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Estate settlement mistakes heirs make during the appraisal process can delay probate, increase costs, and create unnecessary disputes among family members. When valuations are handled incorrectly or too late, the entire estate administration timeline can be affected. In Maricopa County estate appraisals, we regularly see preventable issues that slow down progress and increase legal and tax complications. Below are the most common mistakes and how to avoid them.

❌ Estate Settlement Mistakes Heirs Make: Waiting Too Long to Order the Estate Appraisal

One of the most common estate settlement mistakes heirs make is waiting until the last minute to order the appraisal. Delays can complicate court filings, create confusion when market conditions change, and force attorneys to request extensions. Ordering early allows the appraiser to begin research immediately, even if property access is limited. Early scheduling keeps the estate moving forward and reduces unnecessary stress.

❌ Using Non‑Comparable Sales

Choosing poor comparable sales can significantly distort property value. Heirs sometimes rely on online estimates or sales that do not match location, condition, or amenities. Professional estate appraisers use properly bracketed comparable sales close to the effective date and apply market-supported adjustments. This ensures the valuation is defensible for court and tax purposes.

❌ Ignoring Property Condition & Improvements

Another estate settlement mistake heirs make is failing to document property upgrades or deferred maintenance. Renovations, additions, roof replacements, and HVAC updates can impact value. Likewise, neglected maintenance can reduce market appeal. Providing a clear list of improvements with approximate dates and permit information helps improve accuracy and avoids valuation disputes.

❌ Overlooking IRS Estate Valuation Requirements

Estate appraisals must meet strict documentation standards. Reports should clearly state the effective date, intended use, intended users, and data sources. Missing these details can result in IRS questions or rejected filings. Working with an appraiser experienced in estate reporting ensures compliance and reduces costly back-and-forth with attorneys and tax professionals.
For additional reference, you can review IRS fair market value guidelines at https://www.irs.gov.

✅ How to Keep the Process Smooth

• Avoiding estate settlement mistakes heirs make starts with organization and communication. Helpful preparation steps include:

  • Gathering the property tax bill, legal description, and any prior appraisal or refinance report
  • Listing upgrades with permit information and completion dates where available
  • Providing HOA documents and community details
  • Sharing attorney and CPA contact information for coordinated communication

  Clear documentation allows the appraisal process to move efficiently and supports accurate reporting.

🤝 Communication Makes the Difference

We provide status updates and clear delivery timelines so everyone stays aligned—executors, heirs, and counsel.

Why Estate Settlement Mistakes Cost Heirs Time and Money

Many heirs assume the appraisal is a simple formality, but valuation errors can create long-term consequences. Delayed or inaccurate reports often lead to amended filings, legal review cycles, and prolonged probate timelines. In some cases, estates must order second appraisals due to inadequate documentation.

Working with a qualified estate appraiser early in the process helps establish defensible market value, supports IRS reporting requirements, and provides reliable documentation for attorneys and courts. This proactive approach minimizes disputes and helps families complete estate administration faster and with fewer complications.

Next Steps

If you want to avoid estate settlement mistakes heirs make, working with an experienced appraisal firm is one of the most effective steps you can take.

Start here: One Appraisal Group.com
Questions? Contact
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One Appraisal Group — Paradise Valley, AZ · Serving Scottsdale, Phoenix & Maricopa County · www.oneappraisalgroup.com