Estate Settlement Valuations in Sonoma, Napa, and Marin Counties

Get reliable valuations to simplify estate settlements and protect your legacy.

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Professional Estate Appraisal Services

When someone dies, it is necessary to value all of the decedent's assets, including real property such as real estate. As part of the valuation of assets at death, a date of death valuation determines the fair market value of real estate as of the date that the owner died.

Why Date of Death Valuations Matter

This property valuation is crucial for several important purposes:

  • Determining if a federal estate tax return is due to the IRS.
  • Calculating the amount of estate tax owed (often referred to as the death tax).
  • Establishing the new income tax basis for the decedent's assets when they are passed on to the heir.
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Retrospective Appraisal Expertise

A date of death valuation requires a historical appraisal, also known as a retrospective appraisal. This specialized type of appraisal determines the fair market value of property as of a specific date in the past, which requires particular expertise and access to historical market data.

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Trusted by Estate Professionals

In Sonoma, Napa, and Marin County  attorneys, accountants, executors, and others rely on the real estate appraisal services of Gayda Valuation Service to assist in the valuation of assets at death due to our familiarity and experience in performing residential real estate appraisals of this sensitive type.

Our Approach

We understand that estate settlement is a difficult time for families. Our team approaches every estate appraisal with:

Sensitivity and Discretion

Sensitivity and Discretion

We handle each assignment with appropriate care and respect.

Historical Research

Historical Research

Thorough analysis of market conditions as they existed on the date of death.

Detailed Documentation

Detailed Documentation

Comprehensive reports that meet IRS and legal requirements.

Professional Standards

Professional Standards

Full compliance with USPAP guidelines for retrospective appraisals.

Working With Estate Professionals

Whether you're an executor, attorney, accountant, or family member handling an estate, Gayda Valuation Service provides the accurate, defensible valuations you need to properly settle the estate and comply with tax requirements.

For professional date of death valuation services in Sonoma, Napa, and Marin County, contact us at (707) 439-8389.