Financial Planning
& Trusts Appraisal
Clients often rely on financial and estate planners to give sound, informed advice. Blue Bird Appraisals has been working closely with a number of Financial & Estate Planners over many years to ensure they have all the necessary information to create the most efficient strategies for their clients.
Because they are the largest assets of the client, real estate is often central to the plan. We can provide appraisals for one property or multiple for a portfolio. We have provided appraisals to Estate Planners in the Charlotte Region for many trusts, estate planning, tax planning, asset updates, and other purposes.
Blue Bird Appraisals has been a leading provider of appraisals for financial and estate planners in the Charlotte. We are acutely aware of how important it is to accurately value these types of properties. We are also sensitive to the privacy and needs of those who live in these homes and ensure complete discretion.
Seniors should also ensure that they have a plan for their affairs and estate when they retire. This includes knowing the worth of your property. We will explain everything upfront and answer all your questions after the report is completed.
Estate Planners throughout the greater Charlotte region have come to rely on our appraisal services to create the foundations of a sound financial plan for their clients and we welcome the opportunity of working with you as well.
Give us a call today with any questions you might have.