Date of Death Valuation

Our date of death valuations determine a residential property's fair market value as of the day a loved one passed away. This retrospective appraisal is commonly required for estate tax filings, establishing a step‑up in basis, and supporting the work of probate attorneys and CPAs.

Using data specific to the valuation date-not today-we research closed sales, active and pending listings, and overall market conditions that existed at that time. We then analyze this information under current appraisal standards to develop a well-supported value conclusion tied to the exact date of death.

Reports clearly state the effective date, explain the historical market context, and document the reasoning behind the final opinion of value. This structure helps reduce questions from tax authorities and supports fair treatment of heirs.

We recognize that requesting a date of death appraisal often comes during a difficult period. Our team handles inspections and communication with discretion and clarity, and typically delivers reports within 3-5 business days after access and receipt of necessary information, allowing your legal and tax advisors to keep the estate on schedule.