Our Services

Estate Planning & Estate Settlement Appraisals

Planning for the future — or managing an estate after a loss — often involves important real estate decisions. Agrecomm Appraisal Group provides AACI-designated appraisal services to support estate planning, estate settlement, and tax-related valuation needs across Southwestern Ontario.

Estate planning appraisals are commonly completed during lifetime planning to establish current market value for properties being transferred to family members, placed into trusts, or included in succession strategies. These valuations help support informed decision-making, minimize future disputes, and assist accountants and legal advisors with proactive tax and asset planning.

Estate settlement appraisals are typically required following a death to determine fair market value as of the date of death for probate, capital gains reporting, and asset distribution. These assignments are commonly relied upon by estate trustees, lawyers, and accountants to support administration of the estate and compliance with Canada Revenue Agency (CRA) requirements.

Our estate-related appraisal services regularly support:

Estate planning and succession strategies
Probate and estate administration
Date-of-death valuations
Deemed disposition and capital gains reporting
Property transfers to beneficiaries or related parties
Estate freezes and intergenerational planning
Portfolio and multi-property estates
CRA audit and review support

Each appraisal is prepared in accordance with Canadian Uniform Standards of Professional Appraisal Practice (CUSPAP) and supported by verified market evidence, detailed analysis, and professional judgment. Reports are designed to be clear, defensible, and suitable for legal, accounting, and regulatory purposes.

We regularly work with estate trustees, legal professionals, accountants, and families to provide objective real estate valuations for residential, rural, agricultural, commercial, industrial, and income-producing properties throughout Southwestern Ontario.

Agrecomm Appraisal Group provides reliable, professional real estate valuations during sensitive family law matters, helping clients move forward with clarity and confidence.

Request an Estate Appraisal

If you require an appraisal for estate planning or estate settlement purposes, contact Agrecomm Appraisal Group to speak with an AACI-designated appraiser. We provide well-supported valuation reports for probate, tax planning, asset distribution, and estate administration.