Estate Settlement Appraisals
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.
When You Need an Estate Appraisal
Probate Proceedings
Establish date-of-death value for probate court and estate administration purposes.
Estate Tax Returns
IRS Form 706 requires professional appraisals for real property included in taxable estates.
Asset Distribution
Fair market value determination for equitable distribution among heirs and beneficiaries.
Trust Administration
Valuation of trust assets for trustees managing revocable and irrevocable trusts.
Estate Planning
Current value assessment for wealth transfer planning and gift tax considerations.
Step-Up Basis
Establish cost basis for inherited property to calculate future capital gains tax.
Why Choose Us for Estate Appraisals
IRS Compliant
Our appraisals meet all IRS requirements for estate tax returns and gift tax documentation.
Legally Defensible
Thoroughly documented valuations that can withstand scrutiny in probate court and IRS audits.
Historical Valuations
Experience in establishing accurate values as of specific past dates, including date of death.
Professional Objectivity
Unbiased valuations that serve all parties fairly in sensitive family situations.
Sensitive Service
We understand the emotional difficulty of estate matters and provide compassionate, professional service.
Report Features
- ✓Date-of-death or alternate valuation date analysis
- ✓IRS Form 706 compliant documentation
- ✓Comprehensive market analysis for relevant time period
- ✓Detailed comparable sales from appropriate date range
- ✓Professional certification and signature
- ✓Supporting documentation and exhibits
- ✓USPAP compliant methodology and reporting
Our Estate Appraisal Process
A thorough, respectful approach to estate property valuation
Initial Consultation
Discuss your specific needs, establish valuation date, and gather necessary documentation.
Property Inspection
Thorough on-site evaluation, measurements, and documentation of property condition.
Historical Analysis
Research market conditions and comparable sales from the relevant time period.
Report Delivery
Comprehensive appraisal report prepared for IRS, court, and legal review.
Need an Estate Appraisal?
Get a professional valuation that meets IRS and legal requirements