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Estate Valuations

Estate & Probate
Appraisals.

Settling an estate requires accurate property valuations that satisfy the IRS, probate courts, and all parties involved.

Portland craftsman home in autumn
  • Date

    Date-of-Death Valuations

    Retroactive appraisals establishing fair market value as of the date of death, required for IRS estate tax filings.

  • IRS

    IRS Compliance

    Reports prepared in conformance with IRS requirements for estate tax purposes.

  • Trust

    Trust Administration

    Valuations for trust distribution, termination, and trustee reporting requirements.

  • Probate

    Probate Court Reports

    Court-ready reports for Oregon probate proceedings with thorough supporting documentation.

Every property has a story.
Let’s find yours.

Tell us about your property and the purpose of the appraisal.