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Estate/Probate/Date of Death

Estate Settlement Appraisals:
Losing a loved one is a painful time in life, and settling an estate from a death, or probate, often calls for an appraisal to establish Market Value for the residential property involved. The job of settling an estate, often a source of stress, is very important. It's up to you as a trustee to carry out the wishes of the deceased as quickly and with as much dignity as possible. You can count on us to respond quickly and with as much sensitivity to the feelings of everyone in bereavement.

Estate tax liability.
Disposition of assets under a will or in probate.
There are many situations -- none of them lacking stress and complexity -- where you might need an appraisal of property that states an opinion of what the property was worth on a date some time ago, rather than when the appraisal is ordered. For estate tax purposes or disposition of the assets of a decedent, a "date of death" valuation is often required. (Sometimes, the executor of the estate may choose to have the date be six months after the date of death -- but the same principles apply.

Usually, settling an estate requires a detailed appraisal report to determine market value for the property to the satisfaction of the parties involved. We empathize that in times like this, even thinking about an appraisal report is the furthest thought from your mind. Of course, you need to comfort your loved ones first. Our professional staff is familiar with the procedures and requirements necessary to supply a retrospective appraisal with an effective date and market value estimate matching the date you suffered the loss of your loved one.

Many people do not understand that the IRS requires documents filed to support the numbers involved in estate sales. One of the most important requirements in an appraisal is an appraiser-supported opinion of value in a detailed reason as to how the appraiser came to his conclusion. A report of this caliber will definitely show your claim that the values expressed are well-founded and accurate.

Having a professional report, gives the executor definite facts and figures to work with in exceeding IRS and California state agency requirements. There's no need to be stressed out when getting a report from us, because we will back it no matter what.

The ethics provision within the Uniform Standards of Professional Appraisal Practice (USPAP) binds us with confidentiality, guaranteeing the maximum degree of discretion.

Mission Viejo Appraisers
714-328-3115
Certified, Fha Approved Residential Appraiser

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