Estate and Trust Appraisals in Maricopa and Pinal Counties

Current or past date of value appraisals for executors, trustees, attorneys and CPAs, with clear support for the people who need to rely on the report.

Request an Appraisal Call 480-254-5171

Michael Swart, Arizona Certified Residential Appraiser, License CRA-22344. Based in Chandler; Michael travels to the property. Call 480-254-5171.

Retrospective, date of value appraisals

Many estate and trust matters need the market value as of a specific past date rather than today. A retrospective appraisal analyzes sales and market conditions as of that date of value. Please include the date in your request form.

Common uses

Estate settlement and probate administration.
Trust administration and distributions among beneficiaries.
Supporting a stepped up basis that your CPA uses for estate and trust tax filings.
Buyouts when one heir or beneficiary keeps the home.

Who the report is for

The engagement letter names the client and intended users, for example the executor, the trustee, the estate attorney or the CPA. Tell Michael everyone who needs to rely on the report so the scope is set correctly from the start.

A calm, respectful process

Michael coordinates access with whoever is handling the property and works around family schedules. The report explains the data and reasoning in plain language so professionals and family members can follow it.

Request an Appraisal

FAQ

Common questions

Can you appraise a home as of a past date?

Yes. Retrospective appraisals estimate value as of a past date of value. Note the date in your request.

Does the home need to be in the same condition as on the date of value?

Not necessarily. Michael can consider known changes since that date. Tell him about any repairs, updates or damage that occurred after it.

Can my CPA or attorney be named on the report?

Yes. Name them as intended users in your request so they appear in the engagement letter.

Do you give tax or legal advice?

No. Michael provides the opinion of value. Your CPA or attorney advises on tax and legal questions.

Do you cover homes outside Maricopa County?

Yes, Pinal County and parts of Pima County are also in the service area.

Michael Swart, Arizona Certified Residential Appraiser, License CRA-22344. MFS Appraisal LLC, 4960 S Gilbert Rd Ste 1-415, Chandler, AZ 85249. 480-254-5171 · [email protected]. No payment is collected when you submit a request.