Utah Estate and Trust Appraisals for Families and Fiduciaries

Estate & Trust Appraisals in Utah

When it comes to settling an estate or managing a trust, having a reliable and experienced residential appraiser is critical. At Minson Appraisal Group, we specialize in estate and trust appraisals across Utah, providing fair, defensible, and well-documented valuations to support families, attorneys, and financial professionals in times of transition.

Why Choose Minson Appraisal Group

Our team is USPAP-compliant and experienced in handling sensitive valuation work for estates and trusts. We understand that these assignments often involve legal or tax-related records, professional deadlines, and emotionally delicate circumstances. Whether you're navigating probate or dissolving a family trust, our appraisals are thorough, impartial, and delivered on time.

Types of Estate & Trust Appraisals We Offer

• Estate Appraisals (Date of Death Valuations)  Required for IRS and state tax filings, these appraisals reflect the value of a property as of a specific historical date. If you’d like a deeper explanation of how this works, including why the effective date matters and how values are developed, read our guide on date of death appraisals. We’re meticulous in documenting comparable sales and market conditions from the time of death to ensure your report stands up to scrutiny.
• Trust Appraisals Used when transferring property in or out of a trust or for trust accounting. These appraisals support proper fiduciary decision-making and compliance with tax and estate laws.
• Estate Planning Appraisals Proactive valuations to assist in dividing assets equitably or planning for future inheritance distributions.
• Step-Up in Basis Appraisals Often used to reset a property’s value to current market levels for tax purposes after inheritance.

Our Process

We begin with a brief consultation to understand the nature of the assignment and the documentation needed. Our certified appraisers inspect the property (interior and exterior), collect relevant market data, and develop a detailed report aligned with industry standards. When a historical effective date is required, our analysis follows established retrospective appraisal methods to accurately reflect past market conditions. We also work directly with attorneys or financial professionals as needed.

Common Questions

Do I need an estate appraisal if I’m not selling the home?

Yes. An estate appraisal may be requested for probate, administration, tax-related records, distribution, or another property decision even when the home is not being sold right away. Attorneys and tax professionals determine the filing requirements.

What’s the difference between an estate appraisal and a trust appraisal?

Estate appraisals are typically for probate or tax reporting. Trust appraisals may support accounting, distribution, administration, or restructuring decisions. The trustee and professional advisors determine the required use and reporting instructions.

Get Started Today

If you need an accurate, professional estate or trust appraisal, Minson Appraisal Group is here to help. We serve Salt Lake, Utah, Davis, Weber, Summit, Tooele, and Wasatch counties with precision and care.  Contact us today to get started.

I have used Minson Appraisal Group for my own home and for my grandma's house when she passed away.  They were extremely responsive and professional.  I would highly recommend using Minson Appraisal Group.