Estate Appraisals
Professionally documented valuations for estate settlement, probate, trust administration, and estate planning — prepared by a GIA Graduate Gemologist and Certified Master Appraiser.
What Is an Estate Appraisal?
An estate appraisal documents the value of jewelry and personal property for purposes related to estate settlement, probate, trust administration, charitable donation, or estate planning. The intended use determines the appropriate value definition — estate appraisals may require fair market value, replacement value, or another standard depending on the purpose.
Whether you are the executor of an estate, an heir, an attorney, or a financial advisor, a professionally prepared appraisal provides the documentation needed to support equitable distribution, tax reporting, or the sale of estate jewelry. Each item is examined, described, and valued with the same care and precision applied to any other appraisal assignment.
With nearly 38 years of experience in the jewelry industry and more than 35 years of appraisal experience, I understand the sensitivity and complexity that estate work often involves. Every engagement is handled with discretion, accuracy, and respect for the people and property involved.
What Your Estate Appraisal Includes
Complete Item Descriptions
A thorough written description of each piece, including style, construction, metal type, design elements, and all identifying characteristics.
Gemstone & Pearl Identification and Grading
Identification and grading of all diamonds, gemstones, and pearls, including species, variety, cut, color, clarity, carat weight, and any treatments.
Metal Content & Measurements
Identification of precious metal type and purity, precise measurements, and an assessment of craftsmanship and construction quality.
Condition & Identifying Marks
A candid evaluation of each item's current condition, including wear, damage, and repair considerations, along with any hallmarks or maker's marks.
Photographs & Valuation Date
Clear photographs of each item from multiple angles and the effective date of valuation, which establishes the applicable market conditions.
Supported Opinion of Value & Signed Certification
A value conclusion supported by current market research, stated for the intended purpose, along with the appraiser's signed certification and professional qualifications.
The Appraisal Process
Schedule a Consultation
Contact Mark to arrange a convenient time to bring in the estate jewelry. Larger collections can be accommodated with advance notice.
Examination & Documentation
Each piece is carefully examined using professional gemological equipment. Measurements, weights, and quality grades are recorded with precision.
Market Research & Valuation
Values are researched using current market data, trade resources, and 38+ years of industry experience, applied to the appropriate value standard for the estate's purpose.
Receive Your Appraisal Document
You receive a professionally prepared, signed appraisal document suitable for use with attorneys, financial advisors, courts, or tax authorities.
Frequently Asked Questions
What value standard is used for estate appraisals?
It depends on the purpose. Estate tax appraisals typically require fair market value — what a willing buyer would pay a willing seller. Insurance replacement appraisals use retail replacement value. I will discuss the appropriate standard with you before beginning the work.
Can you appraise an entire estate collection?
Yes. I regularly appraise collections of all sizes, from a single heirloom piece to large estate collections. Larger collections are accommodated with advance scheduling.
Will the jewelry need to leave my possession?
In most cases, appraisals are completed while you are present. If an item requires additional research or photography, arrangements are made with your full knowledge and consent.
Can the appraisal be used for tax purposes?
A professionally prepared appraisal by a qualified appraiser can support estate tax filings and charitable contribution deductions. Your tax advisor or attorney can confirm the specific documentation requirements for your situation.
How long does the process take?
Most individual pieces and small collections are completed while you wait or within one business day. Larger estate collections are discussed on a case-by-case basis.
Ready to Get Started?
Schedule a consultation today. Every piece is handled with the care, accuracy, and confidentiality that estate work requires.
Book a Consultation