Stein Valuation Inc.

Estate Appraisal

Complex Estate Appraisals

Phone 1-800-906-8141

 

Telephone

    818-907-1556

THE ATTORNEY'S OR CPA'S NIGHTMARE

   - ONE DEATH, TEN APPRAISALS

 

Estates come in all shapes and sizes. The death of one client can trigger a tremendous amount of additional administrative effort for an already busy CPA.

 

Let’s say you have a complex estate that includes a diverse set of properties that require appraisals similar to the following:

 

Real Estate Valuations:

 A Neighborhood shopping center,

 A fast-food restaurant building,

 A sit-down restaurant,

 A motel,

 Two nursing homes, and

 A drug store on a long-term ground lease

 

Business Valuations:

 Manufacturing Plant,

 Grocery Store

 

Partial Interest Valuation:

The estate owns a mix of interests in the assets above including undivided interests, partnership interests, LLC and corporate stock.

 

It’s easy to see how a busy CPA could become quickly overburdened with the task of contracting with as many as four to five separate appraisers each with their own specialties. For each appraiser selected, three to four appraisers need to be contacted for bids. Do the math – that means possible contact with twelve to sixteen appraisers that are interested and others that don’t want to bid the job. Lots of phone calls, e-mails, review of qualifications, contracts to review and sign. Lots of time billed for administrative effort that is challenging to justify to the client.

 

We are here to help you simplify your life and the estate trustee’s life. By contracting with one appraisal firm, Stein Valuation Inc., and leaving the management of your complex estate appraisal to us, you can get the whole job done with a minimum of effort! All the real estate appraisals, all the business valuations, all the partial and fractional interest appraisals under a single contract with one appraisal firm.

 

Contact us today to work on your complex estate.

 

For more information on our complex estate appraisal services, we invite you call us at 800-906-8141. For your convenience you can also send us an email, or view contact details for our other offices from the "Contact Us" page.

 

Stein Valuation Inc.
14011 Ventura Boulevard

Suite 209

Sherman Oaks, CA 91423

 

Phone: 818-907-1556
Fax: 818-474-7581

 

  

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