Clarify the legal purpose first
Ask the estate lawyer or authorised representative why a property value is needed, which date and method are relevant, who may instruct the valuer and what documentation should be retained. Do not assume that an online estimate or sales appraisal answers a legal or tax question.
Select an appropriately qualified valuer
Confirm the valuer’s qualifications, registration, independence, property expertise and report scope. Ask whether an internal or external inspection is needed, what assumptions apply and how the valuation date and market evidence will be documented.
Prepare property records
Gather title or ownership information, plans, recent condition reports, leases, approvals, repairs, known defects, comparable sales supplied by the valuer and relevant correspondence. Keep documents dated and distinguish observed facts from opinions.
Check current Australian legal and tax advice
Estate administration, tax and reporting requirements vary by jurisdiction and individual circumstances. Consult a qualified Australian estate lawyer and tax adviser before relying on a valuation or filing.
Keep presentation and cleaning separate
Cleaning can address agreed property presentation tasks but does not establish market value, ownership, legal authority or an estate’s tax position. No cleaning or maintenance premium is claimed.
