Estate & Probate Appraisals

Independent residential valuations for probate, estate settlement, inheritance, trusts, and retrospective date-of-death needs.

When an estate includes real estate

Real property is often one of the most significant assets in an estate. A professional appraisal can help establish a credible value for estate administration, probate, tax or accounting discussions, beneficiary distribution, trust matters, and related planning.

Current and retrospective valuations

Depending on the intended use, an estate appraisal may require the property’s current market value or a retrospective opinion of value as of a prior date, such as the owner’s date of death. Be sure to provide the relevant effective date when requesting a quote.

We commonly assist with

• Probate and estate settlement
• Date-of-death appraisals
• Retrospective valuations
• Inheritance and beneficiary distribution
• Trust administration
• Family buyouts involving inherited property

What we need from you

The property address, intended use of the appraisal, effective date if different from the current date, and the name of the client or authorized contact. If an attorney, CPA, executor, or trustee is involved, their contact information may also be helpful.