Estate and trust appraisals fix the fair market value of real property for probate administration, trust distribution, and tax reporting. Executors, trustees, and estate attorneys rely on a credible, independent valuation to administer assets and to treat every beneficiary evenhandedly.
Probate and Trust Administration
Whether a property is moving through probate or being distributed out of a trust, an impartial appraisal supports an equitable division and leaves a defensible record if any beneficiary later questions the number. I work regularly alongside San Diego County estate attorneys and professional fiduciaries.
Present-Day or Retrospective Values
Estate work often needs value as of the date of death or another specific date. I prepare both current and retrospective valuations, rebuilding the market as it existed on the date the assignment requires.
Reports That Survive Review
Every report is USPAP-compliant and arranged so attorneys, CPAs, the court, and beneficiaries can trace the analysis to its conclusion. Strong comparable support keeps disputes to a minimum and keeps administration on schedule.
Request This Appraisal
Published fees start at $299; your exact fee is confirmed before you commit. See the full fee schedule or request a free quote.