Expert Appraisal Solutions for Trusts, Estates, and Probate Matters
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
Why should you hire us?
We provide timely services and consistently meet our deadlines, ensuring your needs are prioritized.
Our fees are competitive, and our valuations come with a thorough and detailed analysis that reflects our dedication to quality.
Holding the SRA and AI-RRS designations from the Appraisal Institute highlights our commitment to delivering credible and reliable appraisals. These credentials guarantee that our evaluations adhere to the highest professional standards, instilling confidence in our work.
We specialize in appraising a wide range of residential properties, including single-family homes, condominiums, small multifamily units (1-4 units), and vacant land.
With extensive experience across nearly all areas of Collier and Lee County—encompassing rural regions, waterfront properties, and barrier islands—we bring in-depth local knowledge to every appraisal.
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