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Independent residential valuation
Estate & Division of Assets
Current or retrospective residential valuations for estate planning, probate, tax, inheritance, and division-of-assets matters.
The decision
What is the residential property worth for this specific decision and effective date?
An estate matter may require a supported opinion of value as of the current date or a prior date of death. The assignment is designed around the intended use, intended users, relevant property interest, division requirements, and required effective date.
The assignment begins with the intended use, intended users, property interest, effective date, and reporting needs—not a predetermined result.
Before requesting this service
What the client should know at the beginning.
Information that helps
- Property address and access contact
- Intended use and intended users
- Required current or retrospective effective date
- Relevant legal, estate, sale, or property documents
How the scope is confirmed
The property interest, intended use, intended users, effective date, assignment conditions, and reporting needs are confirmed before appraisal work begins.
What to expect
The completed work provides an independent opinion developed for the stated use. It does not guarantee a sale price, tax result, settlement outcome, or loan approval.
When it may be useful
Start with the reason the service is needed.
Probate and estate settlement
Date-of-death valuation
Trust administration
Equitable distribution among heirs
What the work may include
A defined scope, not a generic package.
01Defined appraisal scope
02Relevant market research
03Supported residential value opinion
04Appraisal report prepared for the stated use
Typical process
Four clear stages from question to next step.
- 01Stage 1
Initial consultation and objective review
- 02Stage 2
Scope, information, and timing confirmation
- 03Stage 3
Research, analysis, or representation
- 04Stage 4
Clear delivery and next-step discussion
Begin with a clear objective