Professional valuations for probate, inheritance, and estate planning
During difficult times, you need an appraisal you can trust. Our estate settlement appraisals provide accurate, defensible property valuations that meet IRS requirements and satisfy legal standards for probate, inheritance, and estate tax purposes.
Whether you're an executor settling an estate, an attorney representing beneficiaries, or a trustee managing assets, we provide the professional documentation necessary for fair distribution, tax compliance, and legal proceedings. Our reports are prepared with the understanding that they may be reviewed by courts, the IRS, and multiple parties with different interests.
Establish date-of-death value for probate court and estate administration purposes.
IRS Form 706 requires professional appraisals for real property included in taxable estates.
Fair market value determination for equitable distribution among heirs and beneficiaries.
Valuation of trust assets for trustees managing revocable and irrevocable trusts.
Current value assessment for wealth transfer planning and gift tax considerations.
Establish cost basis for inherited property to calculate future capital gains tax.
Our appraisals meet all IRS requirements for estate tax returns and gift tax documentation.
Thoroughly documented valuations that can withstand scrutiny in probate court and IRS audits.
Experience in establishing accurate values as of specific past dates, including date of death.
Unbiased valuations that serve all parties fairly in sensitive family situations.
We understand the emotional difficulty of estate matters and provide compassionate, professional service.
A thorough, respectful approach to estate property valuation
Discuss your specific needs, establish valuation date, and gather necessary documentation.
Thorough on-site evaluation, measurements, and documentation of property condition.
Research market conditions and comparable sales from the relevant time period.
Comprehensive appraisal report prepared for IRS, court, and legal review.
Get a professional valuation that meets IRS and legal requirements