Settling an estate after the loss of a loved one involves many important legal and financial responsibilities. One of the most critical steps—especially when real estate is involved—is obtaining a certified Date of Death Appraisal. For properties located in Thousand Oaks, this appraisal ensures the estate is properly valued in accordance with probate court requirements, IRS regulations, and trust administration protocols.
At Pacific Home Appraisers, we provide trusted, accurate, and court-ready Date of Death Appraisals across Thousand Oaks. With extensive experience in local residential markets and over 5,000 completed appraisals, our reports meet the highest standards for legal, tax, and estate purposes.
A Date of Death Appraisal—also called a retrospective appraisal—determines the fair market value of a property as of the specific date the owner passed away. Unlike current market appraisals, this type of report uses historical market data and comparable sales to establish a legally defensible value from that time.
This appraisal is required for:
Probate filings in court
IRS estate tax reporting
Trust and estate administration
Step-up in basis for capital gains tax calculations
Equitable distribution among heirs or beneficiaries
Without a certified valuation, the estate may face delays, disputes, or incorrect tax filings.
Thousand Oaks is home to a wide variety of residential properties, from traditional family homes to custom hillside estates in communities like Lynn Ranch, Dos Vientos, and Conejo Oaks. Each neighborhood has unique value drivers including location, lot size, school zoning, and property condition.
Using online estimates or general appraisers can result in:
Inaccurate valuations
IRS or court rejections
Probate delays
Legal complications or disputes between heirs
At Pacific Home Appraisers, we understand the Thousand Oaks market and the importance of property-specific details, enabling us to provide accurate and fully supported appraisal reports.
You may require a Date of Death Appraisal if you are:
An executor or administrator managing an estate
A trustee responsible for distributing real estate assets
A probate attorney or CPA preparing tax or court documents
A beneficiary needing accurate documentation
A fiduciary overseeing compliance with legal standards
Our reports are prepared to satisfy the requirements of probate courts, the IRS, financial institutions, and estate professionals.
Our approach is streamlined, confidential, and tailored to estate needs.
Step One – Consultation and scheduling We confirm the appraisal date and property details, then schedule the inspection at your convenience.
Step Two – On-site property inspection Our certified appraiser documents the home’s square footage, condition, improvements, amenities, and site characteristics. Exterior-only inspections can be arranged if necessary.
Step Three – Historical market analysis We research comparable sales from the time of passing and apply professional adjustments based on the market conditions and features specific to the property.
Step Four – Certified report delivery We deliver a certified, court-ready appraisal report within five to seven business days. Rush delivery within 48 hours is available upon request.
Since 2005, Pacific Home Appraisers has been a leading provider of Date of Death Appraisals for families, attorneys, CPAs, and fiduciaries across Ventura and Los Angeles Counties.
Why clients in Thousand Oaks trust us:
Certified reports for estate, trust, and probate cases
Extensive experience in Thousand Oaks real estate
Familiarity with local communities and property types
Responsive service with on-time delivery
Rush options for urgent court or filing deadlines
We bring accuracy, professionalism, and compassion to every appraisal we complete.
Is a Date of Death Appraisal required for probate Yes. Courts typically require a certified appraisal to determine the fair market value of real estate on the decedent’s date of death.
Can the appraisal be done if the property has already been sold Yes. A retrospective appraisal can be performed using data from the required date, even if the home was sold after that time.
Are online estimates or tax assessments valid No. Only a certified appraisal from a licensed professional is accepted for probate and IRS filings.
Can you work with my attorney or financial advisor Yes. We frequently coordinate with legal and financial professionals to ensure the appraisal meets all compliance requirements.
We provide Date of Death Appraisal Services throughout Thousand Oaks, including:
Lynn Ranch
Conejo Oaks
Sunset Hills
Lang Ranch
Dos Vientos Ranch
Wildwood
Kevington and other hillside or gated communities
From standard single-family homes to custom luxury properties, we deliver accurate and timely reports tailored to your specific needs.
If you are managing an estate, trust, or probate matter in Thousand Oaks, turn to Pacific Home Appraisers for accurate, certified, and timely appraisal services.
Call us today: 818-880-1466 For more information, visit: www.pacifichomeappraisers.com
Let us help you move forward with confidence—supported by clear valuation, experienced insight, and professional service every step of the way.