Lady and Associates understands the special needs of estate executors

Estate settlement is an important and sometimes stressful task. As an executor you have been entrusted to carry out the wishes of the departed as swiftly and exactly as possible. You can count on us to act quickly and with as much respect to the feelings of everyone left behind.

Part of Lady and Associates's focus is to create top-notch, ethical appraisals that lawyers can rely on. Often, all parties will have different requirements of how the appraisal process should work; however, our experience of the estate process definitely satisfy all parties involved. We provide appraisal reports that out-strip the obligations of the courts and other agencies.

Contact us immediately to discuss your exact estate appraisal specifications and how we can put our experience to work for you.

Settling an estate generally depends on an appraisal to determine fair market value for the estate in question. It's understandable that thinking about getting an appraisal is the farthest thought from your mind. Due to this, often the time of death differs from the date the appraisal is ordered. We are knowledgeable about the procedures and requirements necessary to produce a retroactive appraisal with an effective date and fair market value estimate matching the exact date your loved one passed away. The ethics provision listed within the Uniform Standards of Professional Appraisal Practice (USPAP) attunes us to confidentiality, ensuring the highest degree of privacy for all parties involved.

People often forget that the IRS requires information filed to show the numbers involved in estate sales.

One of the most necessary requirements in an appraisal is an appraiser-backed opinion of value in a detailed reason as to how the appraiser came to his conclusion. Such a report will definitely demonstrate to the IRS that the numbers used are well-founded and correct.

Lady and Associates ensures an detailed appraisal report, which will give an executor definite facts and numbers that will meet IRS and revenue agency requirements. It assures peace of mind to everyone concerned because we assure you that we will stand behind the appraisal if it is ever refuted.

Opinions of value displayed in documents filed with the the IRS and IN state agencies absolutely should be supported by a comprehensive report as to how the appraiser came to his conclusions.