Managing a loved one’s estate involves many important steps, and one of the most critical is obtaining a certified Date of Death Appraisal. In a diverse and high-value market like Encino, having an accurate property valuation as of the date of passing is essential for probate, tax filings, and equitable asset distribution. Whether you are an executor, attorney, or family member, a reliable appraisal ensures the estate is handled correctly and in compliance with all legal requirements.
Pacific Home Appraisers provides trusted, IRS-compliant Date of Death Appraisals throughout Encino. With decades of experience and in-depth knowledge of the San Fernando Valley market, we deliver precise, court-ready reports for legal, financial, and personal use.
A Date of Death Appraisal (also called a retrospective appraisal) determines the fair market value of a property as of the date the owner passed away. This is different from a current market appraisal and requires historical sales analysis, local market trends, and property-specific adjustments based on the property’s condition at that time.
This appraisal is required for:
Probate court filings
IRS estate tax submissions
Trust and estate administration
Inheritance distribution
Step-up in basis for capital gains tax
A properly conducted Date of Death Appraisal helps avoid tax miscalculations, legal challenges, and valuation disputes.
The Encino real estate market includes a wide range of properties—from traditional ranch-style homes to gated luxury estates in the hills. Neighborhoods like Amestoy Estates, Royal Oaks, and Encino Woods have distinct pricing patterns and property features that significantly impact value.
Online tools and out-of-area appraisers often miss these local nuances. Inaccurate valuations can lead to:
Delays in probate and trust administration
IRS challenges or audits
Disagreements among beneficiaries
Overpayment of taxes
At Pacific Home Appraisers, we understand Encino’s micro-markets, historic values, and architectural diversity, allowing us to produce highly accurate and well-supported appraisal reports.
You may need a Date of Death Appraisal if you are:
An executor or administrator managing an estate
A trustee responsible for real property distribution
A CPA or attorney filing estate or inheritance tax returns
A family member involved in the inheritance process
A beneficiary requiring documented property value
A fiduciary working to ensure compliance with probate law
Whether the property is being held, transferred, or sold, a certified appraisal helps ensure transparency, fairness, and proper legal documentation.
We follow a clear, efficient, and professional process from start to finish.
Step One – Consultation and scheduling We begin by collecting basic property information and confirming the date of death. Then we schedule the appraisal inspection at a convenient time.
Step Two – Property inspection Our appraiser conducts a thorough on-site inspection, or exterior-only when needed. Details such as square footage, upgrades, lot size, and condition are documented.
Step Three – Historical analysis and valuation We research historical comparables and apply adjustments based on market activity at the time of passing. Our analysis reflects actual market conditions as of the required date.
Step Four – Report delivery We deliver a certified, court-ready appraisal report within five to seven business days. Rush delivery within 48 hours is available when needed.
With more than 5,000 completed assignments since 2005, Pacific Home Appraisers is a trusted resource for estate, trust, and probate appraisals across the San Fernando Valley.
What sets us apart:
Extensive experience in Encino real estate
Certified for legal and IRS-compliant appraisals
Accurate, professional, and fully supported valuation reports
Familiarity with luxury, mid-century, and hillside properties
Timely delivery and optional rush services available
We understand the sensitivity and complexity of estate matters. Our goal is to deliver clarity and professionalism at every step.
Is a Date of Death Appraisal required for probate Yes. Most courts and legal professionals require a certified appraisal for real estate assets included in the probate process.
What if the home was already sold That’s not a problem. We can still conduct a retrospective appraisal using data from the time of death, even if the sale occurred afterward.
Can I use a tax assessment or online estimate No. These values are not recognized by the IRS or courts. Only a certified appraisal prepared by a licensed professional meets legal requirements.
Can you work directly with my attorney or CPA Yes. We often coordinate with legal and financial professionals to ensure your report meets filing standards and timelines.
We provide Date of Death Appraisal Services throughout all of Encino, including:
Amestoy Estates
Royal Oaks
Encino Woods
South of the Boulevard
Lake Encino
Balboa Highlands
Gated and hillside properties across the community
We are equipped to appraise everything from single-story family homes to gated estates and view properties.
If you’re handling a trust, estate, or probate case involving real property in Encino, rely on Pacific Home Appraisers for accurate, certified appraisal services.
Call us today 818-880-1466 For more information, visit: www.pacifichomeappraisers.com
Let us help you move forward with confidence, knowing your valuation is handled with accuracy, expertise, and respect.