Estate and trust appraisals establish the fair market value of real property for probate administration, trust distribution, and tax reporting. Executors, trustees, and estate attorneys depend on a credible, USPAP-compliant appraisal to settle estates fairly and satisfy the courts, the IRS, and beneficiaries.
Probate and Trust Administration
Whether you are administering a probate estate through the Riverside Superior Court or distributing assets held in a living trust, an independent appraisal documents the value of real estate so it can be sold, transferred, or divided among heirs without dispute.
Tax Reporting
Estate appraisals support federal estate tax filings, stepped-up basis calculations, and gift tax reporting. Reports are prepared to the documentation standards the IRS expects.
Defensible Reports
Each report includes a complete property description, comparable sales analysis, and a well-supported value conclusion designed to withstand scrutiny from attorneys, trustees, and beneficiaries who may have competing interests.
Multiple-Property Estates
Many estates include more than one property. I provide volume pricing and coordinated scheduling for estates and trusts with multiple parcels across Riverside County.
Pricing
Estate and trust appraisals start at $299 per residential property. Multiple-property estates qualify for volume pricing — contact me for a custom quote. See the full fee schedule for all report types.