Financial Planning and Trust Appraisal Service

(260) 264 - 7746

The proper planning of finances and trusts are very important to ensure that your assets are safe and secure. The money that you or your family has worked hard for did not simply multiply overnight, and you deserve the right to be confident that your properties will not go into the wrong hands when untimely and unavoidable events happen.

Financial problems are bound to occur in the future, which is why people who are near retirement or are already retired seeks to protect what they will leave to their loved ones. This is where our team can help you.

We have a wide range of clients who asks for our help to secure their assets. Many of them are people who want to know how much they have in order to let their lawyers divide it equally for their children and grandchildren to inherit when the time comes. We also have business owners who want to secure their property.

Whether you are a retiree, a business owner, or someone who needs to have a plan or trust appraised, you will need to get a professional appraiser to do the valuation for you.

When will you need to contact a financial planning and trust appraiser?

  • If you own a business and want to protect it

Business owners often have to get their businesses appraised as recommended by their attorneys and other financial advisors. The most common reasons why big time and even small-time owners need appraisal services is by getting insurance and to protect the enterprise from other unfavorable events.








  • If you are a testator

In financial planning and trust, the testator or trustor is the individual who will make the will or the one who wants to leave their assets and legacy behind to their family or loved ones. They are the individuals who will plan and decide how their estates will be divided among their beneficiaries when they are gone.


There are way too many cases of families arguing because of an unclear will and you would not want this to happen to the people who mean a lot to you.


If you are the testator, you should know how much you truly have to be able to divide it to your beneficiaries. You cannot give out properties and assets you do not have. Because of this, it is important to get an appraiser that will tell you the value of your assets. 



  • If you are a beneficiary

If you are the beneficiary of a trust, chances are you are the wife, spouse, children, close family, or friend of the deceased trustee. Beneficiaries will need appraisals mainly because the value of the assets they inherited would most likely change due to time.


Depending on where you live, appraisals may be required by your state before you can get your inheritance. This is to determine whether you will need to pay less or more tax or if you need to pay an estate tax in the event that the estate exceeds the limit set by the federal state.



  • If you are an executor

If you are the executor of the trust, you will absolutely have to make sure that your trustor has their properties and assets appraised. You should advise your trustor to have their assets appraised every couple of years to update the value of their finances that will change due to inflation rates. 


As the executor of the trust, it is your duty to know how much the total estate is worth and that it is properly divided according to the trustor’s preference. In the event that the trustor is deceased, you will be able to distribute the inheritance legally.

Contact Us

If you need help with appraisals, whether for divorce, real estate, pre-listing, and other areas, you can contact us on this number.


We are happy to hear from you.  Contact us for any of your appraisal needs.  From residential to commercial, divorce to estate tax and trust, we do it all.

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  • Residential
  • Commercial
  • Land
  • Divorce
  • Pre-listing
  • Estate tax
  • Trust
Contact Info

Fort Wayne, IN 46803


(260) 264-7746