Our Appraisal Services

Property-specific valuations for estate planning and settlement in Palm Beach County. Discuss the intended use, effective date and property condition before the assignment begins. Understand why a citywide median cannot establish an inherited home’s value.

• ✓Current or retrospective effective date
• ✓Property condition and local sales analysis
• ✓Scope and fee discussed before proceeding
• ✓Documentation for your stated purpose

An appraisal can help support a value for property in a Florida probate estate. Confirm the property’s inventory treatment, intended use and effective date with your attorney. Distinguish an inventory estimate from ordering a formal appraisal.

• ✓Inventory estimate versus formal appraisal
• ✓Attorney-confirmed purpose and date
• ✓Property records and condition
• ✓Scope and delivery discussed before proceeding

An independent opinion of value can inform a marital-home decision. Confirm the effective date, engagement and reporting instructions with your attorney or mediator. Agree the date and intended report users before the assignment.

• ✓Property-specific opinion of value
• ✓Requested effective date
• ✓Intended users agreed in advance
• ✓Access and condition records

Retrospective opinions of value for inherited-property and tax-related questions. Your adviser identifies the applicable date and documentation; an appraisal does not determine the tax result. Document the property for the date your tax adviser identifies.

• ✓Retrospective effective date
• ✓Historical property condition
• ✓Market evidence for the period
• ✓Adviser-confirmed intended use

Property-specific appraisal requests in West Palm Beach. Describe the home, intended use and requested date so the scope and suitability can be confirmed. Match the appraisal to your decision and the recipient’s requirements.

• ✓Property type and features
• ✓Purpose and intended recipient
• ✓Requested valuation date
• ✓Scope confirmed before proceeding

Ask whether an earlier delivery date is workable for your property and purpose. Availability and the required work must be confirmed for the assignment. Check deadline, access and scope before relying on earlier delivery.

• ✓Exact deadline
• ✓Property access
• ✓Required research and reporting
• ✓Availability confirmed individually