Professional Estate & Trust Appraisals
If you inherited a property, then consider getting an estate appraisal from us to find its worth.
IRS-Compliant "Date of Death" Valuations for Raleigh Attorneys, CPAs, and Families
Settling an estate or managing a trust is a complex responsibility during an already emotional time. A key part of this process is determining the precise value of real estate assets.
Watson Appraisal Services is here to provide the support you need. We specialize in estate and trust appraisals in Raleigh, ensuring that you receive the most accurate and fair value of your loved one's property.
Your Trusted Partner for Attorneys and CPAs
A "Date of Death" appraisal is a highly specialized service that is critical for both legal and tax purposes. Our team is a trusted partner for Estate Planning attorneys and CPAs across the Triangle area because we understand these technical requirements.
Our estate valuation services include:
- Date of Death (DOD) Valuations: We provide prompt and accurate retrospective appraisals to establish the property's fair market value as of the owner's "Date of Death."
- IRS-Compliant Reports: This valuation is essential for establishing the "step-up basis" for the heirs, which can save thousands in future capital gains taxes. Our reports are fully documented, defensible, and meet all IRS requirements.
- Historical Appraisals: We can also provide appraisals for gift tax purposes or for trust planning.
Our Process: Professionalism & Respect
We handle every case with the discretion and compassion it deserves. We will coordinate directly with the executor, trustee, or legal representative to ensure a smooth and respectful appraisal process, providing you with a reliable valuation you can submit to the IRS and other parties with total confidence.
