Bring a supported property value to the planning conversation.
A home may be an important part of a trust or estate plan. An independent residential appraisal can provide a documented opinion of value for a clearly defined planning purpose and effective date.
Patton Appraisals can discuss valuations requested by owners, trustees, attorneys and tax advisers. Share your adviser’s instructions early so the appraisal scope and reporting needs can be considered before the assignment is accepted.
Start with the purpose of the valuation
- A residential property value requested during trust or estate planning.
- A valuation for an identified transfer or family planning decision.
- An updated market-value opinion for an adviser’s review.
Coordination that keeps the assignment clear.
Van will clarify the client, intended users, effective date and type of property interest to be valued. After confirming suitability, scope, fee and timing, he completes the agreed research and prepares a written appraisal. You and the identified intended users can discuss the valuation findings.
The appraisal provides valuation analysis. It does not establish a legal strategy, tax treatment or eligibility for a particular benefit. Specialized interests or reporting requirements are reviewed for competency and suitability before acceptance.
What happens next?
Share the property address and what the appraisal needs to help you decide. Van will discuss assignment suitability, the intended use and users, effective date, fee and timing. Property observation, research and reporting are tailored to the agreed scope. You can ask questions about the process and the completed analysis.
Service is available across our Southeast Tennessee and Northwest Georgia coverage area, subject to the needs of the assignment.
Discuss your appraisal