Residential Appraisal Requests for Trusts and Gifts
Quick answer: Start a trust or gift valuation request with the property, interest, date and adviser’s intended use. A whole-property residential appraisal is different from a partial-interest valuation. Aladdin’s acceptance of specialized interest work must be confirmed directly; this page does not advertise that service as available.
Identify the decision
Identify whether the question concerns a sale, distribution, accounting or contemplated transfer. Ask your adviser to establish the relevant purpose and valuation date.
Define the ownership interest
Distinguish the whole property from a particular ownership interest. Do not assume fractional discounts, multiply a whole-property value to establish a particular interest’s value, or invent a discount. Confirm acceptance of specialized interest work directly before ordering.
Organize relevant records
Gather the property description, improvement records, historical condition evidence and recipient instructions. Avoid sending unrelated private family documents; provide only material relevant to the assignment.
Coordinate with advisers
Tax and legal consequences are determined by your advisers. Gift and inheritance transactions have different basis considerations; holding a property in trust does not establish a universal step-up or promise tax savings. Obtain case-specific advice.
Questions about this appraisal request
Does holding a home in trust establish a tax result?
No. Obtain case-specific advice from your tax and legal advisers.
Does Aladdin offer partial-interest valuations?
Ask directly about the exact assignment. Availability and competence must be confirmed before ordering.
Can an existing appraisal be relabeled for a gift?
No. Check the purpose, intended users, ownership interest and valuation date with the appraiser and recipient.
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Last updated: October 27, 2026