Financial Planning & Trusts

Real estate holdings are often at the center of the plan as they’re usually the client’s largest assets. Therefore settling an estate can be a complex and important job. As an executor, or individual, you may be under pressure to quickly follow through with every step of the process. Our function is to relieve the burden of the valuation of any real property involved in the estate.

Whether you need an appraisal for a single property or multiple appraisals for an entire portfolio we understand the process involved. Whether you need a current value or one based on a prior date (retrospective value), we are able to provide you with the type of report you require.

We also understand the needs of those approaching retirement and the importance of knowing the value of your home, typically your most valuable asset. If a reverse mortgage is a under consideration, please allow us to give you insight into your home’s value prior to entering into a reverse mortgage contract.

There’s no reason to feel overwhelmed during this process because we will explain the appraisal process with you prior to the assignment and we will personally go over the report with you when it is finished, answering any and all questions you may have.

Whichever the case may be, hiring the services of a professional real estate appraiser to estimate the fair market value of the property should be one of your first tasks. Simply make sure you require a professional appraisal report that is well-supported, admissible and defensible in court and one that follows the IRS real property valuation guidelines.

Every situation is unique and the type of valuation required for your estate is related to the needs and circumstances surrounding the particular estate. No worries, because a qualified attorney, CPA or accountant will tell you what type of valuation report is required and we are here to speak with your attorney, CPA or accountant in order to nail down the specifics needed for your personal situation.

Furthermore, we understand and appreciate the sensitive nature of estate management and we handle all situations with the utmost care. We are also bound by the ethical provisions within the Uniform Standards of Professional Appraisal Practice (USPAP), which guarantees our customers the highest level of confidentiality and discretion. In addition, we provide you with comprehensive appraisal reports that meet or exceed requirements of the IRS, courts and other various agencies.

Triton Real Estate Advisors promises you will receive the best in professional service and courtesy, while also receiving the highest quality appraisal reports. We will be discreet and respect and protect your family’s privacy. And if necessary, Triton Real Estate Advisors stands behinds its appraisals and value estimates, should matters advance to a dispute, trial or IRS audit.

Give us a call today with any questions you might have.