Settling an estate is an important and sometimes stressful job.  As an executor you have been entrusted to carry out the wishes of the deceased as swiftly and exactly as possible.  You can count on us to act quickly and with sensitivity to the feelings of everyone involved.

Attorneys and Accountants rely on our values when calculating real estate property values for estates, trusts, probate or other disputes requring a value being placed on real estate property  We understand their needs and are used to dealing with all parties involved.  We provide appraisal reports that meet the requirements of the courts and various agencies.

Settling an estate usually requires an appraisal to establish Fair Market Value for the residential property involved.  Often, the date of death differs from the date the appraisal is requested.  We are familiar with the procedures and requirements necessary to perform a retroactive appraisal with an effective date and Fair Market Value estimate matching the date of death.  The ethics provision within the Uniform Standards of Professional Appraisal Practice (USPAP) binds us with confidentiality, ensuring the fullest degree of discretion.

All too often, people do not fully appreciate the need to have a detailed real estate appraisal report prepared in support of the numbers being used in documents filed with revenue authorities. 

Opinions of value used in documents filed with the revenue authorities should be supported by a detailed appraisal report as to how the appraiser arrived at his conclusions.  Such a report will certainly demonstrate to the authorities that the numbers used are well founded and substantiated.

Having a professional appraisal gives the executor solid facts and figures to work with in meeting IRS and state agency requirements. 

Capital Ventures LLC

San Diego Appraisal Services

Ph:  858.531.4068  Fax:  888.260.4912

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