APPRAISALS FREQUENTLY ASKED QUESTIONS
 
WHEN DO I  NEED AN APPRAISAL?
  • To establish your insurance needs
  • To file for a damage claim
  • For your estate planning
  • For probate, a trust or an estate settlement
  • For Charitable donations
  • In case of divorce or dissolution
  • When filing for bankruptcy
  • To ensure equitable distribution of tangible assets 
 
WHAT DOES AN APPRAISAL INVOLVE?
  • Call or email so we can discuss your needs and determine whether an appraisal is appropriate for you.  This is a free consultation.
  • If you need an appraisal, we will make an appointment either at your location or my office, depending on the items to be appraised.    If the items to be appraised are small, you may wish to bring them in to my office as this is less expensive. 
  • During the appraisal inspection, I will examine each of the items you wish to have appraised.  This includes documentation, measurement, photography and overall examination
  • After the inspection I will return to my office for research, analysis and valuation. 
  • I will then prepare the report in which each item (or group of items) will have a description, condition, value and photograph. 
 
HOW CAN I PREPARE FOR THE APPRAISAL?
  • Provide a sheet of paper with your name and the name of the owner of the estate (if it is not you) as you want it to appear on the appraisal.   Provide a phone number and email address where you can be reached.  Include the address of the location of the appraisal.
  • Decide which items are going to be appraised and make sure they are easily accessible. 
  • If possible, pull large furniture being appraised away from the wall.
  • Make sure the lighting is good in the rooms where the appraisal will be conducted.  Open drapes and turn on lights.
  • Put any documentation (including sales receipts, certificates, previous appraisals, or other information) next to the item being appraised.
  • If you have sets of silver, china, or stemware, please group similar patterns by function.  A list with the name of the pattern and a count of the number of each piece will help speed up the appraisal.
 
 
Appraisals are compliant with the report writing standards of the International Society of Appraisers and the Uniform Standards of Professional Appraisal Practice (USPAP). 
 
 
All information pertaining to the appraisal is confidential, per USPAP standards. Access to the report will be granted only with written permission from the client or by court order.     

Frequently

Asked Questions