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Estate, Trust & Inheritance Appraisals

Navigate probate, estate planning, and trust administration with confidence. Our certified appraisers provide IRS-compliant, court-accepted valuations for estate settlement, tax reporting, and trust funding across Palm Beach County.

Why Estate Appraisals Matter

When a loved one passes away or you're planning your estate, accurate property valuations are essential for IRS compliance, fair distribution among heirs, and establishing cost basis for inherited assets. Our estate and probate appraisals meet the strictest standards required by probate courts, the IRS, and financial institutions.

We specialize in date of death valuations that establish property values as of a specific past date, which is critical for IRS Form 706 filings and stepped-up basis calculations. Whether you're settling an estate, funding a trust, or planning for the future, our reports provide the documentation you need.

Our Estate & Trust Appraisal Services

From simple probate valuations to complex trust administrations, we handle every type of estate-related appraisal. Our trust appraisals support both funding and distribution phases, while our step-up basis valuations help heirs minimize future capital gains taxes when they eventually sell inherited property.

For families transferring wealth to the next generation, we provide family transfer appraisals and estate tax appraisals that satisfy IRS requirements for gift and estate tax reporting. Our experience with life estate valuations ensures proper calculation of present and remainder interests.

What Makes Our Reports Different

IRS Form 706 Compliant: Our reports meet all IRS requirements for estate tax returns and federal filings

Court-Accepted: Probate courts throughout Florida recognize and accept our appraisals without question

Retrospective Expertise: We accurately value properties as of any past date, even years ago

Fast Turnaround: Standard 7-10 days, with rush service available for time-sensitive estate matters

Whether you're an executor, trustee, estate attorney, or family member, we provide professional, compassionate service during difficult times. Our detailed reports include comprehensive market analysis, property descriptions, and all documentation required for legal and tax purposes.

Our Estate & Trust Services

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