Preparing for Your Appraisal

What to Have Ready Before Your Estate Appraisal

Ordering an estate appraisal doesn't require a lot of preparation. Here is exactly what is needed and what to expect at each step.

For informational purposes only. The content on this page does not constitute legal, tax, or financial advice. Every estate situation is unique. For guidance specific to your circumstances, please consult a qualified estate attorney and/or CPA.
Getting Started

Less Than You Might Expect

Most personal representatives are surprised by how little is needed to get started. The basic information required at time of order fits on a notecard. Russell will follow up if anything additional is needed for your specific assignment.

What You Need to Place Your Order

Property address: street, city, and zip code
Date of death: this becomes the effective date of value for the appraisal
Your name and contact information: email address for report delivery and any follow-up questions
Name and contact for property access: the person who can let Russell into the property for inspection

That’s everything needed to place an order. You do not need to gather documents, prior appraisals, or other records before ordering, though if you have them, they can be helpful.

Property Access

Arranging Access to the Property

After you place your order, you will be redirected to schedule your inspection. Russell will contact the access person you identified to coordinate the visit. That person does not need to be present for the entire inspection, just available to let Russell in and, if needed, answer a few basic questions about the property.

A full interior and exterior inspection typically takes one to two hours depending on the size and condition of the property.

If Access Is Complicated

Contact Russell before ordering if:

Most access situations can be accommodated with advance planning; it’s just better to discuss them before scheduling the inspection.

Helpful but Not Required

Documents That Can Be Useful

None of these are required to place an order or complete the appraisal. But if you have any of the following, letting Russell know at the time of order can be helpful:

These materials can provide useful context, but the appraisal will be completed regardless. Russell has access to the public records and archived market data needed for the analysis.

Special Situations

If the Property Has Been Altered, Sold, or Vacated

Property sold after the date of death

If the property has already been sold, a date of death appraisal can still be prepared using retrospective methodology, the same approach used for all date of death assignments. Russell uses archived market data and public records to reconstruct the value as of the effective date. Contact Russell before ordering if this is your situation.

Property significantly altered after the date of death

If major renovations or repairs have been made since the date of death, the current condition of the property may differ from its condition at the effective date. Russell will include an extraordinary assumption in the report noting the estimated condition as of the effective date. If documentation of prior condition is available (photographs, contractor records), please share it.

Vacant or secured property

If the property is vacant and utilities are off, or if it is secured in a way that limits interior access, let Russell know before scheduling. In some cases, an exterior-only scope may be appropriate.

Your Report

What the Completed Appraisal Looks Like

The completed appraisal is a formal written report delivered as a PDF to the email address you provide at checkout. The report includes:

Reports are delivered within 48–72 hours of the completed inspection. Rush delivery within 24 hours is available for an additional $100. A mailed hard copy can be ordered for an additional $25 including shipping.

Ready to Get Started?

Order your estate appraisal online in about two minutes. After payment you will be directed to schedule your inspection. Questions first? Call or email Russell directly.

Colorado Certified Residential Appraiser
Certified Probate Expert (CPE)
Colorado Licensed Real Estate Broker
25 Years of Experience
Member, Colorado Association of Real Estate Appraisers