Losing a family member or our loved one is never easy. Often it takes considerable time to unwind personal assets as well as the generalities of an estate even before the decedents real estate assets are valued separately as part of your loved one’s estate. Estates generally require retrospective appraisal analysis. Retrospective analysis is an analysis from a past date or the date of passing of your loved one. This analysis requires that market conditions, analysis, and valuation to be as of this specific date in time even though the actual appraisal report will often be completed some time later in the future.

 

The ability to accurately complete retrospective real estate valuation requires specialized knowledge, education, resources, and above all else - significant experience. The real estate valued within an estate is generally valued as of the date of passing, however, this may not always be the case. In some complex estates, there can be multiple dates of significance that must be examined with the appropriate scope of work. Valuation of the real estate assets of a decedent requires a broad spectrum of experience, knowledge, patience, understanding, and education about the estate process. 

 

We bring unique experience and the ability to work efficiently, tirelessly, and seamlessly with all clients, which are generally executors, heirs, attorneys, accountants, and trustees. We have many years of experience in large and small estates of all types of properties with all sorts of ownership interests including fee simple, leased fee, leasehold, and partial interests as well. We have the requisite knowledge, experience, resources, and ability to properly scope your unique situation and value any type real estate asset, albeit full or partial interest.