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Estate, Probate, and Date of Death

Estate Management

Estates and trusts can often require an appraisal for a variety of reasons. Whether you need to establish fair market value for an asset distribution, or are simply trying to appropriately plan ahead, we are able to provide a reliable and properly documented appraisal that will serve your needs. If your estate plan includes donations of property or transfers to your beneficiaries, we can develop an accurate and well documented valuation that is statutorily compliant to satisfy your due diligence.

Probate & Dispute

Our probate clients often need a current market value because they are considering listing the home for sale, or to help determine a fair settlement between heirs. Handling probate and probate disputes among heirs are often painful experiences, but we will do our best to help you make the best of the situation. Whether you are currently having a dispute or just need an independent 3rd party value estimate, we have the experience to get the job done right. Estate appraisals come under intense scrutiny. Our appraisers will work with you to determine the most appropriate process, documentation requirements, and specific needs for your situation. Each of our appraisers have more than 2 decades of local appraisal experience and have appropriate qualifications/licensing for any assignment we accept.

Date of Death

The date of death is often used as the “effective date” for an estate or probate appraisal, and we often receive requests for these types of appraisals months or years later. If you are looking up this type of appraisal, you are most likely in need of an estate appraisal or appraisal for probate. Estate and probate appraisals are sometimes needed for tax purposes, for court presentation, or to support the value of a transfer of ownership due to death or inheritance. We will work with you to determine the most appropriate documentation for a valuation tailored to your specific requirements. Settling an estate can be a monumental learning process, and people tend to get thrown into it without enough preparation. Estate valuations are normally handled by an attorney or an accountant, but it is usually a family member that ultimately is responsible for those decisions. We have the experience to help guide you in the process. We understand that often properties are inherited with condition issues or may be untidy. There is nothing that we are likely to see that we have not seen before, and we are able to visualize the home as "empty and broom swept" if you have not finished a clean out. We understand that access to the home may be require some delicacy and we are experienced with setting appointments in uncomfortable circumstances. We will ensure that our provided services will be catered to your specific situation.