Estate & Probate Appraisals

ESTATE & PROBATE APPRAISALS

Estate & Probate Appraisals

Clear, Accurate Valuations for Estate and Probate Needs

Handling a loved one’s estate can feel overwhelming. A professionally supported valuation helps families, executors, trustees, and attorneys move forward with clarity and confidence.

As a Certified Residential Appraiser and Realtor® with over 30 years of experience in Anaheim Hills and Orange County, I provide independent, well-documented valuations that meet the requirements of probate courts, attorneys, and tax professionals.

How an Estate or Probate Appraisal Helps

Probate court documentation
Executor or trustee responsibilities
IRS reporting and step-up basis
Date-of-death valuations
Estate equalization among heirs
Trust administration
Decisions to sell or retain inherited property

Retrospective (Date-of-Death) Valuations

I provide:

Historical market analysis
Comparable sales from the required date
Adjusted valuation based on past market conditions
Reports that attorneys and tax professionals can rely on

A Calm, Supportive Approach for Families

You can expect:

Clear, patient communication
Guidance without pressure
A professional, unbiased valuation
A process that reduces stress during a difficult time

What Your Estate or Probate Appraisal Includes

Comparable sales analysis
Retrospective research when required
Adjusted and supported value conclusion
USPAP-compliant reporting

Service Area

Proudly serving Anaheim Hills, Yorba Linda, Orange, Villa Park, Anaheim, Orange County, and parts of surrounding counties.

Ready to Begin?

Submit your request through the Appraisal Intake Form.

Bilingual Support Available