Estate & Date of Death Appraisals

The loss of a loved one is often accompanied by important financial and legal responsibilities. One of these responsibilities may include determining the market value of real property as of the date of death for estate administration, IRS reporting, gift and estate tax purposes, asset distribution, trust settlement, gifting strategies, or establishing tax basis for inherited property.

A date of death appraisal is a retrospective appraisal, meaning the valuation is developed based on market conditions that existed on a specific date in the past. These appraisals are frequently completed months or even years after the date of death and can provide important documentation for attorneys, accountants, trustees, executors, heirs, and beneficiaries involved in the settlement of an estate.

Every estate is unique, and the type of appraisal required depends on the specific circumstances. We are happy to work directly with your attorney, CPA, or tax professional to ensure the appropriate valuation is provided.

Contact us today so we can discuss your situation and determine the best course of action for your appraisal needs. We have experience in many cities within the Sacramento, Placer, Nevada, El Dorado, Yuba, Sutter, Yolo market areas.