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Estate services
Click on the type of estate services from the table below to learn about the general description for the nature of the services. Click the type of practitioner from the list on the right to find your local provider.
| Appraisal services | Valuation services |
| Conservators and Guardianships |
Concluding the final affairs of a deceased may require the services of professionals to evaluate estate assets or assist in the disposition of property.
In addition, it may be required to arrange for a conservator or guardian to be responsible for handling certain situations.
Appraisal services are often required to determine values for asset distribution, estate tax valuations and similar circumstances.
Conservators and guardianships are useful to allow an independent party to take responsibility for protection of assets to avoid imprudent or improper disposition of assets.
Valuation services Estate and gift tax valuations may have numerous complexities, yet must comply with strict valuation procedures and theories as outlined by the Internal Revenue Service, especially when filing estate and gift tax returns.
