Written Appraisal

A Written Appraisal document is typically done for Estate Tax, Equitable Distribution purposes, Marital Dissolution, Insurance Scheduling, Asset Management, Damage/Loss, or Donation Tax. The first step is to define the “Scope of Work” which is the quantity, quality, type and extent of research and analyses required to prepare the appraisal. Once determined, a retainer agreement is developed, including client and appraisers’ expectations, goals, results and fees.

Frequently, we will schedule a date for an on-site exam. The client provides the appraiser with all relevant information, like previous appraisals, receipts or provenance. On-site, the appraiser inspects, photographs, and gathers information about an object in question in order to fully document its condition and appearance. After completing data collection and analysis, the appraiser will spend time researching, valuing, and putting together the appraisal document. All of our appraisal reports adhere to the current Uniform Standards of Professional Practice (USPAP).