Date of Death Appraisal

Get a date of death appraisal of personal property, artwork, machinery & equipment, cars, boats, and business interests - done by a team of independent experts.

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Date of Death Appraisal
USPAP-CompliantOnsite or OnlineIRS Qualified

DEFENSIBLE, USPAP-COMPLIANT APPRAISAL REPORTS — QUALIFIED FOR THE IRS, INSURANCE AGENCIES, LENDERS, AND MORE.

  • IRS
  • Chase
  • State Farm
  • Bank of America
  • Habitat for Humanity
  • United States Courts
  • Wells Fargo
  • Allstate
  • Goodwill Industries

Credentials behind every AppraiseItNow report

Between them, our appraisers hold ISA, CAGA, ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, insurance agencies, lenders, and more.

Joe Kattan

Joe Kattan

Owner & CEO

Joe founded AppraiseItNow to make a certified, USPAP-compliant appraisal as simple to order as anything else online. A former Bain & Company strategy consultant, Joe leads the entire team and specializes in strategy, growth, and the firm's tech capabilities.

Anne Hay

Anne Hay

Personal Property Appraiser

ISA Accredited Member with 30 years in the trade, from running estate sales and an auction gallery to appraising luxury apparel, furniture, artwork, antiques, and business assets, primarily for IRS tax filings.

Jason Dolph

Jason Dolph

Machinery & Equipment Appraiser

Third-generation auctioneer and CAGA Certified Appraiser with more than 20 years valuing machinery, equipment, vehicles, business assets, and estates for banks, attorneys, and trustees across the Carolinas.

Ashley Innes

Ashley Innes

Personal Property Appraiser

ISA Accredited Member specializing in Asian art, with a Master's from SOAS and a Postgraduate Diploma in Asian Art. Ashley chairs the ISA's Antiques, Furnishings, and Decorative Arts committee and appraises for charitable donation, insurance, and equitable distribution.

Justin Ramirez

Justin Ramirez

Business Valuation Expert & Appraiser

ASA, ABV, and CFA charterholder. Since 2016 Justin has valued businesses for estate and gift tax, purchase price allocations, fairness opinions, lending, and buy-sell agreements, across manufacturing, services, retail, and pre-revenue biotech.

Marnie Erkelens

Marnie Erkelens

Vehicle Appraiser

CAGA Certified Appraiser since 2014, covering vehicles, boats, equipment, fine art, and collectibles. A classic-car restoration background informs her vehicle work, with reports prepared for insurance, divorce, and charitable contributions.

Raymond Ghelardi

Raymond Ghelardi

Business Valuation Expert & Appraiser

Accredited Senior Appraiser with the American Society of Appraisers. Raymond values capital stock, business enterprises, stock options, and intangible assets.

Aron Blue

Aron Blue

Client Success Manager

Manages each engagement from the first enquiry to the delivered report, and keeps you posted at every step along the way.

  • USPAPWritten to the Uniform Standards of Professional Appraisal Practice
  • International Society of AppraisersAccredited Member
  • Certified Appraisers Guild of AmericaCertified Appraiser
  • American Society of AppraisersAccredited Senior Appraiser
  • AICPAAccredited in Business Valuation
  • CFA InstituteChartered Financial Analyst
  • The Appraisal FoundationAuthorized by Congress as the source of appraisal standards

About AppraiseItNow's Date of Death Appraisal Services

We provide USPAP-compliant date of death appraisals for personal property, business assets, and ownership interests. These valuations establish Fair Market Value as of the decedent’s date of passing and are commonly relied upon for estate tax reporting, probate, trust administration, and beneficiary distributions.

Many assignments can be completed efficiently using photographs, inventories, and documentation, allowing executors and advisors to proceed without unnecessary delays. When circumstances warrant, onsite inspections can also be arranged.

Our process is built for accuracy, defensibility, and coordination with the professionals guiding the estate.

