understand how important and stressful settling an estate can be. Executors are have been entrusted to carry out the wishes of the deceased swiftly and exactly. You can count on us to act quickly, with sensitivity to the concerns of everyone involved.


 

Retrospective Date of Death Appraisals

Settling an estate typically requires an appraisal to determine the value on the date of death. This date can be recent or many years prior.

We are familiar with the requirements necessary to perform a Retrospective Appraisal with an effective date and Fair Market Value estimate matching the date of death.

We will use comparable sales that sold or went into contract in the time frame of the actual date of death.

The executor of the estate will be provided with an accurate value to use in meeting IRS and state requirements.

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