Estate Planning & Probate Services

Capital City Valuation offers specialized appraisal services for estate planning and probate in Sacramento and surrounding areas. We understand the complexities involved in estate management and provide reliable, impartial valuations to support fair asset distribution and informed decision-making. Whether you’re an executor, attorney, or family member, our estate and probate appraisals provide the clear, accurate property values needed for tax assessments, estate planning, and legal compliance.

What is an Estate Planning and Probate Appraisal?

An estate planning and probate appraisal is a professional evaluation of a property’s market value at a specific date, often required when managing or settling an estate. This type of appraisal is especially important in probate situations, where an accurate, court-approved valuation is necessary to comply with legal requirements. Our certified appraisers at Capital City Valuation provide clear, detailed reports that meet IRS and court standards, helping executors and attorneys handle estate distribution, tax reporting, and other essential tasks.

When Do You Need an Estate Planning or Probate Appraisal?

Estate planning and probate appraisals are necessary for several reasons, including:

• Settling an Estate: When a loved one passes away, an appraisal helps determine the value of any real estate within the estate, providing clarity for fair distribution among heirs.

• Tax Reporting and Compliance: Estate appraisals are often required by the IRS to calculate estate taxes. An accurate, compliant appraisal ensures that taxes are reported correctly, helping avoid disputes or penalties.

• Estate Planning: In planning your own estate, a current property appraisal allows you to allocate assets more effectively, ensuring your wishes are accurately represented in terms of value.

• Legal Disputes and Settlements: In some cases, probate or estate settlements involve disputes over property value. An impartial, professionally prepared appraisal serves as credible documentation in these cases.

• Establishing a Basis for Inheritance or Donation: When passing property to heirs or donating it to a charitable organization, a professional appraisal provides a fair market valuation, ensuring that transfers are managed according to their true worth.

Why Choose Capital City Valuation for Your Estate and Probate Appraisals?

Capital City Valuation is a trusted provider of estate and probate appraisals in Sacramento, led by Kevin Lu, a Certified General Appraiser with over 21 years of experience in California real estate. Kevin is also a California Probate Referee, giving him a deep understanding of probate laws and IRS requirements. Our appraisals are widely accepted by courts and tax authorities, offering the credibility and accuracy you need during this important process.

Our clients choose us for:

• Experience in Estate and Probate Cases: With a dedicated focus on estate planning and probate appraisals, we have the specialized knowledge to provide reliable valuations that meet legal and tax standards.

• Thorough, Court-Ready Reports: Our appraisal reports are comprehensive and detail every element of the valuation process. Prepared to be used in court, they include all necessary documentation and explanations to support legal and tax needs.

• Impartiality and Confidentiality: We are a neutral third party, providing fair, unbiased appraisals in delicate family and legal matters. You can trust us to handle your estate with the respect, professionalism, and confidentiality it deserves.

• Timeliness and Responsiveness: We know that probate and estate matters are often time-sensitive. Our team is committed to delivering accurate, complete appraisals on schedule, ensuring you can move forward with the information you need.

Contact Us

If you need an appraisal for estate planning or probate purposes, Capital City Valuation is here to assist with professional, reliable service. Contact us today to learn more about our estate appraisal services and how we can support you in managing your estate with confidence and clarity.