Date of death valuations

Estate tax liability. Disposition of assets under a will or in probate. There are many situations -- none of them lacking stress and complexity -- where you might need an appraisal of property that states an opinion of what the property was worth on a date some time ago, rather than when the appraisal is ordered. For estate tax purposes or disposition of the assets of a decedent, a "date of death" valuation is often required. (Sometimes, the executor of the estate may choose to have the date be six months after the date of death -- but the same principles apply.)

Attorneys, accountants, executors and others rely on JWD APPRAISAL SERVICE for "date of death" valuations because such appraisals require special expertise and training. They require a firm that's been in the area for some time and can effectively research comparable contemporaneous sales. 

Real property isn't like publicly traded stock or other items which don't fluctuate in value very much or for which historical public data is available. You need a professional real estate appraiser, bound by the Uniform Standards of Professional Appraisal Practice (USPAP) for a high degree of confidentiality and professionalism, and you need the kind of quality report and work product taxing authorities and courts need and expect. 

Over the years JWD Appraisal Service, LLC., has performed numerous appraisals for Estate purposes. We understand what a difficult time it can be when you lose someone. We will work with you with compassion and understanding. Whether you would like to engage us or just have a question, feel free to call us. We would be happy to answer any questions you may have.

Please browse our website to learn more about our qualifications, expertise and services offered.