Settling an estate comes with enough to manage. You need a defensible fair market value as of the date of death — even if that date was months ago. That's a retrospective appraisal, and it's what we do. Certified, independent, and built to hold up with the IRS, in probate, and around the family table.
Filing estate taxes?
IRS Form 706 requires fair market value as of the date of death — documented and supportable.
Protecting the heirs from capital gains?
A date-of-death appraisal establishes the stepped-up basis, often saving heirs far more than the appraisal costs.
Working through probate?
Courts and attorneys need an independent value to settle and distribute the estate.
Keeping the peace?
When siblings inherit together, a neutral, professional number prevents the dispute before it starts.
The date of death was months ago?
No problem — retrospective valuations are standard for this work. We value the property as of the date that matters, not today.
