- Date-of-death valuations and retrospective effective dates
- Probate documentation and executor reporting
- Estate equalization and distribution support
- Lawyer / accountant reliance where defensibility is required
Service Area – Greater Toronto & Hamilton Area
Timing may vary depending on scope, access, and complexity.
When an estate valuation will be relied on by a lawyer, accountant, executor, or beneficiaries, the report must be clear on effective date, scope, and market support.
- ✔Estate settlement and probate documentation.
- ✔Executor reporting and estate equalization.
- ✔Retrospective valuation for a specified effective date (e.g., date of death).
- ✔Situations where defensible market support is required.
- ✔Defensible valuation prepared to professional appraisal standards.
- ✔Effective date clarity confirmed up front before proceeding.
- ✔Documented market rationale supported by relevant comparables.
- ✔Clear communication on scope, access, and timing.
“Clear, well-supported, and professionally written. Exactly what our estate lawyer required.”
“They confirmed the effective date up front and delivered a thorough, defensible report for our family estate.”
“Professional communication and strong market support. The report held up during review.”
“We needed a retrospective value for probate. Everything was handled efficiently and with clarity.”
“The documentation was thorough and easy to provide to our accountant. Highly professional service.”
“Accurate, responsive, and prepared to a very high standard. Gave our family confidence moving forward.”
- ✔Defensible reporting prepared to professional standards.
- ✔Effective date confirmed up front to avoid downstream issues.
- ✔GTHA coverage across the Greater Toronto & Hamilton Area.
Past President & current Board Member, Appraisal Institute of Canada
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Prefer a call? 905-901-4926
Email: info@bonafidevalue.com
BONA FIDE APPRAISALS INC. | Where Accuracy Meets Integrity
106-482 South Service Road East Suite #124, Oakville, ON L6J 2X6
905-901-4926 | info@bonafidevalue.com | bonafidevalue.com
