A Date of Death appraisal—also called a retrospective appraisal—determines the fair market value of a property as of a specific past effective date (most commonly the date of death). These reports are commonly used for estate settlement, probate proceedings, trust administration, and IRS reporting. Reports are prepared in compliance with USPAP standards and supported with comparable sales research and clear documentation.
I was born in Oakland, and I have a deep understanding of the local real estate market, which allows me to provide highly specialized Date of Death appraisals for families, fiduciaries, and attorneys throughout Oakland and the greater East Bay. A Date of Death appraisal, also known as a retrospective appraisal, determines the fair market value of the subject property as of a specific effective date, typically the date of a loved one’s passing. As a certified professional, I prepare each certified appraisal with careful analysis, often using paired sales analysis to break down specific features of a home and their contributory effect on value, as well as use careful analysis to identify comparable sales and applying precise adjustments to reflect differences in location, condition, size (gross living area), and other features of the property. I also consider the highest and best use of the real estate, distinguishing between real vs personal property to ensure that the valuation is both accurate and compliant with IRS and estate requirements. I understand that estate matters are often time-sensitive and emotionally challenging, which is why I focus on making the process clear, efficient, and stress-free for all parties involved.
I cover the entire city of Oakland including Rockridge, Montclair, Temescal, Fruitvale, East Oakland, and surrounding neighborhoods. Zip codes served: 94601, 94602, 94605, 94607, 94609, 94610, 94611, and more.
I also specialize in Castro Valley date of death appraisals for estate, trust, and IRS retrospective valuations throughout central and southern Alameda County.