We work with personal representatives, probate attorneys, and fiduciaries to determine the appropriate effective date (often a retrospective “date of death” value) and prepare a report that meets the needs of the probate court and any tax filings. This includes careful documentation of the property’s condition and relevant market data as of the required valuation date.

By engaging an experienced commercial appraiser early in the probate process, executors can reduce uncertainty, minimize conflict among beneficiaries, and demonstrate that real estate decisions were based on an independent, professional opinion of value.