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What is Included

Retrospective valuation tied to the required effective date, market analysis for that historical period, comparable selection and adjustments, supporting commentary for methodology, photos and maps when available.

What we need from you

Effective date, contact for legal representative, any historical photos or records, improvements with dates and costs, HOA info if applicable.

Who needs this

Executors, trustees, attorneys, and CPAs who require a fair market value opinion as of the date of death or an alternate date for tax and reporting purposes.

Service Area & Property

SFR, condo, TIC, 2 to 4 units, and floating homes where supported by market data.

Quick Facts

Retrospective effective dates supported
IRS and CA reporting conventions observed
Turnaround: typically 5 to 7 business days after inspection
Deliverable: USPAP-compliant PDF report

Date-of-Death Appraisals

Sensitive, court-ready valuations for probate, trust administration, and tax filing requirements.

Date-of-Death Appraisals

Retrospective appraisals that value property as of a past date for probate and trusts.
Prepared to align with court and IRS expectations, with documented sources.
Helps fiduciaries distribute assets and file accurate returns.
Sensitive coordination with attorneys, CPAs, and family representatives.

Prepared in accordance with USPAP. Coordinate legal requirements with your attorney or CPA.

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