🏛️ Probate & Estate Appraisals — Retrospective Valuations You Can Trust

When an estate must be settled or assets need to be divided, knowing the property’s true value is essential.
At JRH Appraisals, we provide certified retrospective and current market valuations for probate, estate, and trust purposes across Southeastern Wisconsin.
Our appraisals meet the standards required by courts, attorneys, accountants, and the IRS — ensuring every valuation stands up to legal and financial review.

📜 What Is a Probate or Estate Appraisal?

A probate or estate appraisal is a professional opinion of value for real property as of a specific date — often the date of death of the property owner.
These appraisals establish fair market value for:
• Probate filings and estate settlement
• Federal or state tax reporting (IRS Form 706 compliance)
• Distribution of assets among heirs or beneficiaries
• Trust administration or dissolution
• Retrospective (historical) valuation for legal or accounting purposes

Because estate matters are often sensitive and time-critical, our appraisers combine technical precision with compassionate professionalism, delivering both accuracy and respect during the process.

 

Contact us as soon as possible to discuss your individual estate appraisal needs and how we can put our experience to work for you.

⚖️ Why Attorneys, Executors, and Fiduciaries Choose JRH Appraisals

✅ Certified Retrospective Appraisals — We determine the market value as of the owner’s date of death or any other legally required effective date.
✅ IRS-Compliant Methodology — Our reports meet the strict guidelines of the Uniform Standards of Professional Appraisal Practice (USPAP) and IRS reporting requirements.
✅ Court-Ready Reporting — Each appraisal is prepared with exhibits, comparable sales data, and narrative explanations that hold up in legal proceedings.
✅ Local Market Expertise — Decades of experience valuing properties in Racine, Kenosha, Milwaukee, Walworth, and Waukesha Counties.
✅ Clear Communication — We work directly with attorneys, estate planners, and fiduciaries to ensure deadlines and requirements are met with precision.

📞 Schedule Your Estate Appraisal

If you need a date-of-death or retrospective appraisal for probate, estate settlement, or IRS compliance, trust the experts who understand both the market and the process.

📞 Call 262-989-9895 or ✉️ email jake@jrhvaluations.com to request your confidential estate appraisal consultation today.


 

 

🧾 Our Process

  1. Define the Assignment — We identify the purpose, effective date, and scope of work (e.g., date-of-death or retrospective value).

  2. Research & Analyze — We gather market data from the relevant time period and comparable sales to establish historical market conditions.

  3. Inspect & Evaluate — We conduct a physical or desktop inspection (depending on access and assignment type).

  4. Deliver the Report — We provide a professionally written report suitable for IRS, court, or estate documentation.

      

💬 When You Need Accuracy and        Discretion

Estate and probate situations can be complex, emotional, and time-sensitive.

Our goal is to provide clarity, accuracy, and support throughout the process — giving attorneys, executors, and heirs confidence in the property’s value and helping ensure a fair and efficient settlement.

Serving Kenosha, Racine, Milwaukee, Walworth, and Waukesha Counties — providing accurate, defensible, and compassionate estate valuation services.

Opinions of value displayed in documents filed with the the IRS and WI state agencies absolutely should be supported by a comprehensive report as to how the appraiser acquired his conclusions.

Search Foreclosures

Got a Question?

Do you have a question relating to real estate appraisals? We can help. Simply fill out the form below and we'll contact you with the answer, with no obligation to you. We guarantee your privacy.

Information
Question