Appraisals for attorneys, CPAs and fiduciaries
Reports written for the filing they support, with the client, the intended users and the effective date on the first page, so a reviewer on the other side can follow every adjustment.
Probate and estate attorneys
Date-of-death values that sit alongside the probate referee's inventory, heir buyouts, and support for Form 706.
The reportFamily law attorneys and mediators
The marital residence as of the date of separation, the date of trial or today, with one jointly engaged appraiser where both sides agree.
The reportCPAs and financial advisors
A documented basis for heirs, trust funding and gift returns, with the effective date and intended use stated on the face of the report.
The reportTrustees, conservators and fiduciaries
Trust funding, asset inventory, beneficiary distribution and court accounting, prepared as their own report type.
The reportCivil and bankruptcy litigators
Values as of a filing date or a loss date, documented on the assumption the other side will read every line; declarations and testimony quoted separately.
The reportTax agents and appeal representatives
Decline-in-value and assessment appeal support as of the county's lien date, on either side of the county line.
The report
For attorneys, CPAs & fiduciaries
Set up a firm account
If you order valuations for clients more than once or twice a year, a standing account cuts the back-and-forth to a single email with an address and a date.
- Priority schedulingFirm files go to the front of the inspection calendar, with hard court and filing deadlines flagged at intake.
- Billing that fits the matterInvoice the estate, the trust, your trust account, or the client directly: set once and applied to every order.
- Multiple dates in one engagementDate of death and current value, or date of separation and date of trial, handled as one assignment on one inspection.
- Testimony and declarationsDeclarations, deposition, and court testimony quoted separately and scheduled around your calendar.
No retainer. No minimum volume. Quoted per assignment as always.
- Your practice area and the counties you file in
- Assignment types you order most
- Typical turnaround and how often deadlines are hard
- Report delivery, copies, and who gets them
- Billing arrangement and who pays
- Whether you need declarations or testimony
One assignment now instead? Request an appraisal or call (909) 324-6122.
Tell us how your firm works
Four minutes, once. After that your orders come in pre-configured.
Get the value documented before someone else needs it.
Two minutes for a fee quote and a turnaround date. Nothing is scheduled until you say so.
Request an appraisal