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ESTATE PLANNING & PROBATE

(980) 427-9502

Our Estate Planning & Probate Appraisal Services

When it comes to estate planning and probate, having an accurate appraisal of your property is crucial. At Macro Realty Advisors, we provide professional and compassionate appraisal services tailored to the sensitive nature of estate settlements. Our goal is to ensure that you have a clear, reliable valuation of your real estate assets during what can often be a difficult time.
 

What is an Estate or Probate Appraisal?
 

An estate or probate appraisal is a detailed assessment of a property’s fair market value, usually required during estate planning or after the passing of a property owner. These appraisals help determine the value of real estate for purposes like settling an estate, distributing assets, or meeting tax requirements. A certified, unbiased appraisal ensures that all parties involved have a clear understanding of the property's value.
 

When Do You Need an Estate or Probate Appraisal?
 

There are several situations where an estate or probate appraisal may be needed:
 

  • Estate Planning: When creating or updating a will, an accurate appraisal helps determine the value of your real estate holdings, allowing for fair distribution of assets to heirs.

  • Probate Proceedings: After a death, the court may require an appraisal to determine the market value of the property at the time of death, which helps in settling the estate.

  • Tax Purposes: Appraisals are often required for estate tax reporting, gift tax, or determining the step-up in basis for inherited properties.
     

Our Appraisal Process
 

We understand that estate planning and probate matters can be sensitive, and our process is designed to provide clarity and ease during this time:
 

  1. Initial Consultation: We begin by understanding your needs and the purpose of the appraisal, whether for estate planning or probate.

  2. Property Inspection: Our certified appraiser will conduct a thorough inspection of the property to assess its condition, location, and unique features.

  3. Market Analysis: We perform detailed research on comparable properties and market trends to ensure an accurate valuation.

  4. Appraisal Report: We provide a comprehensive and clear report that details the property’s market value, tailored to meet legal and tax requirements.
     

Why Choose Macro Realty Advisors?
 

  • Expertise in Estate and Probate Appraisals: We have extensive experience appraising properties for estate settlements and probate purposes. Our team understands the unique requirements of these appraisals and ensures that they meet the necessary legal and tax standards.

  • Unbiased and Reliable Valuations: Our certified appraisers provide fair and impartial valuations, helping ensure a smooth estate settlement process.

  • Compassionate Service: We recognize the emotional and legal complexities that can come with estate planning and probate. Our team is committed to delivering respectful, timely, and professional service during this time.

  • Local Knowledge, National Expertise: Based in Charlotte, NC, we combine our deep understanding of the local real estate market with the expertise gained from appraising properties worldwide.
     

Contact Us
 

If you need a professional estate or probate appraisal in Charlotte, NC, Macro Realty Advisors is here to assist. We are dedicated to providing accurate appraisals to help you navigate estate planning and probate processes with confidence.
 

Let us help you with the expertise and care you need during estate planning or probate. Contact us today to schedule your appraisal.

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