Trust Appraisal

Our trust appraisals give trustees and fiduciaries a clear, defensible fair market value for residential real estate held in a trust. After thousands of assignments, we are very familiar with the documentation standards that attorneys, CPAs, and wealth managers need when they rely on a trust asset appraisal to demonstrate prudent decision-making.

For each property, we complete a detailed inspection when appropriate, verify physical characteristics, research neighborhood influences, and analyze recent comparable sales and market trends. We can value the property as of today or as of a prior date, depending on the trust's requirements.

Reports are written in plain language, organized for easy reference, and suitable for internal trust records, beneficiary communications, or tax and accounting files. This helps reduce the risk of beneficiary disputes and provides a clear record of how values were determined.

Whether you are allocating assets between beneficiaries, evaluating a proposed buyout, or deciding whether to sell or retain a residence, our trust appraisal service provides a neutral, well-documented valuation you can rely on in your fiduciary role.