Property Valuations for Estate Settlement by Todd & Associates

The job of settling an estate, while stressful is very important. As an executor you have been entrusted to carry out the wishes of the departed as swiftly and exactly as possible. You can count on us to act quickly and with as much sensitivity to the feelings of everyone left behind.

Part of Todd & Associates's focus is to supply top-notch, ethical appraisals that attorneys can rely on. Generally, all parties will have their own requirements of how the appraisal process should work; however, our knowledge of the estate process will undoubtedly satisfy all parties involved. Due to our familiarity in dealing with attorneys and accountants and other agencies, we produce reports that always meet all expectations.

Contact us promptly to discuss your specialized estate appraisal needs and how we can put our business acumen to work for you.

Settling an estate commonly requires an appraisal to acquire fair market value for the house affected. We know that when you lose a loved one, even thinking about an appraisal report is the furthest thought from your mind. So, it's possible the date an appraisal report is ordered will not match the date of death. We are accustomed to the systems and requirements needed to produce a retroactive appraisal with an effective date and fair market value estimate matching the date your loved one passed away. The ethical obligations listed within the Uniform Standards of Professional Appraisal Practice (USPAP) keeps our staff to confidentiality, certifying the highest degree of discretion for all parties involved.

Most of the time people do not fully understand the requirement to have an intricate appraisal report prepared in support of the numbers being used in tax documents filed with the IRS and NC state agencies.

One of the most essential requirements in a report is an appraiser-backed opinion of value in a detailed reason as to how the appraiser came to his conclusion. Such a report will clearly demonstrate to the IRS that the numbers used are accurate and substantiated.

An executor will be satisfied by an appraisal report by Todd & Associates which will give him undeniable facts and numbers to work with any legal agency's requirements. You need not worry over anything, because we will be there to stand by our work if they are ever refuted.

Opinions of value shown in documents filed with the the IRS and NC state agencies absolutely should be supported by a detailed report as to how the appraiser acquired his conclusions.