Tell us the date of death
We confirm the property address, the decedent's date of death, and who the report is for — a probate court, an attorney, a CPA, or a trustee.
Date of death valuations
Date of death appraisals for estates and trusts.
A retrospective appraisal that establishes fair market value as of the date of death — prepared to IRS and probate standards, and relied on by attorneys, CPAs, executors, and trustees across Orange and Los Angeles Counties since 1979.
How the process works.
Inspection or retrospective research
When interior access is available we inspect. When it isn't — a home already sold or remodeled — we reconstruct condition as of the valuation date from records, photos, and listing history.
Comparable sales as of that date
Sales are analyzed as of the date of death, not today's market, with market conditions adjustments documented so the conclusion holds up under review.
Signed, court-ready report
A USPAP-compliant narrative delivered to you and, when requested, directly to your attorney or CPA.
Common questions.
- Irvine · Orange County
- Dana Point · Orange County
- Long Beach · Los Angeles County
What is a date of death appraisal?
It is a retrospective appraisal that establishes a property's fair market value as of the day the owner passed away. That value becomes the new cost basis for the heirs — the step-up in basis — and is used for estate tax reporting and probate filings.
Can you appraise a date in the past?
Yes. Retrospective valuations are a core part of our practice. We regularly value properties as of dates years earlier using sales and market data from that period.
Who typically orders one?
Executors, trustees, estate attorneys, and CPAs. We are frequently engaged directly by counsel and deliver reports formatted for the court or the IRS filing they support.
What do you need to get started?
The property address, the date of death, and the purpose of the report. Call 949.241.0310 or email info@mallinsonhomeappraisers.com and we will scope it, usually within one business day.