Trust • Retrospective (Date-of-Death) • Court-Aware
Los Angeles Trust Appraisals — USPAP-Compliant, Court-Ready Valuations
Neutral valuations for trustees, attorneys, and fiduciaries—current or retrospective (date-of-death)—with exhibits aligned to step-up in basis and allocation.
Tip: Include the effective date (current vs. date-of-death) and any court deadlines with your request.
Trust Valuations Built for Trustees, Attorneys & Fiduciaries
We deliver neutral, USPAP-compliant trust appraisals across Los Angeles—SFRs, condos/lofts, and 2–4 units. Current or retrospective (date-of-death) assignments are supported with clear exhibits for step-up in basis, allocation, and record-keeping.
- ✅ Effective date clarity: current vs. date-of-death; scope aligned to file & deadlines
- ✅ Methodology: paired sales around the effective date, time adjustments, and narrative support
- ✅ Condos/lofts: HOA dues/tier, amenities, parking/storage, special assessments documented
- ✅ Complexities: hillside/view & ADUs, tenant-occupied coordination, fractional/undivided interests
- ✅ Turnarounds: rush options often 2–3 business days post-inspection when feasible
Los Angeles Neighborhoods We Cover for Trust Appraisals
From Hancock Park estates and Hollywood Hills view homes to
Koreatown towers, Silver Lake/Echo Park hillside SFRs,
Westwood & Brentwood condos—plus Mid-City, Palms,
Pico-Robertson, Fairfax, and adjoining neighborhoods. We appraise
homes, condos/lofts, and 2–4 units for trusts with court-aware narratives:
retrospective (date-of-death) values, step-up-in-basis exhibits, HOA/loft nuance, hillside/view
adjustments, and tenant-occupied coordination.
Process — Clear, Court-Aware, and Predictable
- Scope & quote: property type, effective date (current vs. date-of-death), deadlines, special issues.
- Access & inspection: photos, measurements, condition; HOA/amenities or tenant coordination as needed.
- Market analysis: paired sales around the effective date, time adjustments, condo/loft & hillside/view nuance.
- Report delivery: USPAP-compliant PDF with exhibits for step-up in basis, allocation, and record keeping.
- Support: clarification letters, reconsiderations, and testimony availability upon counsel request.
Tip: Include the effective date and any court deadlines when you submit—this helps us align comps and exhibits.
Los Angeles Trust Appraisal — FAQ
What’s the difference between current value and a retrospective (date-of-death) appraisal?
A current appraisal reflects market value as of today. A retrospective appraisal values the property
as of a prior effective date (often the date of death). We analyze sales around that past date and
apply time adjustments when supported—then document the approach in the report.
Can you support step-up in basis and trustee allocations?
Yes. Reports include exhibits (effective date, paired sales, adjustments) and a clear narrative so counsel and
the fiduciary can reference the basis step-up and any allocation decisions.
What if the home is tenant-occupied or access is limited?
We coordinate access with proper notice and document condition carefully. Photos avoid PII; personal property
is not analyzed. If interior access isn’t possible, we’ll discuss exterior-only or extraordinary assumptions with you first.
Timeline—how fast can this be completed?
Standard cases are typically delivered within a few business days after inspection and document receipt.
Rush options are often available in 2–3 business days when feasible—share deadlines up front.
Do you handle condos/lofts and 2–4 units?
Yes. We document HOA dues/tier, amenity set, parking/storage, and any special assessments; for 2–4 units we
consider utility configuration, income/expense context, and market-supported adjustments.
Can you opine on partial or undivided interests?
We can value the whole property and, when requested, discuss scope for fractional/undivided interests. Some
scenarios require additional analysis or specialists; we’ll outline options during scoping.
Is testimony or a declaration available?
Yes—upon counsel request. We also provide clarification letters and reconsideration support when needed.
Ready for a Neutral, Court-Ready Trust Appraisal in Los Angeles?
Homes, condos/lofts, and 2–4 units—USPAP-compliant reporting with retrospective (date-of-death) support, step-up in basis exhibits, HOA/loft nuance, and hillside/view adjustments.
Tip: Share the effective date (current vs. date-of-death) and any court deadlines in your initial request.
