Estate & Tax Related Appraisals

Highly defensible, retrospective valuations for estate settlement and tax compliance.

Valuing a property for estate or tax purposes often requires establishing a market value as of a specific date in the past (a retrospective appraisal). These reports must be meticulously researched and methodologically sound to withstand potential scrutiny from the Canada Revenue Agency (CRA) or legal entities.

We work directly with executors, accountants, and legal professionals to provide clear, objective valuations that simplify complex administrative processes and ensure fair asset distribution or accurate tax reporting.

Common Use Cases:

Probate / Estate Settlement
Capital Gains Tax Calculation
Transfer of Title / Change of Ownership
Establishing a Cost Base for Income Properties

How the process works

Step 1: Intake and review We review the engagement letter and verify property details.

Step 2: Property inspection The appraiser conducts an objective on-site exterior and interior examination.

Step 3: Market analysis We analyze local Fraser Valley or Metro Vancouver market data and apply appropriate valuation methodologies.

Step 4: Report delivery We deliver a fully USPAP-compliant report directly to you or your specified institution.

Required Documents

Letter of Engagement from Lawyer or Accountant (if applicable)
Recent Property Tax Assessment
Title documents or building plans
List of recent renovations and estimated costs

Inspection Preparation

To ensure an efficient visit, please ensure the appraiser has clear access to all interior rooms, including basements, attics, and crawlspaces if applicable. The exterior perimeter must also be accessible.

Please secure any pets prior to the appraiser's arrival. The inspection generally takes 30-60 minutes depending on the property size.

Frequently Asked Questions

What is the turnaround time for this appraisal?

Standard residential appraisals in the Fraser Valley and Metro Vancouver are typically delivered within two to four business days following the property inspection. Complex properties or remote acreages require additional time for thorough market analysis.

Are your appraisal reports compliant with industry standards?

Yes. All valuations strictly adhere to the Uniform Standards of Professional Appraisal Practice (USPAP) and the current guidelines of the Canadian National Association of Real Estate Appraisers (CNAREA).

How long does the on-site inspection take?

The property inspection takes 30 to 60 minutes, depending on the size and complexity of the home. The appraiser conducts an objective exterior and interior assessment, taking necessary measurements and photographs.

Who receives the final appraisal report?

The report is delivered strictly to the client who engaged our services. If an Appraisal Management Company (AMC) or a lending institution ordered the appraisal, they are the client and receive the report. If you order the appraisal directly for personal, legal, or tax purposes, you are the client.

Ready to order your appraisal?

Start Intake Form