Estate, probate and date of death appraisals
Executors, trustees, heirs and their attorneys often need to know what a home was worth on a specific date. We provide current and retrospective (past date) appraisals for estates and trusts.
Order an AppraisalCommon uses
- Date of death values for estate settlement and stepped-up cost basis
- Probate and trust administration
- Dividing property between heirs or buying out a sibling
- Charitable donation of real estate
Retrospective appraisals
A retrospective appraisal gives the market value as of a date in the past, such as the date of death, using sales from that time period. Just give us the date when you order.
Talk to your tax advisor
Your CPA or attorney can tell you exactly which date and type of value your situation needs. We are happy to talk with them directly.
Ready to order?
Tell us about the property and what the appraisal is for. We will confirm the fee and timing before any work starts.