Estates and trusts
Estate and Trust Appraisals for California Real Estate
Estate and trust appraisals of commercial and related residential property for trustees, executors, attorneys and CPAs, anywhere in California. One firm can handle the whole estate, from the shopping center to the family home.
Rush commercial appraisals in 5 to 7 business daysStatewide California
What is included
- Date-of-death appraisals
- Trust administration and allocation between beneficiaries
- Stepped-up basis support for your CPA
- Estate tax filing support (Form 706)
- Retrospective appraisals for past dates
- Commercial and related residential property
Who it is for: Successor trustees, executors, heirs, estate and trust attorneys and CPAs.
Values that hold up when they are questioned
Estate and trust values get read closely: by CPAs, by beneficiaries, sometimes by opposing counsel. Our narrative reports show the market on the effective date, the comparables from that time and the reasoning, so anyone reviewing the file can follow it.
This page is general information, not legal or tax advice. Talk to your attorney or CPA about your situation.
Talk to the appraiser, not a portal
Settling an estate is hard enough. When the attorney or CPA has a question, they can call the appraiser who wrote the report at (805) 990-9700.
The full range
Every commercial property type. Every kind of commercial appraisal.
This page covers one kind of assignment. Our team appraises all of these, anywhere in California. Not on the list? Call or text (805) 990-9700 and ask.
Property types
- Office
- Retail
- Industrial and warehouse
- Multifamily and apartments
- Mixed-use
- Gas stations
- Hotels and motels
- Land and development
- Vineyards, wineries and ag
- New construction and subdivisions
- Medical
- Residential care facilities
- Religious facilities
- Cannabis properties
- Special-use properties
- High-end residential
Appraisal types
- Hard and private money lending
- Construction and as-complete
- Fix-and-flip and ARV
- Purchase and refinance
- Divorce and dissolution
- Estate and trust
- Date of death and step-up basis
- Retroactive and retrospective
- Litigation and partnership disputes
- Partition
- Tax appraisal and tax appeal
- Eminent domain and condemnation
- Fractional and partial interest
- Casualty loss and insurance
- Leasehold estates
- Highest and best use and feasibility
- Due diligence and consulting
- Multi-property portfolios
- Rush commercial
Frequently Asked Questions
Do trusts need an appraisal?
Often, yes. Trust property usually passes outside probate, so trustees commonly rely on a private appraisal for values. Ask your attorney or CPA what applies to you.
Can you appraise property as of a past date?
Yes. Retrospective appraisals value a property as of a past date using market data from that time.
Do you appraise the residential property in an estate too?
Yes. When a home is part of an estate or trust that includes commercial property, we appraise it as well, so the family works with one firm.
When is the change in ownership statement due after a death?
Under Revenue and Taxation Code Section 480(b), when real property passes by reason of death, including through a trust, the trustee or the transferee files a change in ownership statement (form BOE-502-D) in each county where the decedent owned real property within 150 days after the date of death. If the estate is probated, it is filed before or at the time the inventory and appraisal is filed. Ask your attorney about your situation.
Related
Date of Death Appraisals
Values as of the date of death for trusts, estates and basis.
Learn more →Retroactive Appraisals
Value as of a date in the past for estates, divorce, tax and litigation.
Learn more →Property Tax Appeal Appraisals
Prop 8 decline-in-value and assessment appeal appraisals for California commercial property.
Learn more →Portfolio Appraisals
One appraisal firm for every property in a California portfolio, any county, any property type.
Learn more →Trust administration: when a successor trustee needs an appraisal
From Appraisal Insights.
Read the guide →Date of death appraisal in California: a guide
From Appraisal Insights.
Read the guide →Date of Death Appraisal in Los Angeles | PM Appraisal
From Appraisal Insights.
Read the guide →Fractional interest appraisals in California
From Appraisal Insights.
Read the guide →Farm and ranch appraisals in California
From Appraisal Insights.
Read the guide →Date of Death Appraisal in Orange County | PM Appraisal
From Appraisal Insights.
Read the guide →Commercial appraisal in Santa Barbara and Ventura
Santa Barbara, Ventura, Oxnard, Thousand Oaks, Santa Maria and every city in both counties: property types, local factors and courts.
See the page →Attorneys and CPAs: scope it on a call.
Call or text (805) 990-9700 to scope a date-of-death, divorce or retroactive appraisal with the appraiser who will do the work.