When Estate & Trust Appraisals Are Needed

Estate and trust appraisals are commonly required for:

• Estate settlement

• Probate court proceedings

• Trust distribution

• Inheritance planning

• IRS Date of Death (DOD) valuation

• Step-up basis for tax purposes

• Asset division among beneficiaries

• Retrospective (historical) value analysis

Whether the appraisal needs to reflect current market value or the value of the property as of a specific historical date, we provide accurate and fully defensible reports.

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Date of Death (DOD) Appraisals

A Date of Death appraisal is typically required by the IRS for estate tax purposes.
These appraisals may be:

• Retrospective (value as of the date the owner passed away)

• Current market value (value today for decision-making or settlement)

• Both, depending on attorney or tax professional requirements

Our reports meet USPAP standards and provide the documentation lawyers and accountants need to finalize an estate.

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Trusted by Legal & Financial Professionals

Team Appraisal works regularly with:

• Probate attorneys

• Estate planners

• Financial advisors

• CPAs & tax professionals

• Executors & personal representatives

• Trustees and fiduciaries

We understand the sensitivity, accuracy, and timeliness required in estate-related assignments.

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What Our Estate & Trust Appraisals Include

Every appraisal includes:

• Full interior and exterior property inspection

• Market sales analysis

• Retrospective valuation (if needed)

• Supportive comparable sales

• Neighborhood and market data

• Clear value explanation and commentary

• Professional PDF report suitable for court, tax agencies, and legal documentation