Estate Settlement
Estate & Probate Settlement Appraisals
IRS-compliant retrospective and date-of-death valuations that give executors, estate attorneys, and heirs a defensible basis for distribution, taxation, and probate filings.
Overview
What This Service Includes
Settling an estate demands a precise, well-documented opinion of value as of a specific historical date — typically the date of death. Our licensed appraisers produce retrospective valuations that satisfy IRS requirements and stand up to scrutiny from beneficiaries, the probate court, and the taxing authority. Each report is USPAP-compliant and formatted to support Form 706 filings and equitable heir distribution.
- Retrospective 'date-of-death' valuations meeting IRS standards
- Support for Form 706 estate tax filings and probate submissions
- Detailed comparable sales active and closed near the valuation date
- Neutral analysis acceptable to all beneficiaries and counsel
- Clear documentation of condition and market conditions as of the date
- Confidential handling of sensitive estate information
How It Works
Our Process
A transparent, four-step engagement from intake to a defensible, court-ready report.
Scope
We confirm the estate property, the date of death, and the intended use with the executor or attorney.
Research
Historical MLS, public record, and market data from the valuation date are compiled and verified.
Inspection
A current inspection documents condition; historical photos and records establish the date-of-death state.
Report
A signed USPAP retrospective appraisal is delivered within 3–5 business days (2-business-day expedite available) for filing and distribution.
Common Questions
Frequently Asked
What is a retrospective appraisal?
It is an opinion of value as of a past date — the date of death — rather than today. The appraiser researches market conditions and comparable sales that were available on that specific date.
Is this accepted by the IRS?
Yes. Our reports are USPAP-compliant and structured to support Form 706 estate tax filings and probate court submissions.
Do all beneficiaries need to agree?
Our analysis is independent and neutral, which helps minimize disputes. The report is acceptable to all parties and their counsel.
Ready to Move Forward?
Schedule a no-obligation consultation with a state-licensed DFW appraiser. Most reports delivered within 3–5 business days. A two-business-day expedite is available.