Estate Appraisals in Orlando

Understanding Estate Appraisals

An estate appraisal develops an opinion of real property value for a stated purpose and effective date. Ask your attorney or tax adviser which valuation and documentation requirements apply to the estate before ordering.

Estate assignments may involve a current or historical effective date and different intended users. Discuss the property, purpose, and required documentation before booking.

When You Need an Estate Appraisal

Estate appraisals serve multiple purposes throughout the estate planning and settlement process. Common situations requiring a professional estate appraisal include:

• Estate Planning: Establishing current market values for wills, trusts, and succession planning
• Estate Settlement: Determining fair market value for distribution among beneficiaries
• Estate Tax Filings: Discuss the valuation date and reporting requirements with your tax adviser
• Executor Duties: Giving executors and administrators reliable property values for decision-making
• Trust Administration: Supporting trustees in managing real estate assets within trusts
• Family Buyouts: Establishing fair values when one heir wishes to purchase property from others

Our Estate Appraisal Process

Before engagement, discuss the property, intended use, effective date, report requirements, and deadline. Confirm the scope, fee, and availability for the assignment.

Discuss the inspection scope and access arrangements with the proposed appraiser, including how condition, features, deferred maintenance, and improvements will be documented.

Confirm which comparable sales, market information, property records, and explanations the report will include. Discuss the applicable reporting requirements before engagement.

Retrospective and Date-of-Death Appraisals

Many estate situations require a retrospective appraisal—an opinion of value as of a specific past date. Date-of-death appraisals are particularly common when the property owner has passed away and the estate needs to establish value as of that date for tax purposes or beneficiary distribution. For IRS-specific requirements, see our IRS step-up basis appraisals.

Retrospective valuation requires research into market conditions at the effective date, identification of relevant historical sales, and adjustments appropriate to that period. This historical analysis requires specialized expertise that not all appraisers possess.

If the estate is going through probate court proceedings, discuss the required documentation with your attorney and the proposed appraiser before booking.

Discuss an Assignment with Eagle Home Appraisal Orlando

Estate appraisals demand a higher level of professionalism and attention to detail than typical lending appraisals. The stakes are high—families are making important decisions, courts require reliable evidence, and tax authorities scrutinize valuations carefully.

Discuss the required effective date, intended users, and relevant qualifications for estate work before booking. Your adviser can explain the documentation needed for the intended use.

Qualifications to Confirm

• Discuss required qualifications for your Florida assignment
• Discuss applicable Uniform Standards of Professional Appraisal Practice requirements
• Confirm experience relevant to the estate, probate, or trust assignment
• Discuss testimony and deposition needs before booking
• Errors and omissions insurance coverage

Serving Orlando and Orange County

We provide estate appraisal services throughout Orlando and the surrounding Orange County area, including Downtown Orlando, College Park, Baldwin Park, Thornton Park, Lake Eola Heights, and neighboring communities. Discuss neighborhood conditions, property values, and market trends relevant to the assignment.

Turnaround Time and Fees

Share your deadline when requesting a quote. Timing depends on scope, property access, and availability. Confirm the schedule before booking.

Request a quote for the property and agreed scope before work begins. Confirm what the fee includes and any additional charges.