Estate & Date-of-Death Appraisals

When a property is part of an estate, the value may need to be determined as of today or as of a prior date. I provide independent residential appraisals for estate settlement, probate, inheritance, tax-related purposes including Step-Up Basis, and date-of-death valuation needs.

​

Date-of-death and other retrospective estate appraisals require careful reconstruction of the market and the property as they existed on the required valuation date. The analysis may rely on historical sales, prior listings, public records, photographs, renovation records, and other available documentation to develop a well-supported opinion of value.

​

Clear research. Independent analysis. Defensible valuation.

​

​