Estate Appraisals

The last thing on your mind after the loss of a loved one is dealing with their real estate. However, it is a critical part of working with their estate. We aim to make the appraisal process quick and easy so you don't have to focus on the real estate any more than needed.

PURPOSE

How We Help

As experts in real estate appraisals, specializing in estate valuations and strategic tax planning, we bring a wealth of expertise to cater to your distinct needs. With meticulous attention to detail and a profound understanding of the intricacies inherent in real estate valuation, our team is well-prepared to deliver precise and comprehensive assessments tailored specifically to your requirements.

Our commitment to excellence transcends the technical facets, as we prioritize the provision of thorough reports that not only adhere to the highest industry standards but also serve as invaluable tools for efficient estate planning and optimal tax management. By choosing us as your trusted appraiser, you are selecting a dedicated partner who seamlessly combines technical proficiency in real estate appraisals with a strategic approach to support your estate planning and tax optimization objectives. We eagerly anticipate the opportunity to assist you in navigating the complexities of your real estate portfolio with utmost precision and professionalism.

Pricing

Fees and Add-ons

Here are the fees that we charge for estate appraisals.



Single Date Appraisal

A single appraisal for the subject property based on a current or retrospective date

$750

starting at



Secondary Date Apprisal

Add a secondary valuation date to the appraisal. For example, add a retrospective date of valuation to the analysis

$500

Need help with an appraisal?

Tell us a little bit about the property and we will send you a customized appraisal quote!

Thank you

Thanks for reaching out. We will get back to you soon.

Oops! Something went wrong while submitting the form.

Frequently Asked Questions

Answers to the most common questions for estate appraisals

Will it require more than 1 appraisal?

Depending on the purpose of the appraisal for the estate you may need one or two different appraisals.

In some cases you only need to know the current market value. Other times you need to know a retrospective value based on a date of purchase, or a date of death. And in some cases you need to know both.

I want a low (or high) value. Is that ok?

While you may think you want a low, or high, value, what you really want is an accurate picture of the market value.

You may be tempted to try to find an appraiser who will have an aggressive approach to value (high value) or a conservative approach (low value), you should reconsider.

Not only would this violate the appraisers license and ethics guidelines (you don’t want to work with someone who would do that, right?) but it would also result in a report that would not be able to be well supported or defended.

An appraisal that is well supported by the market data will result in the best overall outcome.

Why do I need an appraisal?

There are a number of reasons that you may need to know the value of the real estate for an estate, but the most common reasons are:
- Asset division among beneficiaries
- Estate taxation

In both scenarios, having an in-depth and accurate opinion of value for the property is extremely important.

Is an inspection of the property required?

An inspection of the property gives the appraiser the best ability to create an accurate appraisal, however there are times when an inspection is not possible.

In this case, photos and details about the property can be presented to the appraiser to allow us to get a good picture of the condition and amenities present in the home on the date of value.