Estate Planning Appraisals - Palm Beach Appraiser: TruValue Real Estate Services

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Estate Planning Appraisals
Financial and Estate Planners are often relied upon by their clients to provide sound, well-informed advice. TruValue Real Estate Services has worked closely with a long list of Financial and Estate Planners over the years to assure they have the information needed to develop the best and most effective strategies for their clients.

Real estate holdings are often at the center of the plan as they’re usually the client’s largest assets. Whether you need an appraisal for a single property or multiple appraisals for an entire portfolio we understand the process involved. We’ve provided appraisals for Estate Planners throughout the South Florida market area for a variety of trusts, estate purposes, tax planning, asset update purposes, and more. We’re acutely aware of the detail, skill, and attention necessary to properly value these types of properties.

If you’re a senior, it’s also important that you get your affairs and estate in order as you transition into your retirement years, which includes knowing the value of your properties. There is no reason to feel overwhelmed during this process as we’ll fully explain the appraisal process up front, and when the report is finished we’ll personally go over the report with you to answer any questions you might have.

Settling an estate usually requires an appraisal to establish Fair Market Value (FMV) for the residential property involved. Often, the date of death differs from the date the appraisal is requested. At TruValue Real Estate Services we are experienced in the procedures and requirements necessary to perform a retroactive appraisal with an effective date and FMV that coincides with the date of death.

All too often, people do not fully appreciate the need to have a detailed real estate appraisal prepared in support of the numbers being used in documents filed with the revenue authorities. Opinions of value used in documents filed with the revenue authorities should be supported by a comprehensive appraisal report showing just how the appraiser arrived at their value conclusion. Such a report will certainly demonstrate to the authorities that the numbers used are well founded and substantiated.

Having a professional appraisal from TruValue Real Estate Services gives the executor solid facts and figures to work with in meeting IRS and state agency requirements. It assures peace of mind to everyone concerned, and we are there to stand behind and support the appraisal if it is challenged.

Financial and Estate Planners throughout South Florida have come to rely on TruValue's valuation services to create the foundations of a sound financial plan for their clients and we welcome the opportunity of working with you as well. Give us a call at 561-568-5515 and we will be happy to discuss your appraisal needs. The ethics provision within the Uniform Standards of Professional Appraisal Practice (USPAP) binds us with confidentiality, ensuring the fullest degree of discretion.

When you order an appraisal report from us, you can expect. . . .

  • Prompt response to your initial inquiry: We will give you personalized information for your particular appraisal need. Just tell us your situation and we will make suggestions. Do you want to sell your home quickly or for the highest value?
  • Quick turnaround time: Typically 2-3 days from the date the request is received. If you've chosen to receive a copy of your appraisal or consulting report via the Internet (EDI), you'll receive it within MINUTES of its completion.
  • Appraisal and consulting reports formats to suit YOUR needs: When it comes to appraisal and consulting, "One size does NOT fit all!" We offer a variety of report types and delivery methods. We can deliver your report attached to a standard email, or notify you of an Internet site to download your report, the MINUTE it's completed!
  • Quick response to follow-up questions: Our reports are clearly written, understandable, and meet or exceed the Uniform Standards of Professional Practice that governs the appraisal practice. If you have any questions regarding your appraisal, after you've read the report, we encourage you to email or call us!


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9924 Boynton Gardens Way
Boynton Beach, FL 33437

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