Estates Valuation
Certified General Appraiser
 Request the sheet

The ask

One name on your desk.

Not a referral fee, not a co-marketing arrangement. Just the name you give a client who has inherited a house and does not know who to call.

Request the sheet

Be The One Who Already Has The Name

For certified public accountants, enrolled agents and estate counsel

You do not order the appraisal — the heir does. What you need is a licensed appraiser you can name without hesitating when a client asks who to call. That is the whole job we are asking for.

1994
Certified General

Federal and California licensing. Any property, any value, any complexity.

40 yrs
Practising

Appraising California real estate since June of 1986, without interruption.

Flat
Fee structure

Quoted in writing after research on the address. Paid by the estate, not by you.

Nil
Follow-up

One sheet, one contact card. No newsletter and no sequence afterwards.

Your Client Is Handled From The First Call

They are grieving and they do not know what an appraisal is, why they need one, or what it should cost. We explain it once, quote a flat fee, and stay out of your way.

Nothing comes back to your office unless you ask to be copied on the report.

“Here is the name of someone to contact. Here is their website.”
That sentence is the entire handoff.

What Your Client Receives

A retrospective appraisal written to the date of death, supporting the cost basis you will carry on the return.

Effective date
The date of death, using sales data available as of that date.
Property types
Residential. Multiple parcels in one estate can be quoted together.
Support
Comparable sales, the adjustments applied, and the reasoning behind the conclusion.
Delivery
A signed PDF to the client, and copied to your office on request.
Fee
Flat, quoted in writing after research on the address. Paid by the estate.
Coverage
Rancho Santa Fe, Del Mar, La Jolla and the whole of San Diego County.

The appraiser

Lance J. Theriault

Appraising real estate since June 1986. Certified General Appraiser, State of California, since 1994 — a federal and state license covering all real estate appraisals regardless of price or complexity. Active California real estate broker.

  • Certified General Appraiser, California — active
  • California Real Estate Broker — active
  • B.S. Finance, San Diego State University, 1991
  • Appraising continuously since June 1986
Two minutes No follow-up One page

The referral sheet

One Page For Your Desk

What a date-of-death appraisal is, what it costs, and how the heir starts it. Forward it or print it. We send it and then leave you alone until you need us.

  • No referral fee arrangement — none is offered or expected
  • Your client engages us directly; the estate pays the fee
  • Copied to your office on request, never without it