Beyond the date-of-death valuation itself, estate and trust administration often calls for additional appraisal work — a current value for a pending sale, a second opinion for a disputed distribution, or documentation the IRS or a beneficiary's attorney has requested. I handle that full range of estate and trust valuation work across San Diego County.
Administering Probate and Trust Property Fairly
Whether a home is moving through probate or being distributed out of a living trust, an independent appraisal gives the executor or trustee a defensible number and gives beneficiaries confidence the division is equitable. I work regularly alongside San Diego County probate attorneys, trust administrators, and CPAs.
Current Value, Retrospective Value, or Both
Estate matters frequently require more than one date of value — the date of death, a later distribution date, or the date a co-trustee wants documented. I prepare current and retrospective valuations side by side when a matter calls for it.
Reports Written to Survive a Beneficiary Dispute
Every estate report is USPAP-compliant and organized so an attorney, a CPA, the court, and a skeptical beneficiary can each follow the same logic to the same conclusion — which is usually what keeps an estate moving instead of stalling in a dispute.
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.