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Estate Appraisal

Every family must sooner or later deal with the loss of a loved one.  Such an emotional and tumultuous time can be exacerbated when there is no written will, or when the asset contents of the estate are not properly evaluated.  Disagreements and conflict among family members is very common and can be easily bypassed with a valuation inventory of the personal property. 

Some of our clients wisely foresee this and preemptively engage our services to get everything documented before they pass. This ensures that misunderstandings and feelings of unfair treatment among the various beneficiaries is avoided.  Equitable division of assets can be prearranged and recorded clearly.  An executor of an estate is responsible and accountable to act in good faith for the benefit of the estate.  Arranging for a proper itemized written appraisal by a qualified and accredited industry professional is a key element of the process.

Our estate appraisal process starts with a personal site visit in order to inspect all the contents on site.  We examine items for condition, and verify authenticity. Image records and measurements are recorded and become an integral element of our final itemization reports.  Coupled with our subsequent industry approved research methodology, the final presentation content and format can be relied on with confidence, both internally among family members, and with the legal, accounting and trust professionals who are involved in the process.

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