Estate and Trust Appraisals

Estate and Trust Planning requires appraisals for step up basis, Stepped Up Basis, adjusted Cost Basis, and for Capital Gains savings, as of a specific date. Trustees, attorneys, accountants, and agents rely on our services when developing an appraisal for 

  • stepped up basis,
  • adjusted cost basis,
  • current market values,
  • partial interests,
  • divorce,
  • partnerships,
  • historical, 
  • pass through valuations,
  • capital gains values,
  • assets distribution, and
  • gifting purposes

The responsibility as executor can be demanding. You can rest assured, however that the reason we get recommended so often is because we have always been trusted to be fair, act quickly, and with sensitivity to the feelings of everyone involved.

Settling an estate will require an appraisal to establish fair market value for the residential property as of the time of death.  We are familiar with the procedures and requirements necessary to perform a retrospective appraisal with an effective date and fair market value estimate matching the date of death. We remain fully vested in your confidentiality, ensuring the fullest degree of discretion.

"James provided quick and discrete service, and my family was pleased with the easy- to-read report." - Executor of large estate

What is a Qualified Appraisal?

What is a Date of Death Valuation? 


Contact Us  We are always available to answer your initial questions and concerns.