At LexBrilliance, we provide independent and well-documented jewelry appraisals to support estate planning, trust administration, probate, and related litigation matters. Estate-related valuations often involve heightened scrutiny and specific reporting requirements, and our work is tailored to meet those standards.

Common Situations Requiring Estate or Trust Appraisals

• Estate Planning / Equitable Division

  Appraisals prepared for estate planning or equitable distribution are intended to support a fair allocation among beneficiaries. Depending on the purpose of the assignment, either Fair Market Value or Marketable Cash Value may be applied.

• Trust & Conservatorship Formation

  Jewelry held in a trust or conservatorship is appraised at Fair Market Value to establish the appropriate tax basis, with periodic updates recommended to reflect changes in market conditions or estate planning requirements.

• State Probate

  Jewelry in non-taxable estates may still require appraisal for probate purposes. Reports are prepared to satisfy the requirements of the governing jurisdiction. Items mentioned in a will can be appraised by either a personal representative or a qualified appraiser.

Flexible Service Options

While many assignments are conducted in our office, LexBrilliance maintains portable gemological laboratories and can provide on-site services at a residence, bank, or law office when requested.

We recommend an initial consultation to discuss the specific circumstances of the estate or trust and to determine the most appropriate valuation approach.