Residential
Real Estate Appraisal
Date of death, estate planning, trust and other non-lending appraisals.
Certified General Appraisers · MAI-Designated Reviewers · Seal Beach, CA
Valuing Your Legacy
When someone passes or an estate is being planned, the real estate needs a value that holds up with the IRS, the attorneys and the family. We appraise residential property for all of it.
Our Appraisers
Every appraiser and reviewer is Certified General, and our team includes MAI-designated reviewers.
The Report
Every report meets USPAP and IRS requirements, written in plain language.
Who We Work With
Executors, trustees and families, along with the estate attorneys, CPAs and fiduciaries who advise them. We’re glad to talk with your attorney or CPA directly.
Why You Might Need an Appraisal
When a property passes to heirs, its value on the date of death usually becomes the new tax basis. A solid appraisal can help reduce capital gains tax when the property is sold later. Attorneys and CPAs also use it for estate tax returns, for dividing property fairly between heirs and for trust administration. If the date of death was months or years ago, we can still value the property as of that date.
How It Works
1
Tell Us About the Property
Send the address, the date of death and a contact for access. We’ll reply with a fee and timeline.
2
We Inspect and Research
We visit the property and study sales from around the date of death. If it has been sold or changed, we work from records.
3
You Get the Report
A written report, ready to hand to your attorney or CPA.
Banks and lenders: we also review commercial and residential appraisals. Learn about our appraisal reviews.
Where We Work
- Based in Seal Beach, California.
- Assignments throughout California and in most other states.
- Tell us about the property and we’ll get back to you with a fee and timeline.