Appraisals for estates and trusts
Date-of-death, retrospective, and gift appraisals for trust officers, estate attorneys, and CPAs. Defensible reports. Clear timelines.
Accelerated Appraisal Group supports trust and estate professionals with:
Date-of-death appraisals for stepped-up basis
Retrospective appraisals for past dates
Gift appraisals for family and trust transfers
Trust administration and distribution
Estate settlement and dispute support
Residential and commercial property
The appraisal is not just a number. It is the record a CPA, a beneficiary, or a court may rely on years from now.
Estate and trust files require:
Retrospective valuations
Most estate appraisals are ordered long after the date of death.
Often it happens when the heirs sell and a CPA needs to document basis.
We match these assignments with appraisers experienced in historical market research. The value is set as of the estates and trusts, not the date you call.
Gifts and trust transfers
Moving a home to family or into a trust is a reportable gift.
A well-supported appraisal is the standard way to document its value. We prepare reports built for that review.
Your tax advisor decides how it is used in the filing.
Outcomes of working with AAG
Clear, well documented valuation reports
Professional coordination from start to finish
Predictable timelines
Direct communication
A valuation partner you can rely on in sensitive matters
FAQs
Can you appraise a property as of a past date?
Yes. Retrospective appraisals are a core part of estate work. Tell us the date and we research the market as it was then.
Can the report be used for estate or gift tax reporting?
Our reports are prepared to professional standards and document the support behind the value. Your tax advisor decides how it is used in a filing.
How long does an estate appraisal take?
Turn times depend on property type, location, and effective date. We give a realistic timeline when you engage.
Do you handle residential and commercial property?
Yes. We match the appraiser to the property type and the assignment.