Estate Settlements & Planning

 

The value of our services is unmatched.

For those with estate planning appraisal needs, Aegis Appraisals offers expert guidance on the complexities of appraising a property when there’s a death, inheritance, or other circumstances. Our certified appraisers are experienced in accurately evaluating properties in these difficult situations, offering the most comprehensive expertise with sensitivity and care.

Since estate settlement is one of those things people are often unfamiliar with until they experience it themselves, we hope to offer you a glimpse into the probate process, and how the appraisal can help provide the insight needed when it comes time to make these decisions.

 

Here is a more detailed look, with some key insights on how settling an estate works:

 

When an estate has a transfer of ownership due to death or inheritance, it is common for a real estate appraisal to be needed for tax purposes. During the settlement process, either an attorney or accountant can assist in ordering an appraisal through referral, or they could have your family member/executor select a local trusted appraiser, which is many times the case.

The probate process can last anywhere from months to years. It’s hard to predict how the courts will rule, how hard parties will fight, and what other obstacles will come up during the process. In our experience, we typically hear from the attorneys/executors ordering these appraisals between 3-6 months after the death of a loved one or inheritance of a property. Depending on the circumstances, you may need a more expedited service, or have delays lengthening this timeframe. No matter your timeline, our appraisers are available to assist you through this process and provide the best possible experience.

 

The Retrospective Appraisal

Estate settlements often involve appraising a home based on the day of death, making this process typically referred to as the “date of death appraisal”. In addition to asking for a retrospective or date of death appraisal, sometimes the ordering party will request a “current value” valuation to determine market value during the settlement process.

 

Find out which appraisal you need

Estate settlement can be different experience for each person, and the type of appraised value required can depend on the needs of the estate. Generally, this shouldn’t be something you need to worry about as an experienced attorney or accountant can easily help direct you toward the type of value needed for the estate. Should they have any questions, we would be happy to speak with them to clarify exactly what’s required for your situation.

Regardless of how you value your property, our team at Aegis Appraisals will make it an easy and stress-free process for you.

Great company
Jackie M. of Cypress, TX
09/19/2022
Great company
Jackie M
Jackie M. of Cypress, TX
09/19/2022
Great service for a great price. Received my appraisal in less than 48 hours. Will use again.
Daniel R. of Conroe, TX
12/04/2022
Great service for a great price. Received my appraisal in less than 48 hours. Will use again.
Daniel R
Daniel R. of Conroe, TX
12/04/2022
Management is informative, knowledgeable, and professional. Would definitely recommend!
Ben G. of Nashville, TN
8/28/2020
Management is informative, knowledgeable, and professional. Would definitely recommend!
Ben G. of Nashville, TN
8/28/2020
Get an appraisal! From Aegis! Their appraisal helped reduce the assessed value $46K on my home. I was a 1st time protester of an appraisal district.
Ted Norris of Huntsville, TX
8/31/2020
Get an appraisal! From Aegis! Their appraisal helped reduce the assessed value $46K on my home. I was a 1st time protester of an appraisal district.
Ted Norris of Huntsville, TX
8/31/2020
Quick response measuring home sq feet. Accurate and good value
Anonymous of Spring, TX
5/9/2016
Quick response measuring home sq feet. Accurate and good value
Anonymous of Spring, TX
5/9/2016
Would definitely recommend. Steven is great and very helpful if you have any questions or concerns regarding appraisal report. Will be using again.
Jason B. of Houston, TX
5/31/2016
Would definitely recommend. Steven is great and very helpful if you have any questions or concerns regarding appraisal report. Will be using again.
Jason B. of Houston, TX
5/31/2016
Competent. Prompt. Personable. Responsive.
Phil S. of Bellaire, TX
10/16/2016
Competent. Prompt. Personable. Responsive.
Phil S. of Bellaire, TX
10/16/2016
They actually measure the inside and the outside each and every corner of the wall . you're going to get a very accurate appraisal
Racheal G. of Houston, TX
1/22/2017
They actually measure the inside and the outside each and every corner of the wall . you're going to get a very accurate appraisal
Racheal G. of Houston, TX
1/22/2017
I am a Real Estate Broker. The first time I worked with Aegis, they were assigned to appraise one of my listings. From speaking with him, I could tell Steven was so thorough, that I kept his information for future needs. He is an excellent appraiser and a wealth of knowledge. If I am stuck on pricing a home, I ...
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Erica H. of Houston, TX
4/10/2017
I am a Real Estate Broker. The first time I worked with Aegis, they were assigned to appraise one of my listings. From speaking with him, I could tell Steven was so thorough, that I kept his information for future needs. He is an excellent appraiser and a wealth of knowledge. If I am stuck on pricing a home, I know they will do an excellent job appraising it!
Erica H. of Houston, TX
4/10/2017
Excellent customer service. They took the time to answer all my questions at the time of the appraisal. After I received my appraisal they then walked me through the appraisal explaining how they determined the value of my home and again answering any questions along the way. The cost of their services is well worth the confidence that I have ...
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Anonymous of Spring, TX
5/5/2017
Excellent customer service. They took the time to answer all my questions at the time of the appraisal. After I received my appraisal they then walked me through the appraisal explaining how they determined the value of my home and again answering any questions along the way. The cost of their services is well worth the confidence that I have going forward in the sale my home.
Anonymous of Spring, TX
5/5/2017
They did a fast and efficient job
Steve C. of Kingwood, TX
8/4/2017
They did a fast and efficient job
Steve C. of Kingwood, TX
8/4/2017
Prompt and efficient, had quote the next day, very satisfied
Harry B. of Houston, TX
10/17/2017
Prompt and efficient, had quote the next day, very satisfied
Harry B. of Houston, TX
10/17/2017
Used their services to get an appraisal to successfully contest the appraisal district's inflated appraisal
Jeff H. of Conroe, TX
8/21/2022
Used their services to get an appraisal to successfully contest the appraisal district's inflated appraisal
Jeff H. of Conroe, TX
8/21/2022
-Prompt to respond to questions / comments -were able to complete appraisal in a timely manner
Diane M. of Tomball, TX
08/22/2022
-Prompt to respond to questions / comments -were able to complete appraisal in a timely manner
Diane M. of Tomball, TX
08/22/2022
Incredibly professional. Knew the market and was very detailed. I have worked with many appraisers over the years but none have been as good as Aegis and Steven Weber.
Jon G. of Magnolia, TX
10/3/2021
Incredibly professional. Knew the market and was very detailed. I have worked with many appraisers over the years but none have been as good as Aegis and Steven Weber.
Jon G. of Magnolia, TX
10/3/2021
Very courteous & professional!
Tim Benge
11/16/2021
Very courteous & professional!
Tim Benge
11/16/2021
Excellent service, very knowledgeable and very friendly guys 5 ⭐️
D Hermosa
2021
Excellent service, very knowledgeable and very friendly guys 5 ⭐️
D Hermosa
2021
Extremely professional, accurate, and easy to work with. They went above and beyond to help me make an educated decision as a first-time homebuyer. One of the friendliest companies I've come across!
Benjamin G of Cypress, TX
8/16/2022
Extremely professional, accurate, and easy to work with. They went above and beyond to help me make an educated decision as a first-time homebuyer. One of the friendliest companies I've come across!
extremely professional
Benjamin G of Cypress, TX
8/16/2022
These guys are awesome. Julius has been extremely informative and most helpful in very quick timelines. They are my go to. Thank you guys for being so good at your jobs!
Michael Owens
8/21/2022
These guys are awesome. Julius has been extremely informative and most helpful in very quick timelines. They are my go to. Thank you guys for being so good at your jobs!
Michael Owens
8/21/2022