Handling a loved one’s estate in Malibu requires more than just real estate experience—it requires precision, legal compliance, and local expertise. At Pacific Home Appraisers, we specialize in Date-of-Death Appraisal services in Malibu, providing certified, court-ready reports tailored to estates, probate court, and IRS reporting requirements.
With over 5,000 completed appraisals since 2005, our firm has extensive experience across Malibu’s luxury market—from beachfront homes on Carbon Beach to expansive estates in Serra Retreat and Malibu Park. Every property is unique, and our appraisals reflect that.
A Date-of-Death Appraisal (also called a Retrospective Appraisal) establishes the fair market value of a property as of the date the owner passed away. This valuation is critical for:
Probate court proceedings
IRS estate tax reporting
Step-up basis calculations
Trust administration and estate planning
Distribution of real estate among heirs
Unlike current appraisals, these reports must analyze historical sales data from the time of death and interpret the local market accordingly.
Malibu’s real estate market is among the most diverse and high-value in the country, with properties ranging from oceanfront estates to hillside homes and rural ranches. Proper valuation demands a deep understanding of its micro-markets, land use restrictions, and high-end amenities.
Here’s what sets us apart:
USPAP-Compliant Reports: Accepted by courts, the IRS, and legal professionals
Local Market Insight: We understand the nuances of Point Dume, Broad Beach, La Costa, and other distinct Malibu neighborhoods
Fast Turnaround: Standard report delivery in 5–7 business days, with 48-hour rush service available
Legal & Financial Utility: Reports tailored for use by attorneys, CPAs, trustees, and heirs
Probate and estate attorneys
CPAs and tax professionals handling step-up basis or estate tax matters
Trustees, executors, and fiduciaries managing real estate assets
Heirs and beneficiaries requiring documented property values
Financial and estate planners executing legacy strategies
Initial Consultation: We verify the date of death, property details, and appraisal goals
Onsite Property Inspection: A certified appraiser documents the home’s condition, features, and upgrades
Market Analysis: We research and apply comparable sales from the time of the owner’s passing
Report Delivery: You receive a clear, comprehensive appraisal ready for legal, financial, or IRS submission
Ongoing Support: We remain available to attorneys, CPAs, and family members for any follow-up needs
Property values in Malibu are driven by location, views, lot size, beach access, construction quality, and privacy. Whether it's an oceanfront estate or a secluded canyon home, every property’s valuation is tied to hyper-local factors.
We assess:
Coastal Commission restrictions
Beach rights and bluff-top value
Gated private roads and architectural uniqueness
Historic market activity around the valuation date
Our reports provide clarity for courts, tax professionals, and family members navigating high-value estate matters.
?? Call: 818-880-1466 ?? Website: www.pacifichomeappraisers.com/Probate
For accurate, certified, and court-accepted Date-of-Death Appraisals in Malibu, Pacific Home Appraisers delivers professional service, timely turnaround, and local expertise you can rely on. We help families, attorneys, and fiduciaries make informed decisions with confidence.
#DateOfDeathAppraisalMalibu #MalibuEstateAppraiser #ProbateAppraisalMalibu #RetrospectiveAppraisalMalibu #CertifiedAppraiserMalibu #MalibuRealEstateAppraiser #PacificHomeAppraisers