A clear starting point
for your client’s property questions.

Define the assignment early.

Send the property location, intended use, requested effective date, intended users, and any report or scheduling requirements. This helps establish whether the assignment fits our scope and availability.

Divorce and family-law matters

Discuss current or retrospective valuation needs, access arrangements, and who will be engaging the appraiser.

Estate and probate matters

Clarify the required valuation date and any instructions from counsel or tax advisers before work begins.