Estate Appraisal Services
Estate Appraisal
Certified, Court-Ready Property Valuations
Settling an estate requires accuracy, clarity, and valuations that stand up to legal and tax scrutiny. A professional estate appraisal from DMA Appraisers provides a certified, unbiased opinion of value for properties across Long Island, Nassau County, and Suffolk County, meeting the requirements of probate courts, estate attorneys, trustees, and the IRS.
Estate appraisals are commonly required for probate administration, estate settlement, trust planning, and tax reporting. Unlike online estimates or informal opinions, an estate appraisal establishes fair market value as of a specific effective date, often the date of death, for properties located throughout the North Shore Long Island and South Shore Long Island, ensuring compliance and reducing the risk of disputes among heirs.
DMA Appraisers produces well-supported appraisal reports designed to be court accepted, IRS defensible, and clearly documented, helping families and professionals move forward with confidence during a sensitive time.
Why an Estate Appraisal Is Essential
Court Accepted & IRS Compliant Valuations
Probate courts and taxing authorities require property values prepared by a licensed appraiser using recognized appraisal standards. A properly completed estate appraisal supports:
- Probate filings
- Estate tax calculations
- Step-up in basis determinations
- Trust and estate accounting
Reduce Disputes & Delays
Real estate valuation disagreements are a common source of probate delays. A neutral, third-party appraisal establishes a defensible value that helps reduce conflict between heirs, executors, and legal counsel.
Date of Death & Retrospective Valuations
Estate appraisals can be completed using a retrospective effective date, reflecting market conditions as of the date of death or an alternate valuation date when required.
Benefits of an Estate Appraisal
DMA Appraisers provides estate appraisals for primary residences, luxury homes, investment properties, and multi-unit assets throughout Long Island.
An estate appraisal is a certified valuation used to determine a property’s fair market value for probate, estate settlement, or tax purposes.
In many cases, yes. Especially when real estate is part of the estate or when courts and taxing authorities require formal valuation.
Yes. Estate appraisals are commonly completed using a date-of-death effective valuation or an alternate valuation date if required.
Yes. Estate appraisals focus on legal and tax compliance, not marketing or pricing strategy for sale.
Executors, trustees, estate attorneys, accountants, and family members commonly request estate appraisals.