Estate Appraisal

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Appraisals for Estates and Trusts

It is an important and often stressful task to settle an estate. As an executor, you have been commissioned to meet the wishes of the deceased as efficiently and reliably as possible. You can count on us to act rapidly and with respect to the emotions of those concerned.

When determining real property values for estates, divorces, or other disputes requiring a value to be set on real property, lawyers and accountants depend on our values. We know their needs and are used to working with all interested parties. We include assessment reports that comply with the standards of the courts and different agencies.

In order to determine a fair market value for the residential property involved, settling an estate typically involves an assessment. The date of death is always different from the date the assessment is requested. We are familiar with the procedures and criteria needed to execute a retroactive evaluation with an effective date and an estimation of Fair Market Value matching the date of death. Under the Uniform Principles of Professional Appraisal Practice (USPAP), the ethics clause ties us with confidentiality, guaranteeing the fullest degree of independence.

Far too often, the need to provide a thorough real estate valuation prepared in support of the numbers used in documents filed with the revenue authorities is not fully understood by citizens.

A comprehensive report should support the views of the value used in the documents submitted to the tax authorities as to how the appraiser arrived at its conclusions. Such a study would undoubtedly show the authorities that the statistics used are well-founded and substantiated.

Getting a skilled assessment provides the executor with reliable facts and figures to deal with in meeting the criteria of the IRS and state agencies. It guarantees peace of mind for those concerned and if it is questioned, we are there to stand behind the evaluation.

Schedule An Appointment

Call 1-252-917-4619 and schedule an appointment with Treasure Coast Appraisals. For over 30 years, our clients in Port Saint Lucie and Martin County, Florida, know that the appraisals we do will hold up in court for you.