Appraisals are needed for tax planning, prior to a property owner's death and for settling an estate after death.
We understand how important and stressful settling an estate can be. As an executor you have been entrusted to carry out the wishes of the deceased swiftly and exactly. You can count on us to act quickly and with sensitivity to the feelings of everyone involved.
Local Sacramento area Attorneys and Accountants rely on our values when calculating real property values for estates. We understand their needs and are used to dealing with all parties involved. We provide appraisal reports that meet the requirements of the courts and various agencies.
American Acadamy of Estate Planning Attorneys
American Bar Association Estate Planning FAQ
Do you need an appraisal?
Settling an estate typically requires an appraisal to determine Fair Market Value for the residential property involved. Often, the date of death is weeks or months prior to the date the appraisal is requested. This is know as a Retrospective Appraisal.
We are familiar with the procedures and requirements necessary to perform a retroactive appraisal with an effective date and Fair Market Value estimate matching the date of death. We will use comparable sales that sold or went into contract near the actual date of death.
With a professional appraisal in hand, the executor is provided with accurate facts and figures to work with in meeting IRS and state agency requirements. This facilitates peace of mind to everyone concerned because we are there to stand behind the appraisal throughout the entire process.
To order an appraisal, simply click here or email for a quick quote.