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Decades of Experience

Estate planning can be emotional, but having an accurate picture of your family’s position will help in the future. Your estate planning appraisal should be updated regularly to account for changes in property value or expanded services, and you need an appraiser with regional expertise to offer credible insight.

At Pyramid Real Estate Advisors, we have the expertise and credibility to guide your family’s estate planning.

Thorough Appraisals and Valuations for Your Estate

Qualified and Trusted

Pyramid Real Estate Advisors have additional education that proves our dedication to the industry, as well as designations to back up our ethics and credibility.

We’ve been performing estate planning appraisals for over 40 years, so you can count on us to give you the qualified, unbiased report you need during emotional conversations.

Licensed in NJ, NY, and PA

Part of our designations require licensing in the states where we work. Because we’ve practiced in the region for decades, we have the market knowledge to provide a thorough appraisal, looking at the properties in your specific region to make a comparable and accurate report quickly.

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Estate Planning Appraisals: Frequently Asked Questions

What are estate planning appraisals?

When reviewing an estate, you may need multiple appraisals to cover all the properties and assets involved. This knowledge is critical to writing up a will for family members and ensuring they receive what the original owner intended. When multiple appraisals are involved, Pyramid Real Estate Advisors will create one thorough report with all relevant elements listed.

Why would you need this type of appraisal report?

When properties are gifted or split up after a death in the family, having the estate planning appraisals ahead of time eases the discussions and offers a clear path while family members are grieving.

How often should you update your estate planning appraisal?

For estate planning appraisals to be truly helpful, they should be updated based on market fluctuation and increases in property value. If a property has had renovations to increase value, then a new assessment should be included in your report.

Some business-based inheritances may be based on margins or sale potential, which can vary significantly over the years. If your estate planning appraisals have not been updated recently, request a quote and provide current documentation to determine the accuracy.

Estate Planning FAQ