ESTATE AND TRUST APPRAISALS
A Property Value the Estate’s Advisors Can Work From
When an estate includes a home, the value may be needed for a date that differs from today. An executor or family member should not have to guess which date or report an advisor requires.
Katya Borisova provides current and retrospective residential appraisals and can discuss the property and report instructions directly with the people handling the estate. Her NAA professional profile includes estate-planning experience alongside standard and complex residential work.
Confirm the Date Before Comparing Values
An asking price today, a county assessment, and an appraisal for a prior date answer different questions. Share the estate or trust instructions so the report reflects the required date and purpose. Your attorney or accountant determines the legal and tax requirements.
The House May Have Changed
Later renovations, cleared belongings, repairs, or an added guest house may make the property look different from the home that existed on the required date. Photographs, prior listings, family records, and permits can help reconstruct those differences.