Jason Pena knows the special needs of estate executors

Settling an estate is an important and sometimes stressful job. As an executor you have been entrusted to carry out the wishes of the deceased as swiftly 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 in bereavement.

Part of Jason Pena's mission statement is to create top-notch, ethical appraisals that attorneys can depend on. Sometimes, all parties will have differing requirements of how the appraisal process should work; however, our knowledge of the estate process will, without a doubt, satisfy all parties involved. Because of our experience in working with attorneys and accountants and other agencies, we supply appraisal reports that definitely transcend all expectations.

Contact us as soon as possible to discuss your explicit estate appraisal demands and how we can put our experience to work for you.

Commonly, settling an estate requires an irrefutable appraisal report to show fair market value for the property to the satisfaction of the parties involved. It's understandable that ordering getting an appraisal is the farthest thought from your mind. Of course, you need to comfort your loved ones first. Our staff is comfortable with the systems and requirements necessary to perform a retroactive appraisal with an effective date and fair market value estimate matching the exact date of death. The ethical obligations explained within the Uniform Standards of Professional Appraisal Practice (USPAP) conforms our appraisers to confidentiality, certifying the highest degree of discretion for you.

The importance of having an appraisal when working with revenue services to prove income when filing documents is often overlooked by most people.

Opinions of value shown in documents filed with the revenue authorities definitely should be backed by an accurate report as to how the appraiser arrived at his conclusions. A report of this caliber will certainly substantiate your claim that the numbers within within the report are well-founded and accurate.

Having a professional appraisal from Jason Pena gives the executor definite facts and figures to work with in exceeding IRS and TX state agency requirements. You need not worry over anything, because we will be there to stand by our work if they are ever refuted.

One of the most essential requirements in an appraisal is an appraiser-backed opinion of value in an exhaustive explanation as to how the appraiser came to his conclusion.