Estate Services

estate-planningEstablishing values for tax purposes in a trust or settling an estate is an important and sometimes stressful job. As an executor, your job may seem complex and confusing. We work well with all parties to insure a timely, accurate and defensible outcome. Advising your other professional as to the best appraisal option guarantees the right results.

Attorneys, Financial Planners and Accountants rely on our values when calculating real property values for clients' trusts or estates. Often, appraisals are required to settle divorces, or other disputes requiring a value being placed on real property. We have years of working with disputing parties and understand the challenges involved.

We provide appraisal reports that meet the requirements of the courts and various agencies. Further, we can tailor the report to the ultimate user(s). Settling an estate usually requires an appraisal to establish Fair Market Value for the property involved. Often, there are different property types; we have the experienced staff to handle all property types.

The ethics provision within the Uniform Standards of Professional Appraisal Practice (USPAP) binds us with confidentiality, ensuring the fullest degree of discretion. Appraisals completed for you are your appraisals that you control.

Value conclusions used in documents filed with the revenue authorities should be supported by a detailed report/work files. Such details will demonstrate to the authorities that the numbers used are well founded and substantiated. Having a professional appraisal gives the user solid facts and figures to work with in meeting revenue agencies requirements. Peace of mind assured because we are there to stand behind the appraisal if it is challenged.

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