Understand a key asset
Receive a professional opinion of value developed for your specific property, effective date, and intended purpose.
When a home or investment property is part of a trust, gift, or long-term financial plan, a well-supported value opinion helps you and your advisers make decisions with greater clarity.
A home can represent years of savings, family memories, and future opportunities. But when you are transferring property, administering a trust, making a gift, or documenting assets for financial planning, yesterday’s purchase price and automated online estimates may not answer the question you actually need answered.
Receive a professional opinion of value developed for your specific property, effective date, and intended purpose.
Provide trustees and advisers with documented real estate analysis rather than relying solely on assumptions or automated estimates.
Help frame conversations about gifts, transfers, ownership planning, distributions, and asset reviews with a clear valuation starting point.
It is a real estate appraisal prepared for a clearly identified planning or administration purpose. Depending on the assignment, the opinion may address current market value or a value as of an earlier date.
Our analysis considers the property’s physical characteristics, condition, location, applicable market evidence, and other factors relevant to the value conclusion. The report identifies the effective date, scope of work, and intended use and users.
Important: An appraiser determines real estate value. Attorneys, accountants, trustees, and financial advisers determine how that value should be used in trust documents, tax filings, legal decisions, and financial plans.
A trustee may need a supportable value opinion for inventory, accounting, decision-making, or distribution discussions. The trust instrument, applicable law, and professional guidance determine what valuation is required.
If you plan to gift a home, land, or another real estate interest, fair market value may be relevant to gift tax documentation. Consult your tax adviser about any filing obligations and whether the appraisal must meet particular qualified-appraisal requirements.
Real estate often represents a substantial share of family wealth. A documented value can inform discussions about asset allocation, succession strategies, or future transfers, without dictating the legal or tax strategy.
Some trust or estate matters need retrospective valuation. We can evaluate whether sufficient historical data is available to develop a credible opinion as of the requested effective date.
You and your advisers need a report that addresses the assignment—not simply an attractive number. TVA focuses on property-specific research, professional independence, and clear communication.
Our work focuses on the St. Louis and Kansas City markets, with attention to relevant comparable sales and property characteristics.
The value conclusion follows the evidence and the agreed scope of work. It is not determined by the outcome a party would prefer.
We discuss the property, effective date, intended users, reporting needs, and relevant adviser requirements before accepting the assignment.
Residential appraisal services are led by Missouri Certified Residential Appraiser Thevenot P. Jacques. Commercial and other assignments are considered based on the appropriate appraiser credentials, property type, location, and scope.
Submit the property address, planning purpose, requested effective date, and any instructions from your attorney, CPA, or trustee. We review the scope and provide a quote.
We complete the inspection or research appropriate to the agreed assignment and analyze relevant sales, property data, and market conditions.
We deliver the completed appraisal report to the identified client and authorized intended users according to the engagement terms.
Understand the important differences before you order.
Not always. Simply transferring a home into a living trust does not automatically require a new appraisal. The need depends on the transaction, trust terms, lender or adviser requirements, and applicable law. Ask your attorney or tax adviser what documentation is appropriate.
A trustee may need a documented value for trust accounting, administration, asset review, proposed distribution, sale planning, or questions among beneficiaries. The trust terms and adviser guidance determine which valuation date and report are relevant.
Yes, subject to assignment acceptance. If the appraisal will support a gift tax return, discuss the applicable documentation and qualified-appraisal rules with your tax adviser before placing the order.
Market value addresses the value of the real estate under the stated definition and assignment conditions. Equity generally considers debt or liens against that value. An appraisal is not, by itself, a complete financial statement or net-worth calculation.
Potentially. Retrospective assignments assess value as of a specified historical effective date, using evidence relevant to that point in time. Feasibility depends on the property, available information, and agreed scope.
An automated estimate may provide general context, but it is not the same as a property-specific appraisal developed for your intended use. Your attorney or CPA can advise whether a formal appraisal is necessary.
Yes, when the engagement identifies the appropriate client, intended users, and authorized recipients. Appraisal confidentiality rules mean we cannot automatically share a report with anyone who requests it.
Fees vary with location, property type, complexity, effective date, access, and reporting requirements. Provide the address and intended purpose through our order form and we can review the assignment and quote a fee.
No. An appraisal provides a value opinion, not an assurance of tax treatment, filing compliance, or acceptance by an agency or court. The IRS and other authorities apply their own rules. Work with your tax and legal advisers regarding required qualifications, timing, and documentation.
Educational information only; not legal, tax, investment, or financial advice. TVA does not draft trusts or determine gifting strategies, tax basis, exemption eligibility, or the distribution of trust assets.
Whether you're coordinating with an attorney, CPA, trustee, or financial planner, start with a property-specific appraisal request and a clearly defined purpose.
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