Estate Appraisal Package
IRS-compliant documentation for probate, insurance claims, or charitable donation—backed by archival expertise.
Designed for legal and financial compliance, this package meets IRS Publication 561 standards for non-cash charitable contributions and federal estate valuation. Each assessment is performed by an archivist certified in historical object documentation and includes chain-of-custody notes, provenance verification steps, and documentation of valuation methodology. We work directly with executors, trustees, and estate attorneys to ensure adherence to local and federal requirements.
The core deliverable is a formal letter of appraisal that states fair market value, defines the valuation date, and references specific comparables—including sold instruments with condition grades and sale contexts. Supporting evidence includes high-resolution documentation, factory archives references, and condition-specific depreciation rationale. This allows appraisers, auditors, and probate courts to trace the valuation logic without needing further consultation.
We also provide guidance on timing and documentation protocols, such as when to use the donation timestamp versus probate filing date, and how condition notes affect valuation tiers. The package includes digital and printed copies, signed and notarized per IRS requirements, and remains valid for the applicable IRS look-back period—typically three years for estate and six for significant discrepancies.
