Secure Your Future:
Certified Date of Death & Retrospective Appraisals for Estates and Trusts
Appraisal House provides certified date of death and retrospective appraisals for trusts, estates, probate matters, and legal purposes throughout Corona, Riverside County, Orange County, and San Bernardino County. With over 25 years of experience, our reports are USPAP-compliant, well-documented, and prepared to withstand attorney, CPA, and court review.
What Is a Date of Death Appraisal?
A date of death appraisal is a retrospective valuation that determines the fair market value of real property as of the date an individual passed away. These appraisals are commonly required for trust administration, probate proceedings, and stepped-up basis calculations.
What Is a Retrospective Appraisal?
A retrospective appraisal is an appraisal completed for a prior effective date rather than the current market date. Retrospective appraisals are frequently used for estate settlement, divorce matters, tax planning, and legal disputes where historical value must be established.
Why These Appraisals Are Important
Accurate historical valuation is critical for:• Estate and trust administration • Probate court requirements • Stepped-up basis and tax reporting • Asset division and settlement decisions • Legal and accounting documentation
Our Appraisal Process
1. Consultation to confirm purpose and effective date of value 2. Property inspection and data verification 3. Historical market research and comparable analysis 4. Preparation of a clear, defensible appraisal report 5. Review and explanation of conclusions upon request
Why Choose Appraisal House
• Over 25 years of Southern California appraisal experience • Certified Residential Real Estate Appraiser • USPAP-compliant, retrospective analysis • Trusted by attorneys, fiduciaries, and CPAs • Clear communication and reliable turnaround
Service Area
We provide date of death and retrospective appraisal services in Corona, Riverside, Norco, Eastvale, Ontario, Rancho Cucamonga, Redlands, Temecula, Murrieta, Lake Elsinore, Orange County, Los Angeles County, and surrounding Southern California communities.
If you need a date of death or retrospective appraisal, Contact Appraisal House today for a confidential consultation. OR call or text me direct right now! 951-545-2758
What Is a Date of Death Appraisal?
A date of death appraisal is a retrospective valuation that determines the fair market value of real property as of the date an individual passed away. These appraisals are commonly required for trust administration, probate proceedings, and stepped-up basis calculations.
What Is a Retrospective Appraisal?
A retrospective appraisal is an appraisal completed for a prior effective date rather than the current market date. Retrospective appraisals are frequently used for estate settlement, divorce matters, tax planning, and legal disputes where historical value must be established.
Why These Appraisals Are Important
Accurate historical valuation is critical for:• Estate and trust administration • Probate court requirements • Stepped-up basis and tax reporting • Asset division and settlement decisions • Legal and accounting documentation
Our Appraisal Process
1. Consultation to confirm purpose and effective date of value 2. Property inspection and data verification 3. Historical market research and comparable analysis 4. Preparation of a clear, defensible appraisal report 5. Review and explanation of conclusions upon request
Why Choose Appraisal House
• Over 25 years of Southern California appraisal experience • Certified Residential Real Estate Appraiser • USPAP-compliant, retrospective analysis • Trusted by attorneys, fiduciaries, and CPAs • Clear communication and reliable turnaround
Service Area
We provide date of death and retrospective appraisal services in Corona, Riverside, Norco, Eastvale, Ontario, Rancho Cucamonga, Redlands, Temecula, Murrieta, Lake Elsinore, Orange County, Los Angeles County, and surrounding Southern California communities.
If you need a date of death or retrospective appraisal, Contact Appraisal House today for a confidential consultation. OR call or text me direct right now! 951-545-2758