Date-of-Death Real Estate Appraisals in Ojai: What You Need to Know
When a loved one passes away, one of the most important steps in settling their estate is determining the accurate value of any real estate holdings. In a distinctive and culturally rich community like Ojai, a certified Date-of-Death appraisal ensures legal compliance with probate court, IRS estate tax requirements, and trust administration protocols.
A Date-of-Death appraisal, also called a retrospective appraisal, provides a fair market valuation of a property based on real estate market conditions as of the date the property owner passed away. This valuation uses historical data and comparable sales from that specific date—not current market conditions—and is required for:
Probate filings
IRS estate tax documentation
Trust distributions
Equitable division of inherited property
Ojai is known for its artistic community, scenic views, boutique living, and wide range of real estate—from charming vintage cottages and ranch-style homes to large estates and agricultural parcels. Property values in Ojai vary significantly depending on location, acreage, view, and zoning.
An accurate Date-of-Death appraisal in Ojai requires a certified appraiser familiar with the area’s unique characteristics, rural lots, custom homes, and market fluctuations.
You may need a Date-of-Death real estate appraisal in Ojai if you are:
An executor or administrator managing an estate
A CPA, trust attorney, or fiduciary preparing legal or tax documents
A beneficiary handling inherited property
Preparing for a trust settlement or probate-related sale
Since 2005, Pacific Home Appraisers has completed more than 5,000 certified appraisals across Southern California. We specialize in Date-of-Death, estate, and probate appraisals in both standard and complex markets like Ojai.
We are:
California Certified
Fully USPAP-compliant
Experienced with property values ranging from $250,000 to $20,000,000+
Trusted by courts, attorneys, CPAs, and fiduciaries
Scheduling the Inspection – We coordinate with your legal or estate representative for timely access.
Retrospective Market Review – We analyze comparable sales and market conditions as of the exact date of death.
Certified Report Delivery – Reports are typically completed in 5–7 business days. Rush delivery is available within 48 hours of inspection (subject to availability).
Legal and Financial Support – We provide documentation and consultation to attorneys, CPAs, and trustees.
Q: Can I use a recent appraisal instead of a retrospective one? A: No. The IRS and probate courts require a valuation based specifically on the market value as of the decedent’s exact date of death.
Q: Are your reports court and IRS compliant? A: Yes. All reports are prepared by California Certified Appraisers and follow USPAP standards, making them legally and financially valid.
Q: Do you appraise both rural and high-value residential properties in Ojai? A: Absolutely. We have extensive experience appraising homes, estates, and agricultural parcels throughout Ojai and surrounding areas.
If you need a certified Date-of-Death appraisal in Ojai, trust Pacific Home Appraisers for accurate, timely, and professional service tailored to your needs.
Call: 818-880-1466 Email: PacificHomeAppraisers@gmail.com Website: www.pacifichomeappraisers.com/Probate
Also Offering: Divorce Appraisals • Estate Valuations • Expert Testimony • Land Appraisals • Rent Surveys
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