Estate, Probate & Date-of-Death Appraisals
Real estate appraisals are often required when settling an estate, establishing a date-of-death value, completing probate, preparing tax-related documentation, or distributing property among heirs.
Carbonell Appraisal provides independent retrospective and current-market appraisals for attorneys, personal representatives, trustees, accountants and families throughout Northwest Michigan.
Common Uses
- Date-of-death valuation
- Probate and estate settlement
- Estate tax and basis documentation
- Trust administration
- Property distribution among heirs
- Retrospective valuation as of a prior effective date
Experience Matters
Estate assignments frequently require valuation as of a historical date rather than today’s market. These assignments require careful analysis of the market conditions and comparable sales that existed as of the effective date of valuation.
Juan Carbonell has more than 35 years of appraisal experience and has completed more than 11,000 real estate appraisals in Northwest Michigan.
Experience With Tax-Related Appraisal Requirements
Estate and date-of-death appraisals are often relied upon for tax basis, estate administration and other reporting purposes. Juan Carbonell is experienced with appraisal assignments involving IRS-related valuation requirements and understands the importance of using the correct effective date, appropriate market evidence, proper documentation and defensible appraisal methodology.
Request an Estate Appraisal
Please email the property address or tax parcel ID number, the required valuation date, and the purpose of the appraisal.