What is an inheritance appraisal and why do I need one?

An inheritance appraisal determines the fair market value of real property received through inheritance or trust. You may need this for estate tax filings, court documents, equalization among heirs, or IRS Form 706 submissions.

How long does the inheritance or trust appraisal process take?

Most Beverly Hills inheritance and trust appraisals are completed in 5–7 business days after inspection. Expedited service is available for urgent court or tax deadlines.

Can you provide Date-of-Death or retrospective appraisals?

Yes. We routinely perform Date-of-Death and retrospective appraisals, valuing properties as of the owner's date of passing—even in cases where the death occurred years prior.

What documents do I need for an inheritance property appraisal?

You will need the property address, trust or will, legal description, APN (assessor’s parcel number), details about improvements or renovations, and contact info for your attorney or CPA.

Probate Property Valuations · Beverly Hills

Court‑Ready Probate Appraisals for Beverly Hills Estates

USPAP‑compliant probate property valuations built for executors, attorneys, and heirs of Trousdale Estates, The Flats, BHPO, and North of Sunset. Our specialists deliver confidential, defensible estate valuations for probate settlements, Date‑of‑Death reports, and IRS Form 706 filings.

Start My Probate Appraisal Download the Probate Success Kit

Serving Trousdale Estates · The Flats · BHPO · North of Sunset — Trusted luxury probate appraisal experts delivering court‑defensible and time‑sensitive valuations for estate fiduciaries.

Neutral, Court-Ready Probate Appraisals for Beverly Hills Estates

Discreet, USPAP-compliant probate property valuation for estate settlement in Beverly Hills — tailored for executors, attorneys, and fiduciaries. We deliver court-ready reports for Date-of-Death (DOD), retrospective, and complex scenarios, accounting for architecture pedigree, view premiums, lot size, privacy/security features, guest houses/ADUs, pool/spa, and North of Sunset micro-location advantages.

What’s Included

Certified, neutral USPAP appraisal (PDF), court-formatted
DOD & Alternate Valuation Date (AVD) support
Retrospective analyses & complex/luxury adjustments
Market-supported comps (The Flats, Trousdale, BHPO, North of Sunset)
Clear scope, assumptions, and reconciliation
Delivery: 3–5 business days (rush available)

Why Beverly Hills Chooses Us

Estate-focused: executor property valuation service
Trusted by attorneys, fiduciaries, and CPAs
Privacy-first process; proactive status updates
Expert handling of pedigree, view, and lot premiums

Start Your Court-Ready Probate Appraisal Download the Probate Success Kit

Serving Trousdale Estates, The Flats, BHPO (Benedict, Coldwater, Franklin Canyon), and North of Sunset with court-ready probate property valuation, date-of-death property appraisal, and estate settlement valuation for trust and probate.

Discreet probate appraisal workspace for Beverly Hills estates — dossier, legal documents, and valuation notes

Trusted by Fiduciaries, Executors & Families Across Beverly Hills

Since 1989, our certified appraisers have delivered court‑ready, IRS‑accepted inheritance & trust valuations for estates and fiduciary filings — confidentiality and accuracy trusted by Beverly Hills’ leading law firms.

Certified Residential & Estate Appraisers

State & AQB Certified • USPAP & Form 706 Compliant

Attorney‑Preferred & CPA‑Trusted

Trusted by estate, probate, & tax law professionals

Court‑Ready & IRS‑Accepted

Fully documented, defensible, and confidential

Local Expertise

Focused on Beverly Hills • Trousdale • The Flats • BHPO

Secure handling of trust, inheritance, and estate documents, signed NDAs, discreet scheduling, and personalized coordination for fiduciary teams.

Request an Inheritance & Trust Appraisal →

Or download our Inheritance Success Kit to prepare your trust or inheritance file.

Or call our Beverly Hills desk directly at (310) 955-1147 for immediate inheritance & trust consultation.

Discreet, Court‑Ready Inheritance Appraisals — Client Perspectives

Real‑world inheritance valuation examples across Trousdale Estates, The Flats, and BHPO — each handled with USPAP‑compliant neutrality, court‑defensible precision, and absolute confidentiality.

Luxury Beverly Hills mansion exterior illustrating inheritance estate resolution testimonial

“Our family’s multi‑heir inheritance involved complex Beverly Hills zoning and view adjustments. The team delivered a date‑of‑death report within days — neutral, detailed, and fully recognized in court.”

Trustee, Trousdale Estates Inheritance Case

Editorial Beverly Hills living room with inheritance documents and estate valuation testimonial

“After the loss of our parents, we needed a retrospective valuation for inheritance and trust accounting. Their experts worked quietly alongside our attorneys to produce a USPAP‑certified, tax‑ready report.”

Family Estate Group — South of Sunset

Aerial sunset view of the Beverly Hills Flats with inheritance documents for estate transition testimonial

“Inheritance planning for a multi‑parcel Flat’s portfolio was stressful until we found them. Their court‑formatted reports passed IRS review seamlessly — absolute professionalism from start to finish.”

Executor Client — The Flats Beverly Hills

Beverly Hills Inheritance & Trust Appraisals — FAQ

What is an inheritance appraisal and when is it required?

An inheritance appraisal calculates the current fair market value of property inherited after a death, usually for estate distribution, tax planning, or IRS reporting. It's often required for IRS Form 706, trust settlement, capital gains, or equalizing inheritances among multiple heirs.

What documents do I need for an inheritance appraisal?

Most commonly needed: a copy of the trust or will, property address, legal description, APN (assessor’s parcel number), details on improvements or renovations, and contact information for your attorney or CPA if applicable.

How long does the appraisal process take in Beverly Hills?

Standard inheritance or trust appraisals in Beverly Hills are completed within 5–7 business days of inspection. Rush service may be available by request for court or tax deadlines.

Who can order an inheritance or trust appraisal?

Heirs, executors, successor trustees, fiduciaries, attorneys, accountants, or family office representatives can all request a certified inheritance or trust property appraisal.

Is the appraisal accepted by the IRS and California probate court?

Yes. All appraisals are USPAP-compliant and meet IRS, federal estate tax, and California Probate Code submission requirements for inheritance and trust documentation.

Can you appraise property “as of” the date of death?

Yes. We specialize in Date-of-Death and retrospective appraisals, valuing property as of the exact date the owner passed, even if years have elapsed. This is required for IRS step-up-in-basis tax reporting and trust accountings.