Estate Settlement Appraisals


Estate settlement is often stressful, but a very important job. As a trustee, you've been given the responsibility to carry out the wishes of a loved one as swiftly and with as much dignity as possible. You can count on us to act expeditiously and with as much understanding to the feelings of everyone in bereavement.

Lawyers and accountants count on our ideals when calculating real property values for estates, divorces, or other disputes requiring a value being determined for real property. We realize their needs and are accustomed to helping with all parties involved. In our company, we are accustomed to working with legal agencies in producing reports that surpass their needs.




Contact us today to discuss your specialized estate appraisal needs and how we can put our knowledge to work for you.


Generally, settling an estate requires a clear appraisal report to ascertain market value for the property to the satisfaction of the parties involved. We sympathize that in this time of loss, ordering an appraisal report is the furthest thought from your mind. Of course, it's expected that you need to comfort your loved ones first. Our staff is comfortable with the systems and requirements needed to produce a retrospective appraisal with an effective date and market value estimate matching the date your loved one passed away. The ethical requirements listed within the Uniform Standards of Professional Appraisal Practice (USPAP) keeps our company to confidentiality, assuring the highest degree of discretion for all parties involved.

People often forget that the IRS requires reports filed to support the numbers involved in estate sales.

One of the most essential requirements in a report is an appraiser-backed opinion of value in a detailed reason as to how the appraiser came to his conclusion. Such a report will certainly demonstrate to the authorities that the numbers used are accurate and correct.

Herzog Appraisal ensures a detailed report, which will provide an executor clear facts and figures that will meet IRS and state agency requirements. There's no need to be stressed out when getting a report from us, because we will support it no matter what.