Estate Planning & Date of Death

estate-planningYou need a high quality and thorough appraisal for estate planning and trust purposes.  If you are settling a trust, you want to have the most precise value of the property as of the date of death.  Attorneys and accountants have been counting on Bryan Knowlton for over 13 years to provide these valuation services for their clients.

If you are looking to close a trust, you know that an appraisal must be completed for tax purposes.  Many times during this process either the attorney, accountant or executor will need to find a local appraiser to help determine the value of the home.  This must be a professional appraisal and not an brokers price opinion or unlicensed value of opinion.

We can help you with determining the value of the real estate as of the date of death or up to 6 months after the date of death.  Usually people don’t wait too much longer than that to order an appraisal, but we do provide retrospective appraisals up to 10 years from the date of death.   This is a common occurrence and we can definitely help you with these appraisal services.

We understand the complexities involved in assessing the value of a property under these difficult circumstances and we’ll provide you with the best possible experience.  Our Senior Appraiser, Bryan Knowlton, has nearly 13 years’ experience in providing high quality estate and date of death valuations. In fact, a large number of attorneys, accountants and financial planners have come to rely on Bryan Knowlton and the ‘Appraise All ’ for our opinion of values when formulating real property values during estate settlement proceedings.

Give us a call today at (619) 940-4612 with any questions.  You can also check out our ‘About‘ page for more information.

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