Estate & probate
Estate, probate, and trust appraisals
When property is part of an estate, trust, or inheritance matter, the valuation must be accurate, well-documented, and delivered on a timeline that meets legal and filing requirements. We work directly with executors, trustees, beneficiaries, and their counsel to provide reports that fit cleanly into the administration process.
- Date-of-death valuations — retrospective appraisals tied to the decedent's date of passing for IRS and probate filings
- Current market value — present-day opinions of value for distribution, sale, or buyout decisions
- Trust and fiduciary reporting — structured documentation for trustees and financial advisors managing real property assets
- Multi-party coordination — clear communication when multiple attorneys, heirs, or institutions are involved
Divorce & settlements
Divorce and equitable distribution appraisals
Property valuations in divorce and partnership dissolution must be independent, credible, and clearly documented. We provide neutral reports that attorneys, mediators, and judges can rely on when real property is part of the asset division.
- Independent analysis — neutral, third-party valuation with no interest in the outcome of the settlement
- Attorney-ready documentation — reports formatted for legal review, discovery, and courtroom presentation
- Buyout support — clear value opinions to inform negotiations when one party is buying out the other's interest
- Retrospective dates — valuations tied to separation dates or other legally relevant effective dates when required
Pre-listing & FSBO
Pre-listing and private sale appraisals
A comparative market analysis is a starting point, but some properties need a deeper, independent value opinion before a pricing strategy is set. This is especially valuable for unique homes, properties with significant improvements, or sellers who want to negotiate from a stronger position.
- Pricing confidence — go to market knowing your asking price is backed by independent analysis, not estimates
- FSBO support — sellers managing their own transaction benefit from a professional valuation to anchor negotiations
- Renovation ROI — understand how recent upgrades affect market value before deciding on a list price
- Agent collaboration — listing agents can use the report to support pricing discussions with sellers and buyers
Tax appeals
Tax appeal and retrospective value appraisals
When an assessed value does not reflect the true market value of a property, a professional appraisal provides the factual foundation needed for a property tax appeal. Retrospective valuations for prior effective dates require careful scope definition and strong comparable support.
- Assessment challenges — an independent opinion of value to present to the county assessor or tax appeal board
- Retrospective analysis — valuations tied to a specific prior date, supported by market data from that period
- Capital gains support — establish a basis value for properties acquired through inheritance or long-term ownership
- Clear documentation — structured reporting that tax professionals and appeals boards can follow without ambiguity
Complex properties
Complex and luxury residential appraisals
Not every home fits neatly into a standard comparable grid. Custom builds, luxury residences, large acreage properties, and architecturally unique homes all require additional analysis, stronger narrative support, and a deeper understanding of what drives value in the upper tiers of the market.
- Luxury residences — high-value homes where comparable selection and adjustment methodology demand extra care
- Custom and unique builds — properties with features, floor plans, or construction quality that standard data does not capture well
- Large lots and acreage — homes on non-standard parcels where land contributes significantly to total value
- Mixed-use or atypical — residential properties with guest houses, workshops, or other features requiring additional analysis
Custom assignments
Need something that does not fit a standard category?
Every property and every decision is different. If your situation involves unusual timing, multiple properties, a unique intended use, or any other complexity, reach out and we will help define the right scope.
Describe your assignment