An estate appraisal is performed when a trust or will is being initially created or when property is being inherited. This determines an impartial value on the property in question, allowing for the sale or inheritance of the property according to applicable law.

Key Benefits

  • When performed during the creation of a will or trust, it places an initial value on the property. This allows the owner and future recipients of the property to track its value over time.
  • Upon execution of a will, trust, or estate, a specified value is provided to use when determining inheritances.
  •  Taxes on the property can also be determined using this figure.


An estate appraisal has the capability to provide peace of mind to the owner and to the recipients of the estate. An impartial appraisal tends to end disputes over value, and lets the estate process proceed more smoothly.