⚖️ Probate & Estate Appraisals

🕰 Estate Settlement Made Clear

When an estate moves into probate, the question every attorney faces is: What was the property worth on the date of death?
That single value affects everything—tax liability, heirship distribution, and fair settlement. JRH Appraisals provides retrospective valuations that are fully documented, USPAP-compliant, and IRS-ready. We understand that your reputation depends on reports that are accurate, timely, and easily defensible.

Our retrospective appraisals reconstruct historical market conditions using archived MLS data, assessor records, and verified market-trend analysis. We outline every assumption, adjustment, and comparable sale so you can present a valuation that leaves no room for doubt.

📋 What We Deliver

• Retrospective “date-of-death” valuations based on historical market evidence
• Step-up-basis calculations for estate and inheritance planning
• IRS Publication 561-compliant reports for charitable donations
• Estate-division appraisals for equitable distribution among heirs
• Personal-property addenda and household-contents valuation

⚖️ How We Support Attorneys

• Collect and analyze archived data to reflect conditions as of the effective date
• Present clean, readable reports with summary exhibits for probate court or the IRS
• Provide signed digital copies suitable for filing and executor records
• Maintain confidentiality throughout the process, preserving attorney-client privilege

💡 Problems We Solve

• Missing or conflicting market evidence for older valuation dates
• Disputes among beneficiaries or executors regarding equity or value
• IRS inquiries or documentation requests
• Multi-property estates requiring consistent methodology

📞 Request an Estate Appraisal

Partner with JRH Appraisals for a date-of-death valuation that is complete, defensible, and built for court or tax compliance.