When this appraisal helps
An executor, family member or professional adviser may need a residential valuation for estate administration or planning. A retrospective appraisal looks at the property and market as of the agreed effective date.
The effective date is central to the assignment
An estate appraisal may need to address a date of death or another date specified by the professional handling the matter. The date the report is written and the date the value applies can be different. Confirm the required effective date with your attorney or accountant before ordering.
A retrospective opinion considers the property and market as they existed at that date. Renovations completed later, subsequent damage or a change in use need to be identified so the analysis does not treat today’s condition as historical fact.
Help reconstruct the property’s history
Dated photographs, improvement records, prior property descriptions and information from someone familiar with the home can be useful. Tell Scott which records are available and who can arrange access. You do not need to send private estate documents with the initial website inquiry.
If a current sale decision is also involved, explain that separately. A historical estate valuation and a current pre-listing appraisal address different dates and may require separate assignments. The appraisal supplies valuation information; your advisers determine its legal or tax use.
Start with the right information
- The property address
- The effective valuation date requested by your adviser
- Information about the property’s condition on that date
- Your attorney’s or accountant’s report requirements
From request to report
Send the property address and purpose. Scott reviews the assignment, discusses the fee and timing, and confirms access needs. Research and analysis follow before delivery of the report for its agreed intended use.
See the residential appraisal process or check the Siouxland service area before you request an assignment.
Questions about estate & date-of-death
Can a current inspection support a historical valuation?
A current inspection may provide useful information, but the analysis must address the property and market at the historical date. Historical photos, records and improvement dates can help.
Should I order before speaking with the estate’s adviser?
It is helpful to confirm the required valuation date, intended users and reporting requirements first. Scott can then review the scope without assuming what the estate needs.
How much does an appraisal cost?
The fee depends on the property, location and assignment requirements. Send the property address and purpose so Scott can review the scope and provide a quote.
How long will it take?
Scheduling and completion depend on the assignment and current availability. Mention any deadline when you contact Scott; timing is confirmed before work begins.
An appraisal is an opinion of property value. Your attorney, accountant, lender or other adviser should confirm requirements for your particular matter.
Related appraisal services
- Residential appraisals — A property-specific opinion of value, supported by market evidence.
- Pre-listing & FSBO — Market context before you set a price or negotiate a sale.