Establishing Cost Basis & Facilitating Asset Transfers.
Real estate is often the largest component of a family trust. Whether you are funding a trust, planning for a gift tax exclusion, or calculating a “step-up in basis,” a defensible appraisal is the foundation of your strategy.
Led by Frank John and Bobby Awosika, Washington Appraisal provides certified valuations that assist fiduciaries, attorneys, and accountants with trust creation and estate planning. We help you document value at the time of transfer, ensuring your long-term wealth preservation strategy is built on accurate, market-verified numbers.
Appraisals for trusts and financial planning serve as an official record of market value to support legal, tax, and fiduciary decisions.
These valuations help ensure transparency, compliance, and fairness across all beneficiaries and advisors.
Common uses include:
Assisting attorneys, accountants, and fiduciaries with accurate documentation for estate planning or asset reallocation
We identify the purpose (trust setup, gift tax, financial planning) and confirm the effective valuation date.
Depending on the assignment, we perform a physical inspection or retrospective market analysis to reflect the correct valuation date.
We analyze recent comparable sales, cost data, and market trends specific to the property’s type and location.
You receive a USPAP- and IRS-compliant appraisal report, ready for submission to your attorney, CPA, or financial institution.
We remain available to clarify report details or coordinate with your professional advisors if needed.
Fully adheres to USPAP, IRS Publication 561, and fiduciary documentation standards.
Attorneys, accountants, and wealth managers across the DC Metro region rely on our certified reports.
Frank John – Certified Residential Appraiser with expertise in trusts, estates, and IRS submission requirements.Bobby Awosika – Certified General Appraiser with commercial and multi-asset trust experience.
Most appraisals completed within 1–3 business days, with transparent timelines.
All assignments handled discreetly to protect fiduciary and client privacy.
Real estate values fluctuate with market trends. For accurate financial planning, appraisals should be updated:
Following market shifts that materially change property value
We serve clients across:
Washington DC, Northern Virginia (Fairfax, Arlington, Loudoun, Prince William, Alexandria, Falls Church), and Maryland (Montgomery, Prince George’s, Howard, Anne Arundel, Frederick, Charles).