FOR FAMILIES, EXECUTORS, TRUSTEES & COUNSEL

Estate & probate appraisals

Current and retrospective residential valuations prepared for estate settlement, probate, and equitable distribution.

A SCOPE BUILT AROUND THE QUESTION

Clear analysis for a specific purpose.

Estate work often carries both practical deadlines and personal weight. The assignment is scoped around the property, effective date, intended use, and documentation the client and advisors need.

THIS MAY BE HELPFUL FOR

  • Estate settlement and probate administration
  • Asset distribution among heirs or beneficiaries
  • Trust administration and fiduciary decisions
  • Current or retrospective value questions

HOW THE ASSIGNMENT MOVES FORWARD

  1. Confirm the intended use, effective date, and intended users.
  2. Research the property and market evidence relevant to that date.
  3. Deliver a clearly explained report designed for the assignment.

DISCUSS THE PROPERTY AND PURPOSE

Start with a confidential conversation.

Connie will help define the appropriate scope, effective date, timing, and report for the decision in front of you.

Request an Appraisal