Appraisals for Estate Planning and Date of Death

Estate settlement is an important and sometimes stressful task. It's up to you as a trustee to carry out the wishes of the departed as quickly and with as much dignity as possible. You can count on me to produce a valid, ethical appraisal that lawyers and CPA's can rely on if challenged by the IRS. There are required needs for everyone; I realize these requirements and am familiar with dealing with all parties involved. Because of my experience in working with attorneys and accountants and other agencies, I can provide appraisals that transcend all expectations.
Contact us promptly to discuss your unique estate appraisal requirements and how we can put our experience to work for you.

Settling an estate generally demands an appraisal to determine market value for the property affected. I empathize that in times like this, acquiring an appraisal is the furthest thought from your mind. Because of this, now and then there are times that the date of an appraisal report deviates from the date of your loss. I assure you that I am familiar with the procedures and requirements needed by the federal and California revenue agencies to perform a retrospective appraisal with an effective date and market value estimate matching the date your loved one passed away. The ethical obligations stated within the Uniform Standards of Professional Appraisal Practice (USPAP) and the Code of Professional Ethics and Standards of Professional Appraisal Practice of the Appraisal Institute binds me to confidentiality, ensuring the highest degree of privacy for you and your loved ones.

The requirement of needing a real estate appraisal when dealing with the IRS to explain income when filing documents is often not considered by most people.

Opinions of value shown in documents provided to the IRS and California agencies absolutely should be supported by an accurate appraisal report as to how the appraiser came to his conclusions. Such an appraisal report will adequately demonstrate to the IRS that the numbers and value used are accurate and correct.

I will provide a reliable and well-documented appraisal report, which will give an executor solid facts and information that will exceed IRS and revenue agency requirements.

I have experience working with local accountant's and attorney’s and cover all of Camarillo County including Camarillo, Camarillo, Santa Rosa Valley, Moorpark, Newbury Park, Dos Vientos Ranch, Thousand Oaks, Westlake Village, Agoura, Agoura Hills, Oak Park, Oxnard, Ojai, Somis, Santa Paula, Fillmore and Piru.