Checklists & Downloads
Estate Appraisal Preparation Checklist
What executors and estate professionals can gather before ordering a date-of-death appraisal.
Estate Appraisal Preparation Checklist
Key Dates & Context
- Decedent's date of death
- Purpose of the appraisal (basis, distribution, tax filing)
- Names of heirs, beneficiaries, or trustees who may be intended users
Historical Records
- Prior county tax assessments
- Any previous appraisals or real estate listings
- Documentation of the property's condition around the date of death
Provided for general educational purposes and organizational convenience — not legal, tax, or lending advice, and not a guarantee of any appraisal outcome.