Estate Settlement Appraisals

The responsibility of settling an estate, often a source of stress, is very important. As an executor, you have been entrusted to carry out the wishes of the departed as quickly and attentively as possible. You can count on me to act expeditiously and with as much sensitivity to the feelings of everyone left behind.

There are specific needs for everyone; I realize these needs and I am very comfortable with working with all parties involved. 

Contact us today to discuss your exact estate appraisal demands and how we can put our experience to work for you.

Settling an estate most often demands an appraisal to show market value for the property involved. I empathize that in times like this, acquiring an appraisal report is the furthest thought from your mind. So, there's a chance the time an appraisal is needed will differ the date of death. Lisa Barefoot Appraisal Services assures that we are comfortable with the procedures and requirements needed by the federal and Florida revenue agencies to produce a retrospective appraisal with an effective date and market value estimate matching the date you suffered the loss of your loved one. The ethics provision explained within the Uniform Standards of Professional Appraisal Practice (USPAP) binds us to confidentiality, certifying the fullest degree of privacy for you.

Opinions of value shown in documents provided to revenue authorities absolutely should be supported by a comprehensive report as to how the appraiser arrived at his conclusions. Such a report will clearly demonstrate to the IRS that the numbers used are well-founded and substantiated.