When an estate includes a home, an executor or professional adviser may need a reasoned opinion of its value at the date of death. We agree the instruction, relevant date and report recipients before carrying out the valuation.
Tell us whether you are an executor, a solicitor acting for the estate or another representative. We confirm who is instructing us, who may rely on the report and what the valuation is needed for. The estate name identifies the subject of the instruction; it does not replace the contracting client’s details.
A probate valuation normally addresses the value at the date of death, which can be different from the date we inspect. Evidence of the property’s condition at that earlier date matters. Photographs, alteration records and information from someone familiar with the home can help us understand changes since then.
The agreed report explains the property, valuation purpose and date, relevant assumptions and the evidence supporting our opinion. A marketing appraisal is prepared for a different purpose and is not automatically equivalent to an independent valuation instructed for the estate. We do not guarantee a particular tax authority response.
Send the address, property type, date of death if known and any deadline. We then confirm access, the extent of the inspection, available evidence, fee and reporting programme. Let us know about multiple properties, restricted access or a solicitor’s reporting requirements at the quotation stage.
We consider residential instructions across Stockport, South Manchester, selected Cheshire locations and the High Peak. Acceptance depends on the address, property and knowledge needed for the valuation. Please ask about a location rather than assuming that every property can be covered.
Usually we can start with the address, property type, relevant date, contact details and intended use. We will identify the supporting information needed before the valuation; do not send sensitive estate papers through a general enquiry simply to obtain a fee.
Yes. Identify the executor or estate representative and the solicitor’s contact details. We agree the client, report recipients and instruction arrangements before issuing terms.
Tell us what changed and when. We assess what evidence is available about its condition at the relevant date and explain any resulting assumptions or limitations.
Send the property address, the report you need and any deadline. We will confirm the scope, fee and availability before you instruct us.
Request a quote