Date of Death Valuations
Retrospective fair market value as of a specific past date, prepared to IRS and probate standards.
Services
Valuations built for the decision behind them.
Every engagement starts the same way: we learn who the report is for — a probate court, an attorney, a lender, an assessor — and prepare it to that audience's standard.
Probate Appraisals
Court-ready reports for executors, trustees, and probate referees across both counties.
Estate Planning
Current valuations that support trust funding, gifting, and step-up in basis strategy.
Divorce & Settlement
Neutral, defensible property division valuations trusted by counsel on both sides.
Luxury Residences
Coastal and hillside homes with custom construction, rare sites, and thin comparable data.
Historic Properties
Valuation that accounts for architectural character, provenance, and preservation status.
Land & Investment Property
Highest-and-best-use analysis for raw parcels, assemblages, and one-to-four-unit rentals.
Tax Assessment Support
Independent valuations used to challenge over-assessed county property tax rolls.
Appraisal Review & Consulting
Second-opinion review of third-party reports for lenders, attorneys, and courts.