Date-of-Death Home Value Report
When a loved one passes, the IRS and California courts often require a professional valuation of real property as of the date of death. This report is essential for:
- Establishing stepped-up cost basis for capital gains purposes
- Probate court filings and estate administration
- Trust distributions among multiple heirs
- Estate tax calculations
- Equitable division of inherited assets
Important Note
This report provides a Comparative Market Analysis (CMA) based on comparable sales. For formal appraisals required by courts or the IRS, a licensed appraiser may be needed. Patrick can refer you to qualified appraisers in Southern California.
"Patrick helped us navigate the process of finding a new house quickly as well since we were 13 years removed from the process and kept up with our ever increasing barrage of questions."
— Keri Kerr
What is your role in this estate?
This helps us prepare the most relevant Date-of-Death valuation report.
🔒 Your information is secure and will never be sold or shared with third parties.