When a loved one passes, determining the accurate value of real estate in Sherman Oaks is a critical step in the estate settlement process. At Pacific Home Appraisers, we provide certified Date-of-Death Appraisal services in Sherman Oaks designed for probate court, trust administration, IRS reporting, and step-up basis evaluations.
With over 5,000 appraisal assignments completed since 2005, our team brings extensive experience in Sherman Oaks’ diverse real estate landscape—from hillside view homes in the south to traditional ranch-style properties near Ventura Boulevard. Every appraisal we provide is tailored, timely, and compliant with legal and financial requirements.
A Date-of-Death Appraisal, also referred to as a Retrospective Appraisal, determines the market value of a property as of the date the owner passed away. It is commonly required for:
Probate court submissions
IRS estate tax returns
Trust administration and fiduciary decisions
Equitable distribution of estate assets
Legal and financial planning related to inheritance
These appraisals rely on market data from the date of death, not today’s prices, requiring professional analysis and historical insight.
Sherman Oaks presents a complex blend of property types, values, and zoning. From luxury estates south of Ventura Boulevard to condos, duplexes, and family homes near Chandler Estates or Magnolia Woods, no two properties are alike.
We provide:
Court-Ready, USPAP-Compliant Reports accepted by attorneys, probate courts, CPAs, and the IRS
Local Market Expertise with in-depth knowledge of Sherman Oaks' micro-neighborhoods and property nuances
Reliable Turnaround Times with reports delivered in 5–7 business days, and 48-hour rush service available
Clear, Defensible Valuations tailored for legal, tax, and estate purposes
Our Date-of-Death Appraisal services in Sherman Oaks assist:
Probate and estate attorneys preparing court documents
CPAs and tax professionals calculating step-up basis and estate taxes
Trustees and executors managing real estate holdings
Heirs and beneficiaries verifying property value for inheritance
Estate planners and fiduciaries overseeing large or complex portfolios
Initial Consultation – We determine the date of death, property details, and intended use of the appraisal
Onsite Property Inspection – A certified appraiser visits the property to assess its condition and characteristics
Historical Market Research – We gather and analyze comparable sales near the valuation date
Report Preparation – A fully compliant and court-acceptable report is delivered for probate, IRS, or trust use
Post-Delivery Support – We remain available to provide follow-up clarification or legal documentation as needed
Property values in Sherman Oaks vary based on location, lot size, architecture, and school district. Notable areas like Longridge Estates, Hidden Woods, and Chandler Estates can command premium values due to neighborhood appeal, views, or privacy.
We carefully analyze:
Local sales data near the valuation date
Property upgrades and site influences
Zoning, condition, and market positioning
Neighborhood trends specific to each section of Sherman Oaks
?? Call: 818-880-1466 ?? Website: www.pacifichomeappraisers.com/Probate
Trust Pacific Home Appraisers for accurate, certified Date-of-Death Appraisals in Sherman Oaks. Whether for court submission, estate planning, or IRS compliance, we deliver the expertise and professionalism needed to support your estate goals.
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