Trusts & Financial Planning Appraisals in Washington DC, Virginia & Maryland — Certified, Compliant & Reliable

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Trusted Appraisals for Fiduciaries, Attorneys & Advisors

When managing a trust or developing a long-term financial plan, accurate real estate valuation is essential.
At Washington Appraisal, we provide certified, USPAP- and IRS-compliant appraisals to assist fiduciaries, attorneys, accountants, and families with trust creation, gifting, and estate planning.

Led by Frank John (Certified Residential Appraiser) and Bobby Awosika (Certified General Appraiser), our reports are trusted throughout Washington DC, Virginia, and Maryland for their precision, compliance, and professional presentation.

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Purpose of Trust & Financial Planning Appraisals

Appraisals for trusts and financial planning serve as an official record of market value to support legal, tax, and fiduciary decisions.
These valuations help ensure transparency, compliance, and fairness across all beneficiaries and advisors.

Common uses include:

  • Establishing fair market value for assets placed in trust
  • Gifting property to family members while meeting IRS reporting rules
  • Supporting wealth management and retirement planning
  • Valuing real estate held by family trusts, charitable foundations, or corporations

Assisting attorneys, accountants, and fiduciaries with accurate documentation for estate planning or asset reallocation

Our Trust & Financial Planning Appraisal Process

Consultation & Scope Definition

We identify the purpose (trust setup, gift tax, financial planning) and confirm the effective valuation date.

Inspection or Data Review

Depending on the assignment, we perform a physical inspection or retrospective market analysis to reflect the correct valuation date.

Comparable Market Research

We analyze recent comparable sales, cost data, and market trends specific to the property’s type and location.

Certified Report Delivery

You receive a USPAP- and IRS-compliant appraisal report, ready for submission to your attorney, CPA, or financial institution.

Follow-Up Support

We remain available to clarify report details or coordinate with your professional advisors if needed.

Why Fiduciaries and Advisors Choose Washington Appraisal

Compliant & Accurate

Fully adheres to USPAP, IRS Publication 561, and fiduciary documentation standards.

Trusted by Professionals

Attorneys, accountants, and wealth managers across the DC Metro region rely on our certified reports.

Led by Experts

Frank John – Certified Residential Appraiser with expertise in trusts, estates, and IRS submission requirements. Bobby Awosika – Certified General Appraiser with commercial and multi-asset trust experience.

Fast & Reliable Turnaround

Most appraisals completed within 1–3 business days, with transparent timelines.

Confidential Service

All assignments handled discreetly to protect fiduciary and client privacy.

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When to Update Trust or Planning Appraisals

Real estate values fluctuate with market trends. For accurate financial planning, appraisals should be updated:

  • Every 3–5 years for long-term trust assets
  • Whenever significant renovations or sales occur
  • Prior to major gifting or estate revisions

Following market shifts that materially change property value

Who We Serve

Coverage Area

We serve clients across:
Washington DC, Northern Virginia (Fairfax, Arlington, Loudoun, Prince William, Alexandria, Falls Church), and Maryland (Montgomery, Prince George’s, Howard, Anne Arundel, Frederick, Charles).

Ready to Schedule a Trust or Financial Planning Appraisal?

Contact our team to secure a certified, court-ready valuation in DC, Virginia, or Maryland.

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