Estate Appraisal        

What Is an Estate Appraisal?

An Estate Appraisal determines the current or retrospective market value of real estate that is part of a decedent’s estate.

This type of appraisal is commonly used for:

• Estate planning

• Trust administration

• Inheritance distribution

• Settling financial affairs after a loved one’s passing

Unlike a Date of Death Appraisal, an Estate Appraisal may also be required for reasons unrelated to probate, such as:

• Updating the value of assets held in a trust

• Equally distributing property among heirs

• Legal or financial planning with a CPA or estate attorney

• Preparing to sell inherited property

Depending on the purpose, the appraisal can reflect either the current market value or a retrospective (past) value.

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Who Typically Orders an Estate Appraisal?

• Trustees and Executors

• Attorneys and CPAs

• Heirs and Family Members

• Estate Planners and Financial Advisors

These appraisals help ensure that everyone involved has an accurate understanding of the property’s value for tax, legal, or distribution purposes.

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Example Use Case

You’re the trustee of a family trust and need to determine the current value of the home to divide the assets fairly between beneficiaries.

I provide a certified, USPAP-compliant appraisal with full documentation and comparable sales to support the value conclusion.

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Estate Appraisals Without the Stress

Estate planning and trust management can be complex. My goal is to make the real estate side of the process as clear, professional, and stress-free as possible.

I work directly with individuals, attorneys, and financial professionals to ensure accurate and timely reporting — whether the property will be retained, sold, or distributed.