Property Valuations for Estate Settlement by Robertson Agency

The job of settling an estate, while stressful is very important. As an executor you have been entrusted to carry out the wishes of the departed as promptly and respectfully as possible. You can count on us to act quickly and with as much empathy to the feelings of everyone involved.

Attorneys and accountants count on our ideals when calculating real estate values for estates, divorces, or other disputes requiring a cost being placed on real property. There are specific needs for everyone; we understand these requirements and are acclimated to working with all parties involved. Among our staff, we are accustomed to dealing with law offices in providing appraisal reports that transcend their necessities.

Contact us today to discuss your personal estate appraisal requirements and how we can put our experience to work for you.

Settling an estate generally depends on an appraisal to acquire fair market value for the residential property affected. We empathize that in times like this, even thinking about an appraisal is the furthest thought from your mind. Due to this, it is possible that the date of death differs from the date the appraisal is required. Robertson Agency assures that our staff are comfortable with the procedures and requirements requested by the IRS and NE revenue agencies to produce a retroactive appraisal with an effective date and fair market value estimate matching the exact date of death. The ethical requirements stated within the Uniform Standards of Professional Appraisal Practice (USPAP) attunes us to confidentiality, providing the highest degree of discretion for you and your loved ones.

Most of the time people do not fully comprehend the need to have a full appraisal produced in support of the numbers shown in tax documents filed with the IRS and NE state agencies.

An accurate report showing the appraiser's opinion of value is required to support the methods the appraiser used to come to his conclusions. Such a report will definitely demonstrate to the IRS that the numbers used are accurate and substantiated.

Having a professional report from Robertson Agency gives the executor irrefutable facts and figures to work with in meeting IRS and NE state agency requirements. You need not stress over anything, because Robertson Agency will be there to support our work if they are ever challenged.

One of the most significant requirements in a report is an appraiser-supported opinion of value in a comprehensive reason as to how the appraiser came to his conclusion.