Appraisal Service
Date-of-Death Appraisals
Retrospective appraisals that develop an opinion of value as of a prior date rather than today.
How this service works
A date-of-death appraisal is retrospective: the effective date is in the past, so the analysis relies on market data available as of that date. I document the property's condition as reported and reconstruct the market conditions that applied then.
When this service may be a fit
- An estate or advisor needs a value as of the date of a person's passing
- A stepped-up basis calculation is being prepared by a tax professional
- Records of the property's prior condition need to be considered
- A written, dated report is required for the estate file
What to expect
- Step 1You provide the effective date and any documentation of the property's condition at that time
- Step 2I confirm whether the retrospective assignment is one I can accept
- Step 3I research sales and listings available as of the effective date
- Step 4I deliver a written retrospective report identifying the effective date clearly
Important limits on this service
- Retrospective work depends on the records available. I will tell you plainly if the documentation is not sufficient to complete a credible assignment.
- I do not provide tax advice. Your CPA or tax professional should confirm how a valuation is used.
Keep reading
Related guidance
These pages explain how appraisal assignments are defined and where I am able to work.
Need an independent residential appraisal?
Tell Stefanie about the property and the intended use. She will review the request and respond with any additional questions, availability and a personalized fee quote.
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