Estate / Date of Death Appraisal
A certified retrospective appraisal establishing fair market value as of a specific past date — required for estate settlement, probate, and tax purposes.
What's Included
An Estate or Date of Death Appraisal is a retrospective appraisal that establishes the fair market value of a property as of a specific date in the past — typically the date of the owner's passing. This type of appraisal is required by the IRS, probate courts, and estate attorneys to properly value real property for estate tax returns (Form 706), trust administration, and equitable distribution among heirs. Completed as a desktop appraisal — no on-site inspection required. Our certified appraiser conducts a full analysis using historical MLS data, comparable sales active around the effective date, and all available property records. The final report is court-admissible and IRS-compliant.
- Retrospective value as of a specific past date
- IRS-compliant for Form 706 estate tax returns
- Court-admissible certified report
- Historical comparable sales analysis
- Desktop appraisal — no on-site inspection required
- Court-admissible certified desktop report
- Delivered 3–5 business days
When You Need This Appraisal
Estate Settlement & Probate
Probate courts require a certified appraisal to establish the value of real property in the estate.
IRS Estate Tax (Form 706)
The IRS requires a qualified appraisal to support the reported value of real property on estate tax returns.
Trust Administration
Trustees need a certified value to properly administer assets and distribute them equitably among beneficiaries.
Step-Up in Basis
Heirs selling inherited property need a date-of-death value to calculate capital gains tax accurately.
Flat-Rate Pricing
$350
Flat rate for standard residential properties in Maricopa, Yavapai, and Coconino County. Complex or luxury properties may vary — contact us to confirm.
Serving Maricopa, Yavapai & Coconino County, Arizona