Settling an estate in Santa Monica requires precise, court-compliant real estate valuation. At Pacific Home Appraisers, we specialize in delivering accurate, timely, and certified Date-of-Death Appraisal services in Santa Monica, designed specifically for use in probate proceedings, trust administration, IRS reporting, and estate tax planning.
With over 5,000 appraisal assignments completed since 2005, our team brings deep expertise in Santa Monica’s diverse real estate market—from Ocean Avenue high-rises and North of Montana estates to Sunset Park bungalows and the Wilshire-Montana corridor. Our local knowledge ensures that each report is both accurate and legally defensible.
A Date-of-Death Appraisal, also referred to as a Retrospective Appraisal, determines the fair market value of a property as of the date the owner passed away. These appraisals are essential for:
Probate court filings
IRS step-up basis documentation
Trust administration
Estate tax planning and reporting
Equitable distribution among heirs
This type of valuation requires analyzing historical market conditions and comparable sales near the date of death—not present-day values.
Santa Monica's property values are influenced by location, walkability, ocean views, school zones, and architectural uniqueness. Accurately appraising property in this highly variable market demands detailed insight and expert analysis.
We offer:
Certified, USPAP-Compliant Reports: Accepted by probate courts, IRS, and legal professionals
Hyper-Local Market Knowledge: In-depth familiarity with submarkets like North of Montana, Ocean Park, and Sunset Park
Reliable Turnaround Times: Standard delivery in 5–7 business days, with rush service available in 48 hours
Expert Support: Clear documentation and ongoing availability for attorneys, fiduciaries, and CPAs
Probate and estate attorneys handling legal filings
CPAs and tax professionals preparing IRS reports
Trustees and executors distributing real estate assets
Heirs and beneficiaries needing documentation of value
Estate planners and financial advisors managing wealth transitions
Initial Consultation – We confirm the property’s details, effective date of value, and intended use
Onsite Property Inspection – A certified appraiser evaluates the condition, upgrades, and features of the home
Historical Market Analysis – We analyze comparable sales based on the date of death to establish retrospective market value
Report Completion – A clear, comprehensive appraisal report is delivered for court, tax, or fiduciary use
Follow-Up Support – We remain available for clarification, legal questions, or updates as needed
Santa Monica's residential real estate is highly segmented. Valuation depends on specific factors like:
Distance to the beach and views
Historic or architectural designation
Lot size, zoning, and redevelopment potential
Proximity to top-rated schools, shopping, and transit
We understand how each of these elements impacts value at a specific moment in time—and our appraisals reflect those nuances accurately.
?? Call: 818-880-1466 ?? Website: www.pacifichomeappraisers.com/Probate
For accurate and timely Date-of-Death Appraisals in Santa Monica, trust Pacific Home Appraisers. We provide reliable, court-accepted valuations that meet the needs of families, attorneys, CPAs, and trustees managing probate or estate matters.
#DateOfDeathAppraisalSantaMonica #SantaMonicaEstateAppraiser #ProbateAppraisalSantaMonica #RetrospectiveAppraisalSantaMonica #CertifiedAppraiserSantaMonica #RealEstateAppraiserSantaMonica #PacificHomeAppraisers