Estate, probate & date of death
Retrospective values for executors, trustees, and attorneys, prepared to IRS and California probate standards.
Orange County, California
Date of Death Home Appraisals Across Orange County.
When a parent or loved one passes, the estate needs the home's value as of that date. We prepare retrospective date of death appraisals for executors, trustees, attorneys, and CPAs throughout Orange County, from our Dana Point office, family-run since 1979.
Why People Order an Appraisal in Orange County.
Divorce & settlement
Neutral valuations of the marital residence that counsel on both sides can rely on.
Property tax appeals
Independent support for challenging an over-assessed Orange County tax roll value.
Buying, selling & PMI removal
An impartial number before you price a home, write an offer, or ask your lender to drop PMI.
What Moves Value Here.
- Step-up in basis for heirs who plan to sell or keep the home
- Probate and trust administration in Orange County Superior Court
- Estate tax and IRS reporting prepared by the family's CPA
- Splitting or buying out a sibling's share of an inherited home
- Values set as of a past date, even several years back
Orange County Neighborhoods We Appraise
Dana PointLaguna BeachLaguna NiguelSan ClementeSan Juan CapistranoMission ViejoNewport BeachIrvineHuntington BeachCosta MesaOrange & TustinAnaheim & Fullerton
Local, and Close by.
- Phone
- 949.241.0310
- Hours
- Monday – Friday, 8:00am – 5:00pm
- Office
- 34145 Pacific Coast Highway
Dana Point, CA 92629
Orange County Appraisal Questions.
What Is a Date of Death Appraisal?
A retrospective appraisal that sets the home's fair market value as of the day the owner passed away. That value is typically used for the heirs' new tax basis and for probate or trust paperwork.
Can the Appraisal Be Done If the Death Was Years Ago?
Yes. We value homes as of past dates using sales and market data from that period.
Does Someone Need to Be at the House?
Usually we inspect the property, so someone with access will need to let us in. If the home has since been sold or changed, tell us and we will discuss the options.
Who Should Order It?
Usually the executor, trustee, or the estate's attorney or CPA. We can send the finished report directly to them.