Date of death valuations
Date of Death Appraisal
Stepped Up Basis Appraisal
Adjusted Cost Basis Appraisal
(Order Form)

Estate & Legal Appraisal Service for over twenty years.

Recent Clients include:

-          Client Needed Stepped Up Basis Appraisal of Mom’s house in Thousand Oaks. After delivering the report, we then hired crews to repair, paint, and ready home for marketing. We sold it within 2 weeks, over list price, with back up offers, for all cash. Seller was overjoyed, and very thankful.  Buyers came from West Hills, Santa Monica, Westlake Village, Somis, Simi Valley, Moorpark, Calabasas, and elsewhere.

-          Father passed away, we did appraisal for estate. Then also did historical/retrospective appraisal as well, when mother passed.

-          Assisted a family with their estate planning, with appraisals for a commercial property in Los Angeles, a beachfront home in Ventura, and a residence in Tarzana.       

-          One client needed values for a divorce, 18 months ago, as well as for 3 years, 5 years and 8 years ago.
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 Another client needed values for five different homes, for four different times, stretching back to 1987.


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.)

 

Attorneys, accountants, executors and others rely on Ebert Appraisal Service, Inc. for "date of death" valuations because such appraisals require special expertise and training.