Our Services

Estate Appraisals

Accurate Valuations for Estate Planning & Settlement

What We Do

How We Help

Losing a loved one is never easy. We make the appraisal process as quick and painless as possible so you can focus on what matters most.

Estate appraisals are essential for tax planning, asset division among beneficiaries, and establishing fair market value for estate settlement. Our meticulous attention to detail ensures your appraisal meets IRS requirements and stands up to any review.

We offer flexible inspection options. While on-site inspections are preferred, we can work with detailed photos and property information when physical access is limited.

Estate Appraisals

Pricing

Fees & Add-Ons

Transparent pricing with no hidden fees

01

Single Date Appraisal

$750

starting at

A comprehensive appraisal for estate settlement or tax purposes, for a single valuation date.

02

Secondary Date Appraisal

$500

An additional valuation date for properties requiring multiple date assessments.

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Get a Estate Appraisal Quote

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Common Questions

Frequently Asked Questions

Everything you need to know about our estate appraisals process

It depends on the estate's requirements. Some estates need a date-of-death value for tax purposes, while others may need a current market value for sale or distribution. We can provide both in a single engagement if needed.

Our appraisers follow USPAP standards and provide objective, market-data-driven valuations regardless of who orders the appraisal. Whether the value benefits the estate for tax purposes or sale purposes, our job is to report the true fair market value.

Estate appraisals serve several critical purposes: establishing value for estate tax returns (IRS Form 706), equitable division of assets among beneficiaries, establishing a stepped-up cost basis for inherited property, and providing documentation for probate proceedings.

An on-site inspection is preferred for the most accurate valuation. However, we understand that access can be limited in estate situations. We can work with detailed photographs, property records, and other available information when a physical inspection isn't possible.