Trust, Estate, and Probate Residential Appraisal Services

Looking for a local residential appraiser for Estate and Trust appraisals in Southwest, Florida? Check out About Us!

As you prepare an estate or trust, there are several factors to consider as settling an estate or forming a trust can both be complex tasks. Determining the value of property associated with an estate or trust is an important part of the process.

An appraisal is typically used to set the tax basis for the property. This could be associated with determining the capital gains to be paid or calculating the assets of the estate for inheritance taxes. The value needed in estate appraisals, probate appraisals, or trust appraisals may be the property’s current market value, a future (prospective) market value, or the property’s (retrospective) value as of a specific prior date (date of deceased).

To facilitate the process of trust preparation, the residential appraisal specialists at Gulf Stream Residential Appraisal provide timely and dependable trust, estate, and probate appraisal services.

When trying to determine the value of your residential property, any attorney or accountant will recommend finding an experienced, qualified appraiser who is familiar with handling appraisals for estate, probate, and trust purposes.

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Reasons for Trust, Estate & Probate Appraisals:

  • Federal and State Estate Tax Returns

  • Trust Planning

  • Establishing a Basis for Capital Gains

  • Probate Matters

  • Gift Tax Returns

  • Pre-listing (determine offering price)

  • Partitioning of Estate

  • ‘Buyout’ of an Heir or Beneficiary

  • Sale to a Relative or non-relative

  • Discounting Partial Interests

 

Service Area

Collier County

Naples, Marco Island, Everglades City, Ave Maria, Immokalee

Lee County

Bonita Springs, Estero, Fort Myers, Lehigh Acres, Cape Coral, Fort Myers Beach, Sanibel, Captiva, North Fort Myers