Good estate planning runs on documented values. Whether you're funding a trust, gifting property to your children, or making a charitable donation, the IRS expects a supportable fair market value — and your family deserves a number that holds up decades from now, when you're not there to explain it. A certified, independent appraisal is how careful planning stays careful
Gifting property or equity to family?
IRS Form 709 gift tax reporting requires fair market value — documented by a qualified appraisal, not an estimate.
Transferring your home into a trust?
Establish the documented value at funding, creating a clean record for future administration.
Donating real property to charity?
IRS Form 8283 requires a qualified appraisal for real estate donations — we prepare reports that meet those requirements.
A trust holding property for multiple beneficiaries?
Periodic valuations keep allocations fair and defensible.
Planning ahead of estate tax law changes?
Gifting strategies are time-sensitive — we can work with your attorney and CPA to deliver on their timeline.
We work as part of your planning team — comfortable coordinating directly with your attorney, CPA, or advisor, and preparing reports formatted for IRS filing requirements. For gifting and donation work, we recommend a full interior inspection: if the IRS ever looks at the valuation, it should rest on documented condition. For periodic trust reviews, a desktop appraisal is often appropriate — we'll recommend what fits your situation.
Our Right Choice Guarantee:
Every order begins with an appraiser review within 24 hours. If your situation calls for a different scope than you ordered — or if we're not the right fit for what your attorney or CPA needs — we'll tell you before any work begins, and you'll approve any change or receive a full refund. You'll never pay for an appraisal that doesn't serve its purpose.