Personal Property & Collections

We appraise individual items and full household contents frequently encountered in estates, including:

  • Fine art, decorative art, and collectibles
  • Jewelry, watches, and gemstones
  • Antiques and period furnishings
  • General household contents and personal effects
  • Memorabilia and specialty collections

Values reflect the market conditions that existed on the effective date of death, not current prices.

Business Valuations

When the decedent owned an interest in a private company, partnership, or investment vehicle, a formal valuation is typically required.

We value:

  • Operating businesses
  • Family and closely held companies
  • Real estate holding entities
  • LLC and partnership interests
  • Minority or non-controlling positions

These reports are often central to estate tax filings and may involve analysis of control rights, transfer restrictions, and marketability considerations.

Machinery & Equipment

For estates involving operating companies or specialized assets, our appraisers provide retrospective valuations across a wide range of industries, such as:

  • Industrial and manufacturing equipment
  • Construction and heavy equipment
  • Medical and laboratory equipment
  • Restaurant and hospitality assets
  • Warehouse and material handling equipment

Vehicles, Boats & Transportation Assets

We appraise transportation property including:

  • Passenger vehicles and specialty automobiles
  • Commercial trucks and fleet assets
  • Recreational vehicles and trailers
  • Boats, yachts, and marine equipment

Research reflects comparable sales and market evidence available at the historical valuation date. Where marine survey requirements apply, those must be completed onsite.

Business Assets & Inventory

We also value business-owned tangible property within estates, including:

  • Inventory and stock
  • Furniture, fixtures, and equipment (FF&E)
  • Office and trade equipment
  • Multi-location or portfolio assets

These analyses are often coordinated with broader business interest valuations.

Assets That May Require Onsite Review

While many date-of-death assignments can be performed from documentation, inspection may be necessary when condition, authenticity, or record completeness is uncertain.

If an onsite visit is appropriate, we will advise you before engagement.

Built for Fiduciary & IRS Reliance

Our reports are prepared by credentialed appraisers in accordance with USPAP and are structured to support:

  • Estate tax filings
  • Probate proceedings
  • Trust accounting
  • Beneficiary distributions
  • Advisor, auditor, or IRS review

Because valuations may be examined years later, documentation quality and methodological support are essential.

Date of Death appraisals for estates and their trusted advisors

Servicing trusted financial advisors

AppraiseItNow serves major businesses and commercial clients, including:

  • CPAs
  • Estate Attorneys
  • Finanacial Advisors
  • Registered Investment Advisors

Servicing Individuals & Households

AppraiseItNow also serves individual consumers with projects large and small. These clients often include:

  • High Net Worth Individuals (HNWIs)
  • Families going through probate, estate tax, or settlement
  • Estate executors or personal representatives

See our client testimonials →

Date of Death Appraisal – Frequently Asked Questions

What types of assets can be valued?

We perform date of death appraisals for a wide range of personal and business property, including:

  • Antiques and furniture
  • Household contents and personal effects
  • Fine art and collectibles
  • Jewelry, watches, and precious metals
  • Vehicles, boats, and RVs
  • Machinery and equipment
  • Inventory and business property
  • Ownership interests in private companies

If you are unsure whether your asset qualifies, we can confirm during scoping.

Why is the date of death important?

The valuation must reflect market conditions that existed on that specific historical date. Later price changes, market swings, or subsequent sales generally do not determine the value for estate reporting purposes.

What if the asset has already been sold?

Appraisals can still be completed. We use the historical market environment, condition at the time of death, and available documentation to reconstruct value as of the required date.

What information will I need to provide?

Most assignments rely on photographs, descriptions, and any available records such as purchase documents, prior appraisals, inventories, or account statements. The more detail available, the stronger the support for the conclusion.

Our team will outline requirements once scope is defined.

Do you need to inspect everything in person?

Not always. Many estates are handled efficiently through remote documentation. However, inspections may be recommended when authenticity, condition, or completeness of records is uncertain.

How long does the process take?

Most valuations are completed within several business days to a few weeks depending on asset complexity and the availability of documentation. We can discuss timing during intake.