Living Trust & Probate Appraisals

 Living Trust appraisals involve valuing assets within the trust, ensuring accurate and current assessments. This process helps in managing the assets during the grantor's lifetime and facilitating a seamless transition to beneficiaries without going through probate.


Probate is the legal process of settling a deceased person's estate. Probate appraisals are conducted to determine the fair market value of the deceased person's assets, including real estate, personal property, and financial holdings. These valuations play a crucial role in the distribution of assets among heirs and beneficiaries as part of the probate proceedings.

$425*

CONDO/TOWN HOME

Qualifications

  • Town Homes
  • Condos

*Prices may vary due to complexity of the job.

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$400*

TRACT HOME SFR

Qualifications

GLA: 0 - 3000sf

SFR HOMES


*Prices may vary due to complexity of the job.

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$450*

TRACT HOME SFR

Qualifications

GLA: 3000 - 4500sf

SFR HOMES

*Prices may vary due to complexity of the job.

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UNCONVENTIONAL

Call for a Quote*

Qualifications

Homes over 4500sf

Custom Homes

Manufactured Homes

 Properties over 1 Acre

New Construction

Vacant Land

*Prices may vary due to complexity of the job.

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Common Questions

Frequently asked questions about Living Trust and Probate Appraisals

  • Why is a Living Trust Appraisal necessary?

    A Living Trust Appraisal is essential to accurately assess the value of assets held within the trust, providing clarity for the management and potential distribution of assets during the grantor's lifetime and after.

  • Can the Living Trust Appraisal process be initiated while the grantor is still alive?

    Yes, the Living Trust Appraisal process can be initiated during the grantor's lifetime to determine the fair market value of trust assets, aiding in effective estate planning and management.

  • How often should Living Trust Appraisals be conducted?

    The frequency of Living Trust Appraisals may vary, but it's advisable to review and update valuations periodically or when significant changes occur, such as property additions or market fluctuations.

  • Why is a Probate Appraisal required during estate settlement?

    A Probate Appraisal is necessary to determine the fair market value of the deceased person's assets, facilitating the fair distribution of the estate among heirs and ensuring compliance with legal requirements.

  • Can family members contest the findings of a Probate Appraisal?

    Family members can present evidence or challenge the Probate Appraisal findings in court if they believe there are discrepancies. The court will then make decisions based on the presented information.

We perform appraisals in the following counties

  • Riverside
  • Orange
  • San Bernardino
  • San Diego
  • Los Angeles


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How the Appraisal Fees are Determined

  1. Complexity of the appraisal: This refers to how similar the property is to properties that have recently sold nearby.
  2. Time to complete the appraisal: This primarily refers to factors such as travel time and document review
  3. Liability associated with an appraisal: This refers to the level of responsibility assumed in preparing the appraisal. For example, there is greater financial responsibility when accepting an appraisal of a $20 million dollar home compared to a $20,000 one, or there may be double the liability when the client includes more than one entity.


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