For Professionals
Professional Appraisal Toolkit
Scope the right assignment the first time — pathway-specific checklists and a scoping worksheet for attorneys, lenders, estate professionals, and real estate professionals.
Scope a divorce, estate-dispute, or other legal-matter assignment with the effective date, report type, and intended users the case actually requires — before the engagement letter goes out.
Litigation-Support Assignment Scoping Checklist
Litigation-Support Assignment Scoping Checklist
0 of 5 marked "Have"
Confirm the Effective Date
Identify whether the matter needs a current-date opinion of value or a retrospective (past-date) opinion — for example, a separation date or filing date.
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Identify Every Intended User
List everyone authorized to rely on the report — opposing counsel, the court, a trustee — so the report can be scoped correctly from the start.
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Confirm Report Type
Decide whether the matter needs a full appraisal report or a more limited restricted-use report, based on who will review it and why.
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Review Engagement Letter Language
Confirm the engagement letter does not suggest a predetermined value or outcome — independence language protects the report's credibility and admissibility.
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Raise Deposition or Testimony Needs Early
If the matter may proceed to a hearing or trial, discuss availability and experience directly with your assigned appraiser before the assignment begins. This is confirmed case-by-case with the assigned appraiser — not guaranteed as a standard service.
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Set Clear Expectations
Capability Guardrail
We want assignments scoped accurately from the start — this list separates what we can confirm as a standard part of our service from what needs to be confirmed directly with your assigned appraiser.
What We Can Confirm
- Independent, USPAP-compliant residential appraisal reports
- Current-date and retrospective (past-date) effective-date appraisals
- Statewide coverage across all 159 Georgia counties
- Direct communication with the appraiser assigned to your file
- Reports formatted to support lender underwriting files and legal/hearing evidence presentation
What to Confirm Directly With Us
- FHA- or VA-specific lending appraisal panel assignments
- Bankruptcy-specific appraisal services
- Guaranteed availability for expert-witness deposition or trial testimony — discuss case-by-case with your assigned appraiser
- Any guarantee of a specific value, outcome, or case result
We do not advertise or guarantee these — ask your assigned appraiser directly during scoping.

