Financial Planning Appraisals in Central Maryland

Real estate is often a large part of a family's net worth. When you are planning an estate, setting up a trust, gifting property, or buying out a family member, you need a value you can rely on. Lamb Realty Services, LLC provides independent appraisals for financial planning across Frederick, Washington, Carroll, Montgomery, and Howard counties.

Why an Impartial Appraisal Matters

An online estimate is not an appraisal. A financial planning appraisal is a formal, written opinion of value prepared under USPAP that you can share with your attorney, accountant, or financial advisor. We never promise a value.

What Our Financial Planning Appraisals Cover

  • Estate planning and documenting the value of real estate you own
  • Gifting property to family members
  • Trusts, including property transferred into or held by a trust
  • Net-worth statements that call for a supported real estate value
  • Family buyouts, when one relative buys another's share of a home or land

Working With Your Advisors

Tell us the intended use, effective date, and who will rely on the report, such as your attorney or accountant, and we will scope the assignment to fit. If questions come up after delivery, we can explain how we reached our conclusion.

Our Process

  1. Confirm the purpose, effective date, and who will rely on the report.
  2. Schedule an inspection of the property.
  3. Research comparable sales and market conditions.
  4. Deliver a written report, usually within 5 business days of the inspection.

Frequently Asked Questions

Can my accountant or attorney use the report? Yes. Let us know who will rely on the report so we can name them as intended users.

Can one appraisal work for a family buyout? Yes. Many families agree on one neutral appraiser so everyone works from the same value.

Will the value favor the person who ordered it? No. Our appraisals are impartial and USPAP-compliant, no matter who orders them.

Schedule a Financial Planning Appraisal

Call 240-731-7900 or email scott@lambrealtyservicesMD.com for a confidential quote.