Date of Death Valuations
Retrospective fair market value supporting the heirs' step-up in basis and estate filings.
For professionals
The Appraiser Estate Attorneys and CPAs Call First.
Refer your clients' estate, trust, and probate properties to an Orange County family firm that has prepared court-ready valuations since 1979.
Assignments We Handle.
Probate & Trust Administration
Reports formatted for California probate and trust accountings.
Estate Planning & Gifting
Current-value appraisals for gifts, trust funding, and planning decisions.
Litigation Support & Expert Witness
Defensible valuations for contested estates, partition and family law matters, with appraiser testimony in deposition, mediation or court.
Family Law & Divorce
Neutral current or retrospective values for marital homes, delivered to counsel for both sides on request.
What Your Clients Can Count On.
- Scoped within one business day
- A credentialed Mallinson appraiser inspects and signs every report
- Reports delivered directly to counsel or the CPA on request
- Retrospective values as of any past date
- Serving Orange and Los Angeles Counties since 1979
- How date of death appraisals work
Refer a Property.
Send the property and dates below. Your referral goes straight to our office, and we reply within one business day.
- Phone
- 949.241.0310
- Office
- 34145 Pacific Coast Highway
Dana Point, CA 92629 - Hours
- Mon–Fri, 8:00 AM–5:00 PM