When a loved one passes away, managing their estate often includes the important task of valuing real property. In a high-value market like Beverly Hills, obtaining a certified Date of Death Appraisal is essential for legal, tax, and financial clarity. Whether you are an executor, trustee, attorney, or beneficiary, a professional appraisal ensures the estate is accurately assessed and compliant with all necessary regulations.
At Pacific Home Appraisers, we specialize in providing IRS-compliant, court-ready Date of Death Appraisals for residential properties throughout Beverly Hills. With decades of experience and a deep understanding of the local luxury real estate market, we deliver reliable, retrospective valuations that stand up to legal and financial review.
A Date of Death Appraisal is a retrospective valuation of a property as of the day a person passed away. Unlike a standard appraisal that reflects current market value, this type of appraisal reviews historical market data and comparable property sales from the exact date of death.
This valuation is required for:
Probate court filings
IRS estate tax submissions
Trust administration
Beneficiary asset distribution
Step-up in basis capital gains tax planning
An accurate and certified Date of Death Appraisal helps prevent legal delays, tax complications, and valuation disputes.
Beverly Hills is home to some of the most luxurious and complex residential properties in the country. From gated estates in the Flats to hillside villas in the 90210 zip code, values vary dramatically based on location, design, view, and architecture.
National data sources or inexperienced appraisers may fail to understand the subtleties of Beverly Hills' high-end market. This can lead to:
Inaccurate valuations
Disputes between heirs or beneficiaries
Issues with IRS compliance
Delays in court filings or tax planning
Our team at Pacific Home Appraisers brings local expertise, historical sales knowledge, and meticulous research to every Beverly Hills Date of Death Appraisal we complete.
You may require a Date of Death Appraisal if you are:
An executor or administrator of an estate
A trustee managing property in a trust
A probate attorney or CPA representing an estate
A family member seeking fair distribution of inherited assets
A beneficiary filing for tax or legal purposes
A fiduciary or professional advisor needing verified market value
Whether the property is being held, transferred, or sold, a certified appraisal is a critical document in the estate settlement process.
We provide a straightforward and professional process from start to finish. Here’s what you can expect:
Step One: Consultation and scheduling We gather details about the property and schedule the inspection. We also clarify the exact date of death for the retrospective valuation.
Step Two: Property inspection We conduct either a full interior/exterior walkthrough or exterior-only inspection, depending on access and client needs.
Step Three: Market research and analysis We review sales data, property characteristics, and market conditions from the specific time period, ensuring accurate and supported valuations.
Step Four: Certified appraisal delivery Our team delivers a court-ready Date of Death Appraisal Report within five to seven business days. Expedited 48-hour delivery is available upon request.
Since 2005, Pacific Home Appraisers has completed over 5,000 residential appraisals across Los Angeles County, including numerous properties in Beverly Hills. We are a trusted resource for families, attorneys, and financial professionals seeking dependable real estate valuations.
Our service includes:
Decades of experience in luxury home appraisals
Full compliance with IRS and legal standards
Detailed, narrative-style reports accepted in court
Strong understanding of Beverly Hills’ unique real estate trends
Professional communication, quick scheduling, and on-time delivery
Is a Date of Death Appraisal required for probate in Beverly Hills Yes. Probate courts typically require a certified appraisal to determine the fair market value of real property as of the decedent’s date of death.
What if the home has already been sold A retrospective appraisal can still be completed using sales data from the specific date of death. This is common in estate and tax situations.
Can I use the tax assessor’s valuation instead No. County tax assessments are not sufficient for legal or IRS purposes. A certified Date of Death Appraisal is the appropriate document.
Can you work with my attorney or CPA Yes. We frequently coordinate directly with attorneys, fiduciaries, and tax professionals to ensure accurate and timely reporting.
We provide Date of Death Appraisal Services throughout all Beverly Hills neighborhoods, including:
The Flats of Beverly Hills
Beverly Hills Post Office (BHPO)
Benedict Canyon
Coldwater Canyon
Rodeo Drive area
Beverly Hills Gateway
Trousdale Estates
Whether the property is a luxury estate, historic home, or modern build, we provide valuation services with discretion, professionalism, and accuracy.
If you need a certified and court-compliant Date of Death Appraisal in Beverly Hills, we are ready to assist with reliable, professional service tailored to your legal and financial needs.
Call us today: 818-880-1466 For more information, visit: www.pacifichomeappraisers.com
We are committed to providing accurate, timely, and trusted valuation services during your most important transitions. Let us help you move forward with clarity and peace of mind.