Financial Planning & Trusts
Would you agree that financial plans are best when they’re developed using reliable information
Attorneys and Financial planners trust Valuation Technology to provide the highest quality appraisal and valuation solutions available
Make Informed Real Estate Decisions
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Attorneys, Financial and Estate Planners are trusted to provide sound, well-informed advice to their clients. And in turn, Attorneys, Financial and Estate Planners have entrusted Valuation Technology to give them crucial information that factors into their plans. Over the years, Valuation Technology has worked closely with many Financial and Estate Planners to ensure they have the information needed to develop the best and most effective strategies for their clients.
Real estate holdings are often at the center of the plan as they’re usually the client’s largest assets. Because we’ve worked closely with planners, we understand the processes you go through and can accommodate you whether you need an appraisal for a single property or multiple appraisals for an entire portfolio. We’ve provided appraisals throughout San Diego County to serve Estate Planners’ needs, including trusts, estate purposes, tax planning, asset update purposes, and more.
Estate Appraisal Report Recommendations
We are uniquely positioned to provide services and valuation alternatives which can be tailored to meet your client’s and your business specific needs. We utilize a proprietary valuation platform and our market specialization to provide accurate, well-developed appraisals available in a variety report formats tailored to complement the needs of financial planners.
You can monitor the values of a single property or an entire portfolio on a predetermined cycle allowing you to stay abreast of changing circumstances.
Our lower cost, quick turnaround, appraisal option. Our technology-assisted process is leveraged to derive a property’s value without inconveniencing the occupants.
Our technology-assisted valuation process is utilized to produce a professionally developed appraisal which is more detailed than traditional form appraisals.
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