Jewelry and Watch Valuation Information for Attorneys, Fiduciaries, and Legal Professionals

USPAP-guided, defensible valuation work for estates, probate, divorce, tax matters, litigation, and fiduciary reporting.

Who We Serve

We work closely with:
• Estate planning and probate attorneys
• Family law attorneys handling high-asset marital estates
• Fiduciaries, executors, and trustees
• CPAs and tax professionals
• Wealth managers and family offices
• Litigation counsel in disputed
valuation matters
• Guardians ad litem and court-appointed professionals

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When Attorneys Typically Engage Us

• Preparing probate inventories and determining which items require appraisal
• Establishing Fair Market Value for
Form 706 estate tax returns
• Dividing jewelry in marital dissolution actions • Validating or disputing prior appraisals
in litigation
• Assessing damage, loss, or authenticity
in insurance claims
• Supporting mediation or settlement conferences with accurate valuations
• Providing expert reports for
misrepresentation or fraud claims
• Documenting property for trust funding
or charitable gifting
• Assisting executors managing large or
mixed jewelry estates

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Types of Valuation Offered 

Fair Market Value Appraisals used for:
• Estate tax returns
• Probate filings
• Charitable contributions
• Marital estate division
• Fiduciary accounting and distribution

Retail Replacement Value Appraisals used for:
• Insurance scheduling
• High-net-worth policy requirements
• Claims support and loss documentation

Marketable Cash Value / Liquidation Analysis  useful for:
• Settlements
• Buyouts in divorce
• Sale planning for beneficiaries
• Fiduciary decisions about liquidation Forensic

Review and Analysis used for:
• Opposing appraisals
• Disputed authenticity
• Questionable grading
• Inflation or undervaluation claims

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Expert Witness and Litigation Support

• Comprehensive expert reports • Rebuttal reports • Deposition testimony • Trial testimony • Review of opposing expert’s methodology • Assistance with discovery questions regarding jewelry • Case strategy support where valuation matters are central

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What Makes Our Reports Defensible

• Prepared by a GIA Graduate Gemologist
• Uses accepted methodology under
USPAP guidance
• Includes full documentation, grading details, photos, and condition analysis
• Clear identification of the purpose
and standard of value
• Transparent assumptions and
limiting conditions
• Internal consistency that holds up in mediation, audit, or court
• Independence in valuation (disclosing any conflicts when applicable)

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On-Site Estate and Inventory Services

• Estate cataloging in homes, vaults, law offices, or bank safe-deposit boxes
• Sorting fine vs. costume jewelry
• Identifying missing pieces or prior sales
• Creation of a photographed
inventory spreadsheet
• Secure custody with optional vault storage

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Why Attorneys Trust
Gem Facets

Our valuations have supported estate tax filings, probate hearings, marital property agreements, fiduciary accountings, and insurance claims.

We understand evidentiary standards and the level of detail attorneys require.

Our principal appraiser has a legal education from Cornell, Mitchell Hamline and Wash U, along with previous legal experience working in business litigation and securities law. 

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