Probate Coin Collection Appraisals
JP Ford Coin & Currency provides numismatic appraisal and documentation for executors, personal representatives, attorneys and estates handling coins, currency and precious metals during probate. We are a coin dealership, not a law firm, and do not provide legal or tax advice.
- Documentation prepared for estate administration
- Available in-shop or on-site
- Direct contact with attorneys and CPAs welcome
Requirements vary by estate and jurisdiction. We recommend confirming what your estate needs with your attorney, accountant or other professional adviser.
Coins Are an Unusually Difficult Estate Asset
How a Probate Appraisal Works
A straightforward process built around what your estate actually needs.
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Initial Consultation
We talk through the size and location of the collection, the type of material involved, what the estate needs, and the documentation you are looking for.
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Collection Access
Evaluation can take place at our Longs showroom, or on-site where that is more practical for the estate.
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Examination
We go through the collection and identify what it contains, to the level of detail the estate's documentation requires.
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Valuation
Values are based on current numismatic and precious-metal market information, applied to the stated purpose and any valuation date provided for the appraisal.
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Documentation
You receive appraisal documentation that matches what we actually provide. Tell us in advance what the estate needs so we can confirm we can meet it.
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Follow-Up
We remain available afterward for questions from the executor, personal representative or attorney. If the estate later decides to sell some or all of the collection, we can discuss an offer at that time. The appraisal itself does not require the estate to sell to us.
Purpose and Valuation Date
Appraisal and Purchase Are Separate Decisions
Working With Estate Attorneys and Professional Advisers
Documentation for Your Records
Handling an Inherited Collection More Informally?
Questions From Executors, Attorneys and Advisers
Straightforward answers about how a probate appraisal is handled.
Is JP Ford Coin & Currency able to provide legal or tax advice?
No. We are a coin, currency and precious-metals dealership, not a law firm or accounting firm. We can document and appraise numismatic and precious-metal property, but questions about probate procedure, required valuation dates or tax treatment should go to the estate's attorney, accountant or other professional adviser.
Can the appraisal reflect a specific valuation date, such as date of death?
Tell us the purpose of the appraisal and any valuation date the estate requires, and we will prepare the appraisal accordingly. We recommend confirming the correct valuation date with your attorney or accountant, since requirements vary by estate and purpose.
Do you work directly with attorneys and CPAs, or only with family members?
Both. We regularly communicate directly with estate attorneys, accountants and professional executors or personal representatives about a collection, in addition to working with family members.
If the estate later decides to sell, can JP Ford make an offer?
Yes. If the estate chooses to sell some or all of the collection after the appraisal, we are glad to discuss a purchase offer at that time. That decision is entirely separate from the appraisal itself.
What level of detail can the appraisal documentation include?
The level of itemization depends on the collection and what the estate needs, from a general summary to a more detailed accounting of individual items. Tell us what your documentation requirements are during the initial consultation so we can confirm we can meet them.
How do you handle a collection that mixes common coins with rare or certified pieces?
We examine and document each item on its own terms rather than treating the collection as a single lot. Common and rare material, and raw and certified coins, are identified and valued individually as part of the same appraisal.
Have a question specific to your estate? Contact us and we will walk through it with you.
Discuss an Estate With JP Ford
Visit Our Longs Showroom
Hours
- Sunday
- Closed
- Monday
- Closed
- Tuesday
- 9:00 AM – 5:00 PM
- Wednesday
- 9:00 AM – 5:00 PM
- Thursday
- 9:00 AM – 5:00 PM
- Friday
- 9:00 AM – 5:00 PM
- Saturday
- 9:00 AM – 5:00 PM