Estate Settlement Appraisals in California by Chuck Roberts & Associates

Estate settlement is an important and sometimes stressful job. As an executor you have been entrusted to carry out the wishes of the deceased as quickly and exactly as possible. You can count on us to act quickly and with as much understanding to the feelings of everyone involved.

Attorneys and accountants depend on our understanding when calculating real estate values for estates, divorces, or other disputes requiring a cost being placed on real property. We are sympathetic to their needs and are accustomed to dealing with all parties involved. We compose appraisal reports that exceed the obligations of the courts and various groups.

Settling an estate usually depends on an appraisal to ascertain fair market value for the residential property affected. We empathize that in this time of loss, ordering an appraisal report is the furthest thought from your mind. Of course, you have to comfort your family first. Chuck Roberts & Associates assures that our staff are comfortable with the procedures and requirements requested by revenue services to perform a retroactive appraisal with an effective date and fair market value estimate matching the exact date of death. The ethical requirements explained within the Uniform Standards of Professional Appraisal Practice (USPAP) binds our appraisers to confidentiality, assuring the fullest degree of privacy for you and your loved ones.

The importance of ordering an appraisal report when cooperating with the IRS to show income when filing documents is often overlooked by most people.

One of the most essential requirements in an appraisal is an appraiser-supported opinion of value in a detailed reason as to how the appraiser came to his conclusion. In having a report supported by Chuck Roberts & Associates's professional appraisers, you will have the knowledge that the numbers provided in the report will certainly demonstrate to the authorities that the numbers used are accurate and substantiated.

Having a professional appraisal from Chuck Roberts & Associates gives the executor irrefutable facts and figures to work with in meeting IRS and California state agency requirements. It assures peace of mind to everyone concerned because we assure you that we will stand behind the appraisal report if it is ever challenged.

Opinions of value displayed in documents filed with the revenue authorities definitely should be supported by a detailed report as to how the appraiser arrived at his conclusions.