Estate And Probate Appraisals
Executors, trustees and CPAs often need a home's value as of a specific past date for the estate, sometimes months or years later. We appraise the property as of that date and explain how we got there, in plain language.
When You Need One
- Probate and estate administration
- Stepped-up cost basis for heirs (talk with your CPA)
- Dividing a property among heirs
- Trust administration or a buyout between family members
What You Get
- Retrospective value as of the date your attorney or CPA specifies
- PDF report in your portal, by the date you choose when you book
- 30 days of support for questions from you, your CPA or your attorney
- Court-approval orders supported for probate
Many estate homes are vacant. Tell us about the lockbox, key or who will let us in when you order, and we'll schedule around it.
Your price in a minute
No account needed.
Questions
The date we need is a while back. Can you still appraise it?
Yes. We value the home as it was on that date, using sales from around that time. If the home has changed since, tell us what changed.
Do I need to be there?
No. Someone just needs to give us access. A lockbox or key pickup works.
Can my CPA or attorney get the report?
Yes. Name them as intended users when you order and invite them to the portal.
What if the probate court must approve the fee?
When you book (right after your quote), check "The fee requires court or probate approval." Nothing is charged until the court approves.