Estate & Probate Appraisals for Attorneys, Executors, and Families

Clear, defensible real estate valuations for probate, estate settlement, trust administration, and date-of-death reporting.

Residential & commercial • Retrospective Valuations • Independent reports • Professional Turnaround

When a property value is needed for probate, estate settlement, trust administration, inheritance planning, or a retrospective date-of-death valuation, we provide objective appraisals that help families, attorneys, and advisors move forward with confidence.

Estate Planning Appraisals

's Leading Appraisal Firm

Providing high quality appraisals of residential and commercial properties in a timely & professional manner.

's Leading Appraisal Firm

Providing high quality appraisals of residential and commercial properties in a timely & professional manner.

's Leading Appraisal Firm

Providing high quality appraisals of residential and commercial properties in a timely & professional manner.

We Specialize In Appraisals For:

SAVE MONEY

Choosing an appraiser you can trust can save you thousands of dollars and help you make better informed decisions.

AVOID CONFUSION

We walk you through the appraisal and make sure all of your questions are answered.

STRESS-FREE PROCESS

We will make your experience stress-free by being efficient, transparent, and simplifying the entire process for you.

Our Simple 3 Step Appraisal Process

Step 1: Connect With Us

Reach out via our website, phone, or email. We'll discuss your needs and unique situation.

Step 2: Expert Evaluation

We conduct a thorough appraisal tailored to your property, ensuring accurate and reliable results.

Step 3: Informed Decisions

With our detailed appraisal, you can make well-informed decisions with complete confidence.

Common Reasons you may Need this Appraisal

Who We Help

  • Attorneys

  • Executors

  • Families / heirs

  • Accountants and financial planners

  • Realtors handling inherited property

  • Trustees

Why Clients Choose us for Estate and Probate Work

  • Defensible, impartial valuations

  • Clear communication during sensitive matters

  • Experience with estate-related assignments

  • Reports suitable for legal, tax, and settlement needs

  • Residential and commercial appraisal capability

  • Professional, timely process

Simple 3-step Process

Step 1: Tell us about the property and assignment
Step 2: We confirm scope, timing, and needed details
Step 3: You receive a professional appraisal report

Estate Appraisal FAQs for Probate, Trust, and Tax Matters

When an estate involves probate, trust administration, tax reporting, or inherited property decisions, a credible appraisal can play an important role in helping attorneys, executors, trustees, accountants, and families move forward with confidence. Below are answers to common questions about date-of-death and estate appraisal services, including what is needed to get started and how these appraisals are commonly used.

What is a date-of-death appraisal?

A date-of-death appraisal is a retrospective opinion of a property’s fair market value as of the owner’s date of death. It is often needed for probate, trust administration, estate settlement, and estate tax reporting when a well-supported valuation is required.

Who usually requests an estate appraisal?

Estate appraisals are commonly requested by attorneys, executors, trustees, accountants, administrators, heirs, and family members involved in settling an estate or administering a trust. In many cases, the appraisal helps support probate filings, asset distribution decisions, tax reporting, or the sale of inherited property.

Can you appraise both residential and commercial properties?

Yes. Estate appraisal assignments may include residential, multi-family, land, and many commercial property types, depending on the property and scope of work. This gives legal, fiduciary, and financial professionals reliable valuation support across a broad range of estate assets.

What information do you need to get started?

To begin, we typically need the property address, effective date of value, intended use of the appraisal, and the name of the client or party ordering the report. Supporting materials such as trust or probate documents, prior appraisals, legal descriptions, rent rolls, or other property details can also help define the assignment and streamline the process.

How long does the process usually take?

Turn time depends on the property type, assignment complexity, intended use, and availability of supporting information. Many estate appraisal assignments are completed within several business days, while more complex or retrospective assignments may require additional time. If a deadline is involved, it is helpful to mention it at the start.

Can this be used for probate or tax purposes?

Yes. A properly developed estate appraisal can be used to support probate matters, trust administration, estate settlement, and estate tax-related reporting when a retrospective fair market value is needed. Many clients request these appraisals specifically for legal, fiduciary, and tax documentation purposes.

Do you serve attorneys and executors directly?

Yes. We regularly work directly with attorneys, executors, trustees, accountants, and other estate professionals who need reliable, well-supported appraisal reporting. We understand the importance of clear communication, defensible valuation support, and timely delivery when the appraisal is being used in connection with probate, trust, settlement, or tax matters.

Need an Estate or Probate Appraisal?

Tell us about the property and the purpose of the assignment, and we’ll help determine the right scope and next steps.

Meet Jon

Click here to learn more about Jon J. Meyers, SRA.

Services

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Why We're Different

We prioritize professionalism and integrity to ensure you have the best experience with our appraisers.

Reviews

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