Estate Appraisals for Attorneys & Executors

Estate Appraisals for Attorneys & Executors
Accurate Property Valuations for Estate Settlement & Tax Compliance
When settling an estate, an accurate real estate appraisal is often essential for tax reporting, equitable distribution among heirs, and legal compliance. Whether you're an estate attorney, executor, administrator, or family member managing an estate, we provide comprehensive residential appraisals that meet IRS requirements and court standards.

Why Estate Appraisals Matter
A professional appraisal establishes the fair market value of real property as of a specific date, typically the date of death. This valuation serves multiple critical purposes: it determines the stepped-up basis for capital gains tax calculations, establishes values for estate tax returns, provides documentation for probate court, and ensures fair distribution of assets among beneficiaries. Without a credible appraisal, estates may face IRS audits, disputes among heirs, or incorrect tax liability calculations.

Estate Appraisal Services
We provide date-of-death valuations that establish property value as of the decedent's passing, which is crucial for IRS Form 706 (Estate Tax Return) and establishing cost basis for heirs. For estates requiring retrospective valuations, I can appraise properties as of historical dates using comparable sales data and market conditions from that time period.
Our services also include estate-planning appraisals, helping individuals and their attorneys understand current property values when creating trusts or planning asset distribution. When estates involve multiple properties or beneficiaries need to buy out other heirs, I provide valuations that facilitate equitable settlements.

What's Included
Each estate appraisal includes a comprehensive USPAP-compliant report with a detailed property description, thorough market analysis using comparable sales from the relevant time period, and clear documentation suitable for IRS submission and court proceedings. We maintain strict confidentiality and understand the sensitive nature of estate matters.
The appraisal report will include interior and exterior property photographs, a detailed analysis of the property's condition as of the valuation date, a neighborhood and market area analysis, and a clear statement of value with supporting documentation. All reports are completed by a Certified Appraiser with experience in estate valuations.

Working with Estate Attorneys & Executors
We understand the time-sensitive nature of estate settlement and the importance of accurate documentation. We work directly with attorneys, executors, and family members to ensure the appraisal meets all legal and tax requirements. Our reports are designed to withstand IRS scrutiny and provide the documentation needed for smooth estate administration.
We are available to answer questions from attorneys and executors throughout the process and can provide testimony, if needed, in court proceedings. Rush services are available when estates have tight filing deadlines.