Birch-Ogburn & Co. understands the special needs of estate executors

Estate settlement is an important and sometimes stressful job. As an executor you have been entrusted to carry out the wishes of the deceased as promptly and exactly as possible. You can count on us to act quickly and with as much sensitivity to the feelings of everyone in bereavement.

Lawyers and accountants rely on our ideals when calculating real property values for estates, divorces, or other disputes requiring a value being placed on real property. There are specific needs for everyone; we understand these requirements and are acclimated to dealing with all parties involved. We create appraisal reports that out-strip the requirements of the legal system and other agencies.

Usually, settling an estate requires an extensive appraisal report to determine fair market value for the property to the satisfaction of the parties involved. It's understandable that ordering an appraisal is the farthest thought from your mind. So, it's possible the date an appraisal report is requested will be different from the date of death. Our professional staff is accustomed to the practices and requirements needed to perform a retroactive appraisal with an effective date and fair market value estimate matching the date your loved one passed away. The ethical obligations listed within the Uniform Standards of Professional Appraisal Practice (USPAP) keeps our appraisers to confidentiality, assuring the strongest degree of privacy for you.

Often, people do not fully appreciate the importance in having an exhaustive real estate appraisal supplied in support of the numbers displayed in general documents filed with the IRS.

An exhaustive report showing the appraiser's opinion of value is required to back the methods the appraiser used to come to his conclusions. A report of this caliber will clearly show your claim that the numbers provided within the report are well-founded and accurate.

An executor will be satisfied by an appraisal report by Birch-Ogburn & Co. which will provide him undeniable facts and numbers to deal with any legal agency's requirements. It assures peace of mind to everyone concerned because we assure you that we will stand behind the report if it is ever challenged.

Opinions of value used in documents provided to the the IRS and NC state agencies definitely should be supported by a comprehensive report as to how the appraiser arrived at his conclusions.