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Scott & Stringfellow’s Estate Valuation Service provides information needed to determine federal estate taxes. We provide reports showing the value of the estate at the time of death and use statistical information on more than 100,000 securities to estimate the estate’s value six months later. This allows for a "fair market" valuation of the estate as well as accrued interest and dividend information. These reports are prepared to the specifications of the IRS and can be filed with an estate tax return.

Please contact your financial advisor for details.

Any comments regarding tax implications are informational only; Scott & Stringfellow does not provide tax or legal advice. As always, you should consult your tax or legal advisor.



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Call 800.552.7757 or 804.643.1811 to discuss your needs. Email a question


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© Scott & Stringfellow, LLC, Riverfront Plaza – West Tower 901 East Byrd Street, Richmond, VA 23219 Phone: 800.552.7757/804.643.1811
Scott & Stringfellow, LLC, member NYSE/FINRA/SIPC, is a wholly-owned nonbank subsidiary of BB&T Corporation. BB&T Capital Markets and Bergen Capital are divisions of Scott & Stringfellow. The information provided on this site is provided to you for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on this site. Securities and insurance products or annuities sold, offered or recommended by Scott & Stringfellow are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. By using this site, you agree to all of the terms and conditions of this site.