Financial Planning & Trust Appraisals
Financial and estate planners are relied on for sound, well-informed advice. Accurity Valuation has worked closely financial & estate planners over the years to assure they have the information needed to develop the most effective strategies for their clients.
Real estate holdings are often at the center of the plan, as they’re usually your largest assets. Whether you need an appraisal for a single property or multiple appraisals for an entire portfolio, we understand the process involved. We’ve provided appraisals for estate planners throughout the area for a variety of trusts, tax planning, asset updates, and more.
Accurity Valuation has distinguished itself as one of the area’s premier providers of appraisals for estate and financial planners, and we’re acutely aware of the detail, skill, and attention necessary to properly value these types of properties. We also assure complete discretion and sensitivity to the needs and privacy of those who live in these homes.
If you’re a senior, it’s also important that you get your affairs and estate in order as you transition into your retirement years. This includes knowing the value of each of your properties. There’s no reason to feel overwhelmed during this process, because we will fully explain the appraisal process up front. And when the report is finished, we’ll personally go over it with you to answer your questions.
Estate planners rely on our high-quality appraisal services to create sound financial plans for their clients, and we welcome the opportunity to work with you as well.