Estate Appraisals

We are familiar with preparing residential and commercial appraisals for estates, whether an appraised value is needed for estate planning, estate tax filing, or settlement of an estate. In some instances, settling an estate will necessitate a certified appraisal report to substantiate the market value of the property. As a family-owned and operated firm we empathize that when you lose a loved one, the logistics of ordering an appraisal report are the furthest thoughts from your mind.

Due to this, often the time of death differs from the date the appraisal is needed. We are familiar with the requirements necessary to produce a retrospective appraisal report with an effective date and market value estimate matching the date you suffered the loss of your loved one.

Estate Tax
The IRS requires supporting documents to be filed to verify the financial numbers involved in estate sales. Our certified appraisal will meet IRS and other regulatory agency requirements.