Scope before assumptions
A brief conversation establishes what the appraisal needs to address and who may rely on it. Connie provides appraisal services—not legal, tax, or advocacy advice—and keeps those professional roles distinct.
For attorneys, fiduciaries, accountants, and advisors
Clear residential valuation support for the decisions your clients face.
Connie works directly with professional advisors to define the appraisal question, effective date, intended use, intended users, property interest, records, access, and timing before the assignment begins.
Current and retrospective work
Assignments may address a current date, date of death, or another properly identified historical date. Retrospective work separates the property’s earlier condition and period market evidence from later events.
Useful records
Prior listings, photographs, plans, permits, renovation records, surveys, ownership information, and access details may be relevant. Connie identifies what is useful for the specific assignment rather than requesting records without purpose.
Direct professional communication
Advisors can discuss scope, scheduling, factual records, reporting needs, and reasonable questions directly with Connie. Confidentiality and any communication limitations are addressed as part of the assignment.
A practical referral pathway
What to include in the first conversation
- The property: address and basic property type.
- The decision: the matter the appraisal is intended to support.
- The date: current, date of death, or another date identified by the appropriate advisor.
- The users: who is expected to rely on the appraisal.
- The timing: any genuine filing, mediation, planning, or decision deadline.