Estate Appraisals
Date of death property valuations for estate settlement and tax purposes
When It's Needed
- •Estate settlement and probate
- •Federal estate tax returns (Form 706)
- •Trust administration
- •Distribution of assets among heirs
- •Stepped-up basis determination
- •Executor/trustee fiduciary responsibilities
What's Included
- ✓Retrospective valuation as of date of death
- ✓USPAP-compliant appraisal report
- ✓IRS and court-acceptable documentation
- ✓Detailed comparable sales analysis
- ✓Market conditions as of valuation date
- ✓Professional consultation with attorneys/executors
Typical Turnaround Time
5-7 business days for estate appraisals
Our Process
1
Contact - Provide date of death and property details
2
Documentation - Gather necessary property information
3
Research - Analyze market conditions as of date of death
4
Inspection - Conduct property inspection (if accessible)
5
Valuation - Determine market value as of specific date
6
Delivery - Receive IRS/court-acceptable report
Related Services
Request a Quote
Contact us today to discuss your appraisal needs and get a free quote