Inheritance Appraisals in Manhattan Beach
Date-of-Death • Step-Up Basis • IRS Compliant

Certified, USPAP-compliant valuations trusted by executors, attorneys, and beneficiaries across Manhattan Beach — from the Hill Section to the Sand Section. Built for IRS Form 706, probate filings, and equitable distributions.

Court-Defensible • Retrospective Dates • Trusted Local Experts

“Don’t worry—we’ve got this.”

Inheritance Appraisals That Stand Up with the IRS & in Court

Retrospective, USPAP-compliant valuations for Date-of-Death, step-up basis, IRS Form 706, probate filings, and equitable distributions across Manhattan Beach — Sand, Tree, and Hill Sections, Manhattan Village, and East MB.

Fair Market Value (FMV) Retrospective Effective Dates Court-Defensible Reports Attorney & Executor Ready

When you need an inheritance appraisal

  • Date-of-Death valuation for estate settlement or step-up basis.
  • IRS Form 706 or California probate filings.
  • Multiple heirs → equitable distribution and dispute resolution.
  • Trust administration or partial/undivided interests.
  • Bank/opposing party using internal values and you need leverage.

What you’ll receive

  • USPAP-compliant narrative appraisal (PDF); workfile available on request.
  • Retrospective effective date set to the decedent’s Date-of-Death.
  • FMV conclusion with market-supported adjustments and comps.
  • Court-ready certification, exhibits, and neighborhood maps.
  • Typical turn time 3–5 business days after property access.
Start Your Appraisal 📥 Inheritance Success Kit

Serving Manhattan Beach and the South Bay Estate Community

“Aerial view of Manhattan Beach homes at golden hour with soft ocean light and upscale coastal properties in view.”

Frequently Asked Questions About Trust Appraisals in