When a loved one passes away, determining the fair market value of real estate for estate settlement, tax reporting, or probate court is often required. Pacific Home Appraisers provides professional, certified Date-of-Death Appraisal services in Agoura Hills, delivering accurate, court-compliant valuations tailored to IRS and legal requirements.
Since 2005, we’ve completed over 5,000 appraisals throughout Southern California, including numerous high-value estate assignments in Agoura Hills. Our local expertise and professional integrity make us a preferred partner for attorneys, accountants, and trustees handling real estate during times of transition.
A Date-of-Death Appraisal, also known as a Retrospective Appraisal, determines the fair market value of a property as of the date the property owner passed away. This valuation is essential for:
Probate court filings
IRS step-up basis calculations
Trust administration
Asset division among heirs
Estate tax reporting
These appraisals must reflect the market conditions on the date of passing, not the current market. Our reports are fully USPAP-compliant and accepted by courts, CPAs, and government agencies.
Agoura Hills is home to a range of property types, including luxury estates in gated communities, equestrian homes in Old Agoura, and custom residences in Liberty Canyon. Property values here are influenced by zoning, lot size, amenities, location, and views—factors our appraisers understand intimately.
Here’s why we’re trusted in Agoura Hills for Date-of-Death valuations:
Certified and Court-Tested: Our appraisers are licensed and qualified to perform IRS and probate-compliant reports.
Local Market Expertise: We know the unique nuances of Agoura Hills neighborhoods, from Malibou Lake to Morrison Ranch.
Fast, Reliable Turnaround: Standard delivery in 3–5 business days, with 48-hour rush service available upon request.
Defensible Reporting: Every report includes comparable sales, market trends, and a clear narrative to support the value conclusion.
Our clients include:
Attorneys managing probate or trust cases
CPAs and tax professionals requiring a step-up basis
Trustees and executors distributing estate assets
Heirs and beneficiaries seeking a fair value of inherited property
Financial advisors developing estate plans and asset protection strategies
Initial Consultation: We discuss the date of death, property address, and purpose of the report.
Onsite Inspection: A certified appraiser inspects the property’s current condition (even though the value is retrospective).
Market Research: We analyze comparable sales from the relevant date, not current listings, to determine fair market value as of the passing.
Report Delivery: A clear, legally defensible report is delivered—ready for submission to probate court, the IRS, or estate planning professionals.
Ongoing Support: We remain available to answer questions, provide clarifications, or update the report if required by the court or counsel.
Agoura Hills is a community with strong demand, limited inventory, and diverse property features. From view-lot homes near the Santa Monica Mountains to ranch-style properties in rural pockets, real estate in this area reflects broad value ranges.
Our appraisal team accounts for:
Lot size and usable land
Equine zoning or restrictions
School district impact (e.g., Las Virgenes Unified)
HOA or gated community premiums
Recent market activity prior to the date of death
?? Call: 818-880-1466 ?? Website: www.pacifichomeappraisers.com/Probate
If you're managing a family estate, navigating probate, or assisting a client with inheritance-related property matters, let Pacific Home Appraisers provide the expert support you need. Our Agoura Hills Date-of-Death Appraisal services are timely, accurate, and backed by local insight.
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