Estate Planning Appraisals in Arlington, VA
Square Feet Appraisals supports attorneys, advisors, and families with credible property valuations for trusts, gifting strategies, and long-term financial planning across Arlington and Northern Virginia. A well-documented appraisal clarifies net worth, informs tax planning, and reduces future disputes.
Estate Planning Appraisals in Arlington, VA
Use Cases
Estate planning appraisals serve a wide range of purposes beyond probate or date-of-death valuations.
They provide a documented, defensible opinion of value that supports:
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Trust funding or distribution — allocating assets equitably among beneficiaries.
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Charitable gifting — substantiating the fair market value of donated real property for IRS Form 8283 and other compliance needs.
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Family Limited Partnerships (FLPs) — determining fractional interests and partnership valuations.
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Wealth transfer modeling — projecting tax and inheritance outcomes based on accurate real estate values.
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Insurance or risk planning — establishing replacement cost and ensuring appropriate coverage levels.
Each of these situations benefits from a certified appraiser’s independent, third-party valuation that meets IRS and USPAP standards.
What We Deliver
Our reports are USPAP-compliant and tailored to your specific planning purpose. Every appraisal includes:
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A clearly defined scope of work aligned with your estate or trust requirements.
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Effective dates that match the relevant tax or legal event (e.g., date of death, date of gift, or date of transfer).
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Comparable sales and market trend analysis using local Arlington-area data and verified MLS sources.
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Reconciled opinions of value presented in a transparent, defensible format suitable for attorneys, accountants, and fiduciaries.
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Support for single properties or entire portfolios, including residential, investment, and mixed-use assets.
Each report is prepared with the same diligence required for federal and state compliance — ensuring accuracy, consistency, and peace of mind for all parties involved.
Service Area
Arlington, Alexandria, Falls Church, McLean, Vienna, Fairfax County, Annandale, Springfield, Reston, and Herndon.
Helpful Resources
Frequently Asked Questions
What is the difference between estate planning and estate settlement appraisals?
Estate planning appraisals are forward-looking to inform strategies. Estate settlement appraisals support probate, tax filings, or equitable division after death and often require a retrospective date.
Can multiple properties be appraised in a single engagement?
Yes. We regularly appraise portfolios and coordinate consistent methodology and timing to keep planning efficient.
Do you work directly with attorneys and financial advisors?
Yes. We can align scope and effective dates with gifting, trust, or tax timelines and provide updates as plans evolve.
How often should valuations be refreshed?
Major market shifts or significant property changes often justify an update. Many planners refresh every one to three years.