Supporting families, executors and advisors
When a loved one passes, real estate is often the most valuable asset in the estate. A credible appraisal helps executors and trustees distribute property fairly, establish the stepped-up cost basis heirs may need for future tax reporting, and document values for attorneys and the court.
Common estate and trust assignments
- Date-of-death (retrospective) appraisals for cost-basis and estate reporting
- Current market value appraisals for sale, buy-out or distribution among heirs
- Trust funding, administration and gifting valuations
- Homes, townhomes, 2–4 unit properties and vacant residential land
We make it easier
We understand these assignments often come with emotion and many moving parts. We communicate clearly, coordinate access patiently and deliver reports you can share with your attorney or tax professional. Please consult your tax advisor about the specific reporting requirements for your situation.
Serving the Wasatch Front
We provide estate, trust & probate appraisals throughout Utah County, Salt Lake County, Tooele County—including Provo, Orem, Lehi, Salt Lake City, Sandy, South Jordan, Herriman, Tooele, Grantsville and Stansbury Park.
Frequently asked questions
What is a date-of-death appraisal?
It is a retrospective appraisal that estimates a property’s market value as of the date the owner passed away. It is commonly used to establish cost basis for heirs and for estate reporting.
The house has not been updated in decades—does that matter?
Condition and updating are part of every appraisal. We will describe the property as it was on the effective date and compare it to sales of similar properties.