Date of Death, Probate, and Estate Appraisals
A Date of Death appraisal determines the fair market value of real estate as of a past effective date, most commonly the owner’s date of death. These retrospective appraisals are often required for probate proceedings, estate settlement, trust administration, and stepped-up basis reporting.
My work emphasizes paired sales analysis, neighborhood-specific market behavior, and detailed comparable sales research. Rather than relying on broad assumptions, the goal is to support each valuation with evidence from how the market actually responded to similar properties at the time of the effective date.
This is particularly important in Alameda County, where neighborhood differences between places like Oakland, Castro Valley, Hayward, San Leandro, Fremont, and Union City can significantly affect value.
Date of Death Appraisals
Retrospective valuations prepared for probate, estate settlement, tax reporting, and inherited property matters.
Stepped-Up Basis Support
Market-supported appraisals used to help establish the stepped-up tax basis of inherited real estate.
Local Market Analysis
Detailed paired sales research and neighborhood-level analysis across Alameda County and the East Bay.
Why Attorneys, CPAs, and Families Use James Valdez Appraisal Service
- USPAP-compliant reports prepared for estate and IRS-related documentation
- Strong emphasis on paired sales analysis and defensible market support
- Experience with probate, trust, and inherited property assignments
- Local East Bay market knowledge across multiple Alameda County communities
- Flat-rate pricing and responsive communication
Areas Served
Services are provided throughout Alameda County and surrounding East Bay communities. Explore city-specific pages below:
Need a Date of Death Appraisal?
Call or email to discuss the property, effective date, and intended use of the appraisal.