Estate, tax & advisory appraisals
Estate and tax-related assignments require precision, documentation, and clear effective dates. Our reports are prepared for reliance in planning, compliance, and review contexts.
What we prepare.
Assignments with precise effective dates and documentation, prepared for reliance in planning, compliance and review.
- Estate and probate appraisals
- Capital gains and tax reporting appraisals
- Retrospective (historical date) valuations
- Inter-family transfer and estate equalization appraisals
- Advisory appraisals for estate planning purposes
Who relies on these reports.
Estate, tax & advisory professionals
- Estate trustees, executors, and administrators
- Estate planning professionals
- Accountants and tax advisors
- Wealth managers and fiduciaries
- Corporate and personal representatives
These assignments often involve retrospective valuation dates, capital gains reporting, estate equalization, and CRA-related matters requiring precision and documentation.
Everyone we work with
Residential properties
Single-family detached dwellings, semi-detached dwellings, condominium units (low-rise, mid-rise, and high-rise) and more
Special circumstance & risk-related properties
Properties subject to power of sale, lender-owned and mortgagee-in-possession properties, properties affected by damage, loss, or functional issues and more
Portfolio & multi-property assignments
Residential and mixed-use portfolios, multi-property estate and trust assignments, investor-held property groupings
- 01
Send the request
Create an account and submit the address, purpose and any documents. You can also call or email the office.
- 02
Accept the quote
You receive a fee and a delivery date. Accept it by signing the engagement letter online.
- 03
Receive the report
We book the site visit, prepare the report and review it. It is delivered to your file, where you can track each step.
Questions clients ask.
Can you appraise a property at a historical date?
Retrospective valuations are available for appropriate estate, tax and other assignments. Tell us the required effective date and intended use when you make your request.
What information should I have ready?
The property address, purpose of the appraisal, intended users, required effective date and any deadline. Relevant plans, leases or other property documents help us define the scope.
How much will the appraisal cost?
The fee depends on the property, location, complexity and scope. We confirm the fee and anticipated delivery date in your quote before you engage us.
Matrimonial and litigationIndependent valuations for dispute resolution and legal proceedings, where objectivity and defensibility decide the outcome.- Power of sale and distressedValuations that account for market exposure, property condition and non-typical sale conditions.
Development and projectsSupport for development, redevelopment and improvement decisions, including progress inspections for construction draws.
Let’s discuss your property