Specializing in retrospective (date of death) appraisals for probate, estate settlement, and IRS reporting.
A Date of Death appraisal determines the fair market value of a property as of a specific past effective date, most commonly the date of death. These reports are commonly used for estate settlement, probate proceedings, trust administration, and IRS reporting.
With experience performing retrospective appraisals throughout Alameda County and the East Bay, I provide well-supported valuations relied upon by attorneys, CPAs, trustees, and heirs for IRS reporting and estate administration.
One of the most common reasons families request a Date of Death appraisal is to establish the stepped-up tax basis of inherited real estate. This represents the fair market value of the property as of the date of death and becomes the new tax basis for heirs.
My appraisal process emphasizes paired sales analysis and detailed market research. Rather than relying on broad adjustments, I analyze how specific property characteristics affected sale prices in the market at the time of the effective date.
Albany is a small, tightly defined market where school district boundaries and proximity to Berkeley can significantly influence buyer demand. Even when homes appear similar in size and condition, differences in school access and location within Albany can affect how buyers respond to properties.
In retrospective appraisals, careful comparable selection is required to ensure that sales truly represent the same market segment at the time of the effective date. Paired sales analysis helps determine how buyers were reacting to those differences.
I provide Date of Death appraisal services throughout Albany and nearby East Bay communities including Oakland, Richmond, Berkeley, and El Cerrito. You can view all service areas here: East Bay Date of Death Appraiser.
If you are searching for a Date of Death appraisal in Alameda County, CA, you can also view the full Alameda County retrospective appraisal page for additional information regarding estate, probate, and retrospective valuation services throughout Alameda County and the East Bay.
A Date of Death appraisal is a retrospective appraisal that determines the fair market value of a property as of the date of death for estate, probate, or tax purposes.