Estate planning & estate tax appraisals

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Estate planning and estate tax appraisals both use Fair Market Value. Fair market value is a price at which buyers and sellers with a reasonable knowledge of pertinent fact and not acting under any compulsion are willing to do business. 

Our estate tax appraisals comply with IRS requirements in appraising bequeathed assets.

Our estate planning appraisals can assist in the process of the equitable division of the assets amongst heirs, beneficiaries or desired charities.

Most often the executor of the estate hires the appraiser.

Once an agreed upon time and location have been set, our appraisers inspect the jewelry in-person and then return to our office to complete the necessary research and produce the report. 

Our appraisals adhere to the Uniform Standards of Professional Appraisal Practice (USPAP) and the National Association of Jewelry Appraisers (NAJA) standards. All appraisal reports include images, detailed descriptions and accurate valuations in the appropriate market. Reports are available in both digital and hard copy formats & we proudly use eco-friendly recycled paper for our appraisal reports & business stationary.

Appraisals are billed on an hourly basis with a 2-hour minimum, or a per-item flat fee. Contact us to learn what option best fits your needs.

To provide an accurate estimate for an appraisal, we need to know the number of pieces and types of jewelry. Photographs are excellent, because we will have a better sense of how much valuation time will be needed. 

While onsite, our appraisers need a small workspace or table, access to an electrical outlet for their equipment and running water in the event the jewelry needs a cleaning prior to inspection. Any applicable gem-certificates, watch certificates, receipts, insurance schedules or previous documentation is helpful to view while onsite.Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.