Date of Death Appraisals for Estate Settlement
Retrospective valuations for probate, tax reporting, and establishing stepped-up basis.
Retrospective Valuations for Settling Estates
A Date of Death appraisal determines the fair market value of real property as of the decedent’s date of passing. This retrospective valuation is often required for estate administration, probate filings, and tax reporting purposes.
Unlike a current market appraisal, a Date of Death valuation requires careful historical market research, analysis of comparable sales relevant to the effective date, and proper consideration of market conditions at that specific point in time.
Every assignment is handled with professionalism, sensitivity, and adherence to recognized appraisal standards. Our goal is to provide an accurate, defensible value so estates can be settled with clarity and confidence.
We provide:
- Well-supported retrospective valuations
- Reports prepared for probate and estate tax purposes
- Documentation suitable for attorneys, accountants, and courts
- Clear explanation of methodology and historical market data
When This Service Is Needed
- Probate court proceedings
- Estate tax filing requirements
- Equitable distribution among heirs
- Trust administration
Require a Retrospective Appraisal?
Our certified appraisers have the expertise to perform accurate historical valuations.