Estate and date-of-death appraisal
Executors, trustees and their advisers may need a property value as of a date of death or another specified date. We confirm the property interest, intended use, effective date and information available before outlining the scope of the report.
Retrospective valuations for tax and legal matters
A past-date appraisal can support an estate, capital gains discussion, property transfer or legal matter. Historical assignments require evidence about the property as it existed on the effective date, along with relevant market information. We coordinate assignment requirements with your accountant or lawyer; they advise on tax and legal treatment.
What helps us prepare a quote
Please provide the address, requested effective date, reason for the valuation, property type and any records describing the property at that time, such as prior listings, plans or photographs. We serve Niagara Falls, St. Catharines, Welland, Grimsby, Hamilton, Burlington, Brantford and surrounding communities in Niagara Region, Brant County and Haldimand County.