Estate Appraiser

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 as swiftly and exactly as possible. 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.

Resources:

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. Generally, the date of death differs from the date the appraisal is requested.  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.

Opinions of value used in documents filed with the revenue authorities should be supported by a detailed report as to how the appraiser arrived at his conclusions. Such a report will certainly demonstrate to the authorities that the numbers used are well founded and substantiated.

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 if it is challenged.

To order an appraisal, simply click here