David W. Wagner knows the special needs of estate executors

The responsibility of settling an estate, while stressful is very important. As an executor you have been entrusted to carry out the wishes of the departed as swiftly and respectfully as possible. You can count on us to act quickly and with as much understanding to the feelings of everyone left behind.

Lawyers and accountants rely on our ideals when calculating real estate values for estates, divorces, or other disputes requiring a worth being placed on real property. We realize their needs and are used to working with all parties involved. Among our staff, we are used to interacting with the courts in assembling reports that surpass their needs.

Settling an estate usually demands an appraisal to acquire fair market value for the residential property in question. It's understandable that ordering getting an appraisal is the farthest thought from your mind. So, we understand that the time an appraisal report is requested will deviate the date of death. Our professional staff is comfortable with the systems and requirements necessary to perform a retroactive appraisal with an effective date and fair market value estimate matching the date you suffered the loss of your loved one. The ethics provision stated within the Uniform Standards of Professional Appraisal Practice (USPAP) conforms our company to confidentiality, providing the strongest degree of discretion for you and your family.

Often, people do not fully understand the importance in having an intricate real estate appraisal prepared in support of the numbers shown in general documents filed with revenue authorities.

One of the most significant requirements in an appraisal report is an appraiser-supported opinion of value in a detailed reason as to how the appraiser came to his conclusion. In having a report supported by David W. Wagner's professional staff, you will have the understanding that the numbers provided in the report will definitely demonstrate to the authorities that the numbers used are accurate and substantiated.

Having a professional appraisal from David W. Wagner gives the executor undeniable facts and figures to work with in meeting IRS and CA state agency requirements. There's no need to have anything but peace of mind when getting an appraisal from David W. Wagner, because we will back it no matter what.

An accurate report showing the appraiser's opinion of value is necessary to support the methods the appraiser used to come to his conclusions.