Epiphany Financial, LLC. understands the special needs of estate executors

Estate settlement is often stressful, but a very important job. As an executor you have been entrusted to carry out the wishes of the deceased as quickly and with as much dignity as possible. You can count on us to act quickly and with as much compassion to the feelings of everyone left behind.

We've shown that we're experts in supplying top-notch appraisals that attorneys and accountants have come to rely on. We comprehend their needs and are used to helping with all parties involved. In relation to our familiarity in dealing with the courts and various agencies, we compose appraisal reports that definitely exceed all expectations.

Contact us as soon as possible to discuss your precise estate appraisal requirements and how we can put our knowledge to work for you.

Generally, settling an estate requires an clear appraisal report to ascertain fair market value for the property to the satisfaction of the parties involved. We know that when you lose a loved one, acquiring an appraisal report is the furthest thought from your mind. Because of this, now and then there are times that the effective date of an appraisal report deviates from the time of death. Epiphany Financial, LLC. assures that we are knowledgeable about the procedures and requirements needed by the IRS and NC revenue agencies to perform a retroactive appraisal with an effective date and fair market value estimate matching the exact date of death. The ethical obligations stated within the Uniform Standards of Professional Appraisal Practice (USPAP) binds us to confidentiality, providing the highest degree of privacy for you and your family.

The importance of having an appraisal when dealing with revenue services to show income when filing documents is often unknown by most people.

One of the most essential requirements in an appraisal is an appraiser-supported opinion of value in a comprehensive reason as to how the appraiser came to his conclusion. Such a report will certainly demonstrate to the IRS that the numbers used are well-founded and correct.

Epiphany Financial, LLC. will provide an detailed report, which will give an executor clear facts and figures that will exceed IRS and revenue agency requirements. It assures peace of mind to everyone concerned because we are there to stand behind the appraisal report if it is ever refuted.

Opinions of value used in documents provided to the revenue authorities definitely should be backed by a detailed report as to how the appraiser acquired his conclusions.