Estate Appraisal

 

 

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 Bar Association Estate Planning FAQ

 

Retrospective Date of Death Appraisals

Settling an estate typically requires an appraisal to determine Fair Market Value on the date of death, which can be months to years prior to the date the appraisal is requested. This is know as a Retrospective Appraisal.

We are familiar with the requirements necessary to perform a Retrospective 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 in the time frame of the actual date of death.

The executor of the estate will be provided with an accurate value to use in meeting IRS and state requirements.  We will stand behind the appraisal throughout the entire process.

To order an appraisal, simply click here or email for a quick quote.

We will give an exact fee quote prior to any work completed.