Independent date-of-death and estate appraisals for executors, trustees, estate attorneys, and CPAs. Retrospective value documented for IRS filings, step-up in basis, probate, and settlement among heirs. Serving estates across Collin, Dallas, Denton, Tarrant, Rockwall, Ellis, and Grayson counties.
A retrospective appraisal with the effective date set to the date of death, supported by comparable sales and market conditions from that period. This is the figure that establishes the stepped-up cost basis for heirs and the value reported on the estate tax return when one is required.
When the estate's attorney or CPA elects the alternate valuation date, the appraisal is prepared as of that date instead. Both dates can be appraised in a single engagement when the estate needs to compare them.
A current market value appraisal for pricing the home for sale, for one heir buying out the others, or for dividing the estate fairly when the property is distributed in kind.
Appraisals for transferring a residence into or out of a trust, for gifts of real property, and for the valuation support a CPA needs on the related return.
A short call to confirm the property, the effective date or dates, who the client is, and who will rely on the report. Fee quoted in writing before engagement.
Inspection scheduled with the family or the executor at a convenient time. When the home has already changed hands, the appraisal proceeds from prior records and exterior observation.
A complete, USPAP-compliant appraisal report with supported adjustments and period market analysis, delivered as a PDF to the client and any named intended users.
Available to answer questions from the estate's attorney or CPA, and to explain the methodology if the value is ever questioned.
No stake in the outcome. Fees are never contingent on the value conclusion. The number is the same whether it helps or hurts the tax position, which is exactly why it holds up.
Sales from the effective date, not today. Comparable sales, market trends, and listing conditions are drawn from the months around the date of death and retained in the work file.
Seven counties, appraised daily. Active lender work across the DFW metro means first-hand knowledge of these neighborhoods and how their markets moved during the period in question.
The report answers the question before the IRS or the heirs think to ask it.
Executors, trustees, attorneys, and CPAs: send the property address, the date of death or other effective date, and who will rely on the report. Letters of engagement, license, and E&O documentation available on request.
Family law matter instead? See the divorce appraisal page.