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Property Valuations for Estate Settlement by Thies & Associates

The task of settling an estate, often a source of stress, is not to be taken lightly. It's up to you as a trustee to carry out the wishes of a loved one as swiftly and attentively as possible. You can count on us to act quickly and with as much empathy to the feelings of everyone left behind.

Part of Thies & Associates's mission statement is to provide top-notch, ethical appraisals that lawyers can depend on. We understand their needs and are used to helping with all parties involved. In our company, we are used to dealing with law offices in assembling appraisals that out-strip their necessities.

Settling an estate usually depends on an appraisal to determine market value for the estate affected. We sympathize that when you lose a loved one, even thinking about an appraisal report is the furthest thought from your mind. Because of this, often there will be times that the date of an appraisal report deviates from the date of your loss. Thies & Associates assures that our staff is comfortable with the procedures and requirements needed by revenue services to provide a retrospective appraisal with an effective date and market value estimate matching the date your loved one passed away. The ethical requirements explained within the Uniform Standards of Professional Appraisal Practice (USPAP) binds our company to confidentiality, providing the fullest degree of privacy for you and your family.

People often forget that the IRS needs reports filed to explain the numbers involved in estate sales.

Opinions of value shown in documents provided to the IRS and California agencies definitely should be backed by a detailed report as to how the appraiser came to his conclusions. This level of documentation will certainly show the evidence that the values expressed are well-founded and accurate.

Having a professional appraisal from Thies & Associates gives the executor definite facts and figures to work with in going beyond IRS and California state agency requirements. It assures peace of mind to everyone concerned because we will always be there to stand behind the appraisal report if it is ever challenged.