East Bay Date of Death Appraiser › San Francisco Date of Death Appraisal › Estate Appraisal
Before selecting comparable sales, the appraiser needs to know what the value will be used for. A historical tax-basis question, a current sale decision, an heir buyout, and an asset-distribution question can call for different effective dates and different appraisal scopes.
A house may have had one fair market value when the owner died and a different value when the estate is ready to sell it. If both questions matter, they should not be blurred into a single number.
An estate may hold a condominium, TIC interest, detached house, attached home, two-to-four-unit property, or an unusual older residence. The appraisal should reflect the actual property rights, physical characteristics, and competitive market rather than treating all San Francisco residential assets as interchangeable.
A broker's recommended list price serves a marketing purpose. An estate appraisal develops an independent opinion of value for a defined intended use and effective date, giving executors, trustees, heirs, and advisers a separate valuation reference.
For probate, estate settlement, trust administration, IRS reporting, and stepped-up basis purposes in this area, see the main San Francisco date of death appraisal page or the broader James Valdez appraisal service areas.
Desktop retrospective appraisals for probate, estate settlement, trusts, stepped-up basis, and IRS reporting.