Estate Settlement & Probate Appraisal Services

Professional Residential Appraisals for Estate Settlement

Settling an estate can involve significant financial, legal, and emotional considerations. When real estate is among the assets of an estate, establishing an independent and well-supported opinion of market value can be an important part of the estate settlement and probate process.

DiCicco & Associates provides professional residential estate appraisals for executors, attorneys, accountants, trustees, beneficiaries, and other parties involved in estate administration. Our appraisals provide an independent opinion of market value based on the property's characteristics, relevant market data, and accepted appraisal methodology.

Estate Appraisals for Attorneys, Executors & Accountants

Estate-related assignments may require careful coordination among attorneys, accountants, executors, beneficiaries, and other professionals. We understand the importance of providing clear, well-supported appraisal reports that communicate the valuation analysis in a professional and understandable manner.

Our estate appraisal services may be used for:

• Estate settlement and probate

• Inherited property valuation

• Estate tax and financial reporting

• Distribution of estate assets

• Property buyouts among beneficiaries

• Trust and fiduciary matters

• Estate planning

• Litigation and property disputes

• Establishing a property's market value for a specified historical date

Date-of-Death & Retrospective Appraisals

In many estate assignments, the required valuation date is the date of the property owner's death, rather than the date the appraisal is ordered. When an opinion of value is required as of a prior date, a retrospective appraisal may be appropriate.

These assignments require the appraiser to analyze the market and property conditions that existed as of the specified effective date. This can include researching historical comparable sales, MLS information, market trends, property records, and other data relevant to the valuation period.

DiCicco & Associates has experience developing residential appraisals involving historical effective dates and understands the importance of clearly identifying the valuation date and intended use of the appraisal.

Independent, Well-Supported Valuation

Every estate appraisal assignment is independently researched and analyzed. We consider the property's location, site, size, age, quality, condition, utility, improvements, and other characteristics, along with comparable sales and prevailing market conditions relevant to the effective date of the appraisal.

Our goal is to provide a credible, well-supported opinion of market value that attorneys, accountants, executors, and other authorized users can rely upon for the intended purpose of the assignment.

Experience with Estate & Probate Assignments

DiCicco & Associates understands that estate and probate matters often require careful attention to detail, professional communication, and timely completion. We work directly with legal and financial professionals to understand the specific requirements of each assignment and provide an appraisal report appropriate for its intended use.

With more than 25 years of residential appraisal experience, our firm provides professional valuation services for single-family homes, condominiums, duplexes, land, and other residential properties throughout Southeast Florida and Metro Atlanta.

If you are an executor, attorney, accountant, trustee, or beneficiary who needs an estate appraisal, probate appraisal, inherited property valuation, or date-of-death appraisal, contact DiCicco & Associates to discuss your appraisal requirements.

Independent Analysis. Reliable Valuation. Professional Service.

An appraisal provides an independent opinion of market value for the stated effective date and intended use. Legal, tax, and estate-planning matters sh

Date-of-Death Appraisals for Estate Settlement & Tax Purposes

When a loved one passes away, dealing with the valuation of real estate is often one of the last things a family wants to consider. However, establishing the value of real property may be an important part of settling an estate, administering a trust, completing probate, or addressing tax and financial reporting requirements.

DiCicco & Associates provides date-of-death appraisals and retrospective residential valuations for estates, attorneys, accountants, executors, trustees, and beneficiaries. Our role is to develop an independent opinion of the property's market value as of the specified effective date and provide a comprehensive report documenting the analysis and supporting market evidence.

Retrospective Date-of-Death Appraisals

In many estate assignments, the required valuation date is the date of death, rather than the date the appraisal is ordered. A retrospective appraisal requires the appraiser to reconstruct and analyze the real estate market as it existed on the specified historical date.

This may include researching:

• Comparable sales that occurred near the effective date

• Historical MLS information and property records

• Market conditions and trends applicable to the valuation period

• The property's characteristics and condition as of the effective date

• Location, site, size, quality, age, utility, and improvements

• Other market data relevant to developing the retrospective opinion of value

DiCicco & Associates has extensive experience with residential appraisal assignments involving historical effective dates and understands the additional research and analysis required to develop a well-supported retrospective valuation.

Comprehensive Documentation & Market Support

A professional estate appraisal should do more than provide a value conclusion. The appraisal report documents the property's relevant characteristics, comparable sales, market analysis, valuation methodology, and the reasoning supporting the appraiser's final opinion.

This documentation can provide attorneys, accountants, executors, and other authorized users with a clear record of how the opinion of value was developed for the stated purpose and effective date.

Professional Service for Estate & Tax Matters

Estate-related appraisal assignments may be needed for a variety of purposes, including:

• Estate settlement and probate

• Date-of-death valuation

• Estate and tax reporting

• Inherited property

• Trust and fiduciary matters

• Distribution of real estate among beneficiaries

• Property buyouts

• Estate planning

• Litigation or property disputes

Specific tax and reporting requirements can vary depending on the circumstances of the estate. DiCicco & Associates provides the real estate valuation and appraisal analysis; attorneys, CPAs, and other qualified tax professionals can advise clients regarding applicable IRS, Florida, and other legal or tax requirements.

Independent, Ethical & Confidential

Estate matters are often sensitive and involve confidential family and financial information. DiCicco & Associates approaches each assignment with professionalism, independence, and discretion and follows applicable appraisal standards and regulatory requirements, including the Uniform Standards of Professional Appraisal Practice (USPAP) where applicable.

Our appraisal reports are independently developed and supported by relevant market evidence. We do not advocate for an estate beneficiary, executor, or other party. Our responsibility is to provide an objective opinion of market value for the stated effective date and intended use.

Experienced Residential Estate Appraiser

With more than 25 years of residential appraisal experience, DiCicco & Associates provides professional estate, probate, date-of-death, and retrospective residential appraisals throughout Southeast Florida and Metro Atlanta.

If you are an executor, attorney, accountant, trustee, or beneficiary who needs a date-of-death appraisal or estate property valuation, contact DiCicco & Associates to discuss the specific requirements of your assignment.

Independent Analysis. Historical Market Research. Well-Supported Valuation.

An appraisal provides an independent opinion of market value for the specified effective date and intended use. This information is not legal or tax advice. Clients should consult their attorney, CPA, or other qualified professional regarding specific estate, tax, probate, and reporting requirements.