ESTATE & INHERITED PROPERTY VALUATIONS
Date-of-Death & Inherited Property Appraisals
When residential real estate is inherited, establishing what the property was worth on the owner's date of death can be an important part of estate administration, tax planning, and future financial decisions.
Nimbus Valuations provides independent date-of-death and retrospective residential appraisals for property owners, beneficiaries, attorneys, CPAs, trustees, and fiduciaries throughout the San Francisco Bay Area and Northern California.
DATE-OF-DEATH REAL ESTATE VALUATION
Why the Property's Historical Value May Matter
When someone inherits residential real estate, today's property value may not be the only value that matters. Attorneys, CPAs, trustees, or other professionals may need to establish the property's fair market value as of the previous owner's date of death.
A date-of-death appraisal is a retrospective valuation that develops an opinion of what the property was worth as of that specific historical date. This valuation may be relevant for estate administration, tax basis considerations, beneficiary distributions, property buyouts, and other financial or legal purposes.
Stepped-Up Basis
A date-of-death appraisal may help establish a property's historical fair market value when a tax professional needs valuation information related to the basis of inherited real estate.
Estate & Trust Administration
Independent residential valuation for executors, trustees, fiduciaries, attorneys, and beneficiaries administering real estate held by an estate or trust.
Beneficiary & Sibling Buyouts
Establish an independent property value when one beneficiary intends to retain an inherited home and buy out the interests of other beneficiaries.
Retrospective Valuation
Determine an opinion of what residential real estate was worth as of a specific historical date, even when the appraisal is requested months or years later.
FOR ATTORNEYS, CPAs & FIDUCIARIES
A Residential Valuation Partner for Your Clients
Nimbus Valuations works with estate and probate attorneys, CPAs, trustees, professional fiduciaries, and other advisors who need credible residential real estate valuations for their clients.
Whether the assignment requires a current market value or a retrospective opinion of value as of a prior date of death, we provide independent appraisal analysis, clear communication, and professional reporting tailored to the requirements of the assignment.
Referrals are simple. Provide us with the property address, date of death or required effective date, client contact information, and any applicable deadline, and our team can coordinate the appraisal process from there.