Estate And Trust Appraisals (Order Form)
We assist folks every week, with their many needs of estate settlement, partial interest, and/or partnership dissolutions. The often overwhelming responsibility as executor, or recipient, is often a thankless task. Often, you may still be grieving from the loss of your loved one, or a close family member. As executor, everyone is expecting you to perform miracles, and all the parties are waiting expectantly. Typically the time to complete these functions will take not only months, but up to two years. You can rest assured, that the reason we get recommended so often, is because throughout our years of experience,we have always been trusted to be fair, act quickly, and with sensitivity to the feelings of everyone involved.
Attorneys and Accountants, Enrolled agents and trustees, together and separately, rely on our skills and easy-to-understand documentation, when developing valuations for:
- Estates, Trusts, Partial Interests, Divorce, Partnerships, Historical or retrospective, Alternate valuation dates, Pass Through valuations, Capital Gains values, Assets distribution, and gifting purposes.
Divorces and other disputes require a value being determined on real property. We provide appraisal reports that easily meet the requirements of the courts and various agencies.
Settling an estate will require an appraisal to establish Fair Market Value for the residential property. Often, the date of death differs from the date the appraisal is requested. 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.
Often, folks do not understand the need to have a valuation or appraisal prepared, to support the values used in IRS, Trust, and Probate proceedings. Values used in these settings should be supported by a report from an appraiser, to avoid further disputes.
We are always available to answer your intial questions and concerns. Feel free to give us a call, at 818.991.9322 or drop us an e-mail, at james@eas2.com.
