For executors, trustees, families, and estate professionals
Estate, probate, and date-of-death personal property appraisals.
Executors, trustees, families, and estate professionals may need a documented personal property valuation for estate administration, probate, trust matters, or another stated purpose. Prime performs current and retrospective appraisal assignments, including valuations with an effective date in the past.
Retrospective value requires a clearly stated effective date.
An estate or probate assignment may call for a value opinion as of a date of death or another prior date. The effective date, intended use, intended users, value definition, included property, available records, and report requirements are established before inspection and research begin.
Prime reviews the information available for the assignment and explains the agreed scope before work starts. A retrospective appraisal is not a guarantee of a later sale price or a substitute for legal or tax advice.
Clarify the property and documentation needed.
An assignment can cover a household, specific rooms, selected categories, or individual items. Existing inventories, photographs, estate records, and access information help establish what can be reviewed and what the report is intended to address.
- The date the opinion of value is to reflect.
- The estate, trust, or other stated intended use.
- The authorized client and intended report users.
- The personal property included and any available inventory or photographs.
- The requested report format and delivery requirements.
Start With A Clear First Conversation.
Share the property or assignment, the people involved, the timing, and the decision you need to make. Prime will review the situation before recommending a scope.