Planning a Transfer? Protect It with a Certified Appraisal.
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We provide trust, estate, and gifting appraisals throughout New Jersey, supporting long-term wealth strategies with accuracy and professionalism.
Financial Planning & Trust Appraisals in New Jersey
Certified Property Valuations for Estate Planning, Gifting & Wealth Strategy
When Good Value Matters, Don’t Guess it — Appraise It.
Real Estate Is a Key Asset — Don’t Leave Its Value to Guesswork
Whether you’re transferring property into a trust, gifting it to a family member, or managing a high-net-worth estate, accurate real estate valuation is a critical step in protecting your legacy and ensuring tax compliance.
At New Jersey Real Estate Appraisal Group (NJREAG), we specialize in certified appraisals for financial planning and trust management, providing strategic, court- and IRS-compliant property valuations across New Jersey.
Who Needs a Trust or Planning Appraisal?
These appraisals are essential for:
- Estate planners organizing family wealth or succession
- Attorneys or CPAs managing asset transfers, gifting, or tax filings
- Trustees of revocable and irrevocable trusts needing asset valuation
- Families creating multi-generational property transfer plans
- Clients submitting IRS Form 709 (gifts) or 706 (estate tax)
- Financial advisors overseeing real estate portfolios
Why These Appraisals Matter
- Establish accurate basis for gift or estate tax planning
- Avoid IRS scrutiny with defensible, USPAP-compliant reports
- Ensure fair value when transferring or distributing property
- Comply with fiduciary duties and trust requirements
- Document market value for wealth or succession strategy
Whether you're gifting property today or preparing for long-term estate planning, these appraisals create the clarity and legal standing your strategy needs.
What You’ll Get From NJREAG
Our Planning & Trust Appraisal Process
01
Intake & Strategy
Tell us your goals (gifting, trust creation, estate plan). We tailor the valuation accordingly.
02
Property Inspection
We inspect and measure the property or, for historical values, review past records and imagery.
03
Market Research
We analyze comps and adjust for condition, size, features, and market conditions.
04
Certified Report Delivery
You receive a signed appraisal ready for legal use, gifting strategy, or IRS documentation.
Why NJ Professionals Choose NJREAG
- Trusted by attorneys, CPAs, and fiduciaries across New Jersey
- Familiar with trust laws, estate planning, and IRS gift tax reporting
- Discreet, detail-oriented, and easy to work with
- Fast turnaround with flexible scheduling
- Serving all counties across New Jersey
Frequently Asked Questions – Trust & Planning Appraisals (NJ)
Do you appraise properties being transferred into a trust?
Yes — we regularly provide appraisals for homes placed into revocable or irrevocable trusts.
Can this appraisal be used for IRS gift tax filings?
Absolutely. Our reports are structured for use with IRS Form 709 (gifting) and Form 706 (estate tax).
Can you coordinate with my attorney or CPA?
Yes. We’re happy to work with your legal or tax professional to meet reporting and timing requirements.
What if the property was transferred years ago?
We offer retrospective appraisals to determine value as of a specific historical date.
How much does a planning or trust appraisal cost?
Fees typically range from $595 to $850, depending on complexity and timeline.
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