Estate

Appraisals for Estate Settlement by Robert J. Petrini & Associates

AssessmentSettling an estate is often stressful, but a very important job. It’s up to you as a trustee to carry out the wishes of the departed as swiftly and respectfully as possible. You can count on us to act quickly and with as much empathy to the feelings of everyone in bereavement.

We’ve made it our company’s goal in providing top-notch appraisals that attorneys and accountants have come to depend on. Generally, all parties will have differing requirements of how the appraisal process should work; however, our knowledge of the estate process definitely satisfy all parties involved. Our company is used to interacting with law offices providing this service.

Contact Us as soon as possible to discuss your specialized estate appraisal needs and how we can put our knowledge to work for you

Commonly, settling an estate necessitates an extensive appraisal report to acquire market value for the property to the satisfaction of the parties involved. We empathize that in times like this, acquiring an appraisal is the furthest thought from your mind. So, there’s a chance the date an appraisal is requested will not match the date of death. Our staff is familiar with the procedures and requirements needed to supply a retrospective appraisal with an effective date and market value estimate matching the date of death. The ethical obligations listed within the Uniform Standards of Professional Appraisal Practice (USPAP) conforms our staff to confidentiality, ensuring the strongest degree of discretion for you and your family.

Often, people do not fully appreciate the need to have a complete appraisal report supplied in support of the figures displayed in general documents filed with the IRS.

AA010548An exhaustive report showing the appraiser’s opinion of value is important to back the methods the appraiser used to come to his conclusions. In having a report performed by Robert J. Petrini & Associates’s, you will have the knowledge that the numbers shown in the appraisal will certainly demonstrate to the IRS that the numbers used are well founded and correct.

Robert J. Petrini & Associates provides a substantiated report, which will give an executor definite facts and numbers that will satisfy IRS and state agency requirements.