James Wagner knows the special needs of estate executors

Estate settlement is often stressful, but a very important job. As a trustee, you've been given the responsiblity to carry out the wishes of the departed as promptly and attentively as possible. You can count on James Wagner to act expeditiously and with as much sensitivity to the feelings of everyone in bereavement.

Part of James Wagner's drive is to supply top-notch, ethical appraisals that attorneys can depend on. We comprehend their needs and are used to helping with all parties involved. In our company, we are used to dealing with legal agencies in providing reports that meet their requirements.

Contact us as soon as possible to discuss your precise estate appraisal specifications and how we can put our knowledge to work for you.

Usually, settling an estate necessitates a detailed appraisal report to establish market value for the home to the satisfaction of the parties involved. We know that when you lose a loved one, even thinking about an appraisal is the furthest thought from your mind. Of course, you have to comfort your loved ones first. We are accustomed to the practices and requirements necessary to perform a retrospective appraisal with an effective date and market value estimate matching the date your loved one passed away. The ethics provision listed within the Uniform Standards of Professional Appraisal Practice (USPAP) conforms us to confidentiality, guaranteeing the highest degree of privacy for you and your family.

People often forget that the IRS requires documents filed to support the numbers involved in estate sales.

An accurate report showing the appraiser's opinion of value is necessary to support the methods the appraiser used to come to his conclusions. This level of documentation will certainly substantiate the evidence that the values presented are well-founded and accurate.

Having a professional report from James Wagner gives the executor definite facts and figures to work with in exceeding IRS and California state agency requirements. It assures peace of mind to everyone concerned because we will always be there to stand behind the appraisal if it is ever challenged.