Need one to two page example letter for litigation client

[Blondelife]

Litigation Client wants a one to two page letter of what the appraiser found instead of an appraisal.

 

[Michigan CG]

Does the lawyer want a value? What kind of litigation?

 

[Lee Lansford]

Litigation Client wants a one to two page letter of what the appraiser found instead of an appraisal.

When you state that the client wants a "letter" of what you "found"...I take it that you are to communicate an opinion of value, yes?

See the USPAP, Standards Rule 2-2.

Therein lies the answer to your question.

 

[Farm Gal]

Probably wants a summary sheet... check with your cleint... you COULD incorporate an appraisal report by reference and give them a summary of findings? if that is what they area after?

But this "advice" is worth exactly what you paid for it: AND makes several wild assumptions...

Without giving away too much information you would need to supply readers with more information from which to base a response set!

Further - You are about to get smacked with the usual litany on this site:

In order to answer your question we need to know "intended use, intended user, and the purpose of the request"!

OK: Call off yer dogs (everyone else) and give the OP a chance to respond!

 

[Dirty Harry]

Probably wants a summary sheet... check with your cleint... you COULD incorporate an appraisal report by reference and give them a summary of findings? if that is what they area after?

But this "advice" is worth exactly what you paid for it: AND makes several wild assumptions...

Without giving away too much information you would need to supply readers with more information from which to base a response set!

Further - You are about to get smacked with the usual litany on this site:

In order to answer your question we need to know "intended use, intended user, and the purpose of the request"!

OK: Call off yer dogs (everyone else) and give the OP a chance to respond!

You have to admit this could go in any direction; my imagination is starting to run wild! :icon_mrgreen:

 

[Wayne Tomlinson]

Enquiring minds want to know!!

Perhaps what you have is a consulting assignment.

In any case you need to fill in the blanks on your scope of work.

Wayne Tomlinson

 

[Terrel L. Shields]

Sounds like he/she wants a restricted report. Prepare a summary report with an extended letter of transmittal which reports the basic facts and he can tear off those pages that they don't want to read, and you can put the whole report in file.

But for litigation, it sounds like the lawyer wants to hide the report from the other side, which he should do by asking you to prepare the report confidential to him. He can withhold it. But once he exposes the report (summary) to the other side, he has to deliver the documentation.

In reality, if you prepare only a summary and cannot support the report with documents in file, you violate USPAP. That doesn't mean you cannot provide him an "oral" report but even an "oral" report needs be placed in file immediately after testimony and sufficient information provided to prepare a summary report should the need arise. I personally would suggest they accept a restricted report and you keep sufficient documents in file to expand that.

I would not be comfortable providing same for litigation.

 

[Webbed Feet]

<...... snip.....>In order to answer your question we need to know "intended use, intended user, and the purpose of the request"!

OK: Call off yer dogs (everyone else) and give the OP a chance to respond!

Glad you said it first! .. Maybe our O.P. ought to look up the definition of "Appraisal" before responding again.

Webbed.

 

[Walter Kirk]

I do lots of lawyer work. Most read the transmittal letter and ignore the report. I would prepare a detailed transmittal letter and attach the report which the lawyer may choose to ignore.

If the lawyer objects to your preparation of the report you can remind him that you are required to do so to comply with applicable professional standards. Most lawyers will understand that.

 

[Blondelife]

No value needed. The client which is a lawyer just wanted to know if it was anywhere possible to have the value or way off. The previous appraiser grossly over appraiser the property and ignored bayfront comps and used gulf front over 30 miles away. I just need to write a letter that sums up what I found.

Any help would be greatly appreciated.

Stacy