Appraisal Services
Estate & Date-of-Death Appraisals
Careful, well-documented valuations for estate settlement, probate, and date-of-death reporting.
How This Service Helps
Settling an estate often means knowing what a property was worth on a specific date. We prepare clear, well-supported appraisals for estate settlement, probate, and date-of-death purposes — handled with the care these situations deserve.
When This Service May Be Needed
Who This Service Is For
- Executors and personal representatives
- Estate and probate attorneys
- Families and heirs
- Accountants and financial planners
Information That Helps
Having the following ready makes the first conversation more productive:
How the Process Works
Share Your Property Details
Start with a call or message about your property, its location, and why you need an appraisal.
Discuss Your Appraisal Needs
We talk through your situation and goals so the appraisal is scoped to what you actually need.
Confirm the Scope and Next Steps
You receive a clear outline of the work involved and what happens next before anything begins.
Complete the Appraisal and Reporting Process
The property is evaluated, market research is completed, and you receive a documented report.
Questions About Estate & Date-of-Death Appraisals
It's a retrospective appraisal with an effective date set to the date of death. The valuation is developed using market data from that time period, even though the report is prepared later.
Yes. Retrospective appraisals are common in estate work. The appraiser researches sales and market conditions as they existed on the required date.
No. We provide professional opinions of value. Your attorney or tax advisor can advise on how the valuation applies to your legal or tax situation.
Ready to Talk About Estate & Date-of-Death Appraisals?
Reach out to discuss your property, your timeline, and whether this service fits your situation.