Expert appraisal for inheritance and allocation of assets

The expert valuation of real estate in an inheritance serves to distribute the assets among the heirs with technical criteria, to allocate assets in a balanced manner or to support decisions in a judicial division procedure. The report describes the property, applies a reasoned methodology and offers a value as of a specific date. Legal questions relating to acceptance, collation or legitimacy correspond to the lawyer or notary.

Common situations

Extrajudicial distribution between heirs

When the heirs agree to distribute the estate without going to trial, the expert appraisal offers a technical reference on which to negotiate the allocation of real estate or compensation between parties.

Judicial division of hereditary assets

In judicial proceedings for the division of assets, the expert report is provided as evidence and can be completed with a subsequent intervention if the court requires it.

Acceptance of inheritance for the benefit of inventory

In this case, the valuation of the goods is part of the inventory and may require technical reports to support it.

Scope of the report

• Description of the property and registry and cadastral verifications.
• Reference date adapted to the case (death, distribution, agreement).
• Applied and justified methodology.
• Reasoned value of the property.
• Graphic documentation: photographs and plans if applicable.

Value reference date

The date of the value may coincide with the death of the deceased, with the date of the agreement between heirs or with the date of the report, depending on usage. This issue is agreed upon at the beginning of the assignment and is usually confirmed with the lawyer or notary.

Useful documentation

• Death certificate and last wills when available.
• Deed of property ownership.
• Updated simple registry note.
• Cadastral data.
• Will or partition notebook if it exists.

What this report does not cover

• It does not replace the advice of a lawyer or notary in succession matters.
• It does not decide distribution, legitimate or hereditary quotas.
• It is not a bank mortgage appraisal.

If your case combines several properties, businesses or valuable personal property, it is advisable to indicate this from the first contact to limit the scope of the assignment.

Next steps

• Please refer to the general process.
• Prepare the necessary documentation (help center).
• discuss your case from the help form or the contact page.