A useful starting point for your client’s property questions.
Discuss the intended use, users, effective date and reporting needs with Van before the engagement. Early coordination helps establish assignment suitability, access arrangements and a realistic delivery estimate.
Family-law assignments
Discuss current or retrospective valuation needs, the party engaging the appraiser and access to the residence. Independence and a clearly defined assignment guide the analysis.
Estate and probate assignments
Identify the required date of value, available property records and any instructions from counsel or tax advisers. A historical estate valuation and a current sale appraisal may serve different purposes.
What to include in a referral
- Property address and basic property type.
- Client, intended use and intended users.
- Requested effective date and report requirements.
- Deadlines, access contact and known property changes.
Testimony, depositions, appraisal review and other litigation support require a separate scope, availability and fee discussion.