Lower Keys Appraisal understands the special needs of estate executors

Settling an estate is often stressful, but a very important job. As an executor you have been entrusted to carry out the wishes of the deceased as promptly and with as much dignity as possible. You can count on us to act quickly and with as much sensitivity to the feelings of everyone left behind.

Attorneys and accountants depend on our conduct when calculating real estate values for estates, divorces, or other disputes requiring a value being placed on real property. Sometimes, all parties will have their own suggestions of how the appraisal process should work; however, our experience of the estate process will, without a doubt, satisfy all parties involved. Among our staff, we are used to dealing with the courts in creating appraisals that transcend their needs.

Settling an estate commonly demands an appraisal to determine fair market value for the home involved. We understand that in this time of loss, ordering an appraisal report is the furthest thought from your mind. Because of this, often there can be times that the effective date of an appraisal differs from the time of death. Lower Keys Appraisal assures that we are comfortable with the procedures and requirements requested by revenue services to produce a retroactive appraisal with an effective date and fair market value estimate matching the date your loved one passed away. The ethics provision listed within the Uniform Standards of Professional Appraisal Practice (USPAP) attunes our staff to confidentiality, ensuring the strongest degree of privacy for you and your loved ones.

Many times, people do not fully comprehend the need to have a complete appraisal produced in support of the numbers shown in tax documents filed with the IRS.

Opinions of value shown in documents filed with the revenue authorities absolutely should be supported by a detailed report as to how the appraiser came to his conclusions. Such a report will definitely demonstrate to the IRS that the numbers used are accurate and substantiated.

Lower Keys Appraisal guarantees an accurate report, which will give an executor accurate facts and figures that will exceed IRS and state agency requirements. It assures peace of mind to everyone concerned because we assure you that we will stand behind the report if it is ever challenged.

Opinions of value shown in documents provided to the the IRS and FL state agencies definitely should be backed by an accurate report as to how the appraiser came to his conclusions.