Executor Assessment Service for Navigating Estates

Navigating an Estate? Let's Identify Valuables 

If you're an executor, determining the accurate value of personal property in an estate is critical. In North Carolina, an executor has a fiduciary duty to act in the best interests of the estate and its beneficiaries by accurately inventorying and valuing assets, among other key requirements. Quite often, I am contacted by executors, attorneys, financial representatives, and families, after significant time and energy have been invested in sorting, researching, and attempting to value an estate’s contents. At some point, the day comes where one realizes it is time to contract a qualified appraiser to provide professional services. It is important to know, the process of determining Fair Market Value involves far more than a quick search on Google, eBay, or other online sources. Avoid exhaustion and the risk of oversight by contracting Look Appraisal to conduct an inspection with our Executor Assessment Service*. 

Executor Assessment Service 

For a flat rate, the appraiser will complete a convenient visual inspection of personal property to aid in identifying items of value which may require appraisal services. Think of this service as a screening tool to make sure items of greater value do not slip through the cracks, end up in a donation or trash pile, in the wrong hands, underpriced at an estate sale, ignored, and more. Whether it is a collection of fine art, various collectibles, a library of rare books, memorabilia, a treasured record collection, handcrafted furnishings, or pieces which may be of historical prominence, we offer a well trained eye on identifying property of value.

• This service is available for personal property that is readily accessible, on the premises.
• A 2-hour maximum applies to our flat rate service fee; plus, any related travel expenses for locations 20 miles and greater from our home office location in NW Raleigh will be billed separately.
• For sizable estates and collections, our hourly fee applies for inspections exceeding 2-hours, plus any related travel expenses; plus, any related travel expenses for locations 20 miles and greater from our home office location in NW Raleigh will be billed separately.
• After the initial inspection, guidance is provided in a written summary to outline whether appraisal services may or may not be recommended. The summary will note if the estate's property may be more likely to fall under the simplified process in North Carolina.
• If appraisal services are recommended, an estimate for formal appraisal services will be provided upon request.
• A 30-minute, pre-inspection phone consultation is required prior to scheduling in-person services.
• Executor Assessment Services should not be considered as legal advice or a substitute for legal services. 
• *Some personal property exclusions apply -- see exclusions page for details.
• Please note, the Executor Assessment Service is not a substitute for an appraisal.
• Individual item values and descriptions will not be provided in the written summary.