Settling a loved one’s estate involves many legal and financial steps, and obtaining a certified Date of Death Appraisal is one of the most important—especially when real estate is involved. In a growing and diverse community like Simi Valley, an accurate retrospective appraisal ensures compliance with probate court requirements, IRS filings, and equitable distribution of property.
At Pacific Home Appraisers, we offer dependable, court-ready Date of Death Appraisals throughout Simi Valley. With over 5,000 appraisal assignments completed since 2005, we provide detailed, timely reports trusted by attorneys, CPAs, fiduciaries, and families alike.
A Date of Death Appraisal determines the fair market value of a property as of the exact date the owner passed away. This retrospective valuation relies on historical market data and comparable sales at that time—not current values.
It is typically required for:
Probate court documentation
IRS estate tax reporting
Trust administration
Step-up in basis for capital gains tax
Fair division of assets among heirs or beneficiaries
An accurate appraisal ensures that estate taxes are correctly calculated, legal requirements are met, and any potential disputes are avoided.
Simi Valley offers a wide range of property types, from affordable starter homes to large custom homes in gated communities like Indian Hills Ridge, The Bluffs, and Wood Ranch. Values can vary significantly based on location, condition, upgrades, views, and lot size.
Relying on online estimates or an out-of-area appraiser may result in:
Inaccurate valuation
IRS or court rejections
Delays in probate resolution
Disagreements among family members or heirs
At Pacific Home Appraisers, we understand the unique characteristics of the Simi Valley market and use historical, area-specific data to provide reliable, well-documented valuations.
You may need a Date of Death Appraisal if you are:
An executor or administrator managing an estate
A trustee handling property distribution
A probate attorney or CPA preparing tax documents
A family member or beneficiary needing valuation clarity
A fiduciary ensuring compliance with legal standards
Our certified reports are designed to meet the legal and tax requirements set by probate courts, the IRS, and estate professionals.
We follow a detailed and professional process to deliver accurate, court-ready appraisals.
Step One – Consultation and scheduling We confirm the date of death, gather property information, and schedule a convenient time for the inspection.
Step Two – Property inspection Our appraiser inspects the property’s condition, improvements, layout, and features. Exterior-only inspections can be arranged when appropriate.
Step Three – Historical market analysis We research comparable sales and analyze market data from the time of passing, applying professional adjustments to reflect the property’s actual value at that date.
Step Four – Certified appraisal delivery Your detailed report is delivered within five to seven business days. Rush service within 48 hours is available upon request.
Since 2005, Pacific Home Appraisers has been a trusted source for certified appraisals across Ventura and Los Angeles Counties, including hundreds in Simi Valley.
We provide:
Certified, IRS- and court-compliant reports
Expertise in Simi Valley neighborhoods and home values
Quick turnaround times with expedited options available
Clear, professional communication throughout the process
Experience in both standard and complex residential properties
Our clients include estate attorneys, CPAs, fiduciaries, and families seeking clarity and peace of mind during the estate process.
Is a Date of Death Appraisal required for probate in Simi Valley Yes. Most probate courts require a certified appraisal to determine real estate value as of the date of death.
Can a retrospective appraisal be completed if the property has already sold Yes. We use historical data and comparable sales to determine value as of the required date, regardless of whether the property has since sold.
Are tax assessments or online estimates acceptable No. Only a certified appraisal by a licensed professional is accepted for probate and IRS filings.
Can you work directly with my attorney or accountant Yes. We regularly coordinate with legal and financial professionals to ensure smooth, accurate, and compliant documentation.
We provide Date of Death Appraisal Services in all areas of Simi Valley, including:
Wood Ranch
Indian Hills
The Bluffs
Big Sky
Mountain View
Texas Tract
Gated hillside communities and view properties
From family homes to luxury custom estates, we deliver tailored valuation services based on your specific needs.
If you are managing an estate or probate matter in Simi Valley, trust Pacific Home Appraisers for certified, timely, and accurate appraisal services.
Call us today: 818-880-1466 For more information, visit: www.pacifichomeappraisers.com
Let us help you move forward with clarity, confidence, and a trusted valuation that meets all legal and financial standards.