ESTATE & TRUST APPRAISALS
Clarity When It Matters Most.
Estate and trust jewelry appraisals provide the professional documentation needed to establish value for probate, estate administration, trust matters, equitable distribution, tax planning, and other fiduciary purposes.
Our appraisers independently examine, identify, document, and value each piece using the appropriate valuation methodology for the intended use of the report.
Independent. Objective. Defensible.
WHY AN ESTATE & TRUST APPRAISAL MATTERS
Clear Valuation Helps Support Clear Decisions.
Jewelry can represent a meaningful portion of an estate, yet it is often one of the least understood asset categories.
An independent appraisal can help executors, trustees, attorneys, beneficiaries, and families establish appropriate values, document estate property, and support equitable decision-making.
For estate and trust purposes, the intended use of the appraisal determines the appropriate type of value, which is why proper methodology and documentation matter.
WHAT WE DOCUMENT
Detailed Identification
Diamonds, gemstones, metals, maker’s marks, signatures, measurements, condition, construction, and other identifying characteristics.
Gemological Examination
Professional evaluation using appropriate gemological instrumentation and recognized methodology.
Professional Photography
Clear photography documenting individual pieces and their identifying details.
Appropriate Valuation
A researched value based on the intended use of the appraisal, including Fair Market Value when appropriate.
Comprehensive Report
Professional documentation prepared to support estate, trust, probate, fiduciary, or related professional needs.
THE NJA EXPERIENCE
Private. Personal. Unhurried.
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Observe the Examination
Your jewelry remains in your possession while our appraisers evaluate it.
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Receive Your Documentation
Receive clear professional documentation appropriate to the intended purpose of the appraisal.
FREQUENTLY ASKED QUESTIONS ON ESTATE & TRUST APPRAISALS
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Estate and trust appraisals may be used for probate, estate administration, trust accounting, charitable gifting, equitable distribution, tax-related purposes, and other fiduciary needs.
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An independent appraisal is focused on accurately identifying, documenting, and valuing your property, not on selling you a replacement piece. That objectivity helps provide your insurance professional with clear, supportable documentation based on the appropriate replacement market.
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Executors, trustees, attorneys, and beneficiaries need confidence that the valuation was prepared objectively. An independent appraiser evaluates the property without a financial interest in the outcome of the appraisal.
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Yes. We can evaluate anything from a single important piece to a large estate or private collection.
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Yes. We regularly work with professional advisors and fiduciaries and can coordinate the appraisal process around the documentation requirements of the estate or trust.
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Yes. Prior documentation can be helpful, but it is not required. Our appraisers can independently identify, examine, and document the property.
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In many cases, no. Appointments can be structured so the jewelry remains with the client, estate representative, or fiduciary throughout the examination process.
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Yes. Private and concierge appointments can be arranged when transporting valuable estate property is impractical or undesirable.
CLARITY FOR EVERYONE INVOLVED
Independent Valuation. Professional Documentation.
Whether you are administering an estate, managing a trust, advising a client, or determining how jewelry should be distributed, our appraisers provide the independent expertise and clear documentation needed to move forward with confidence.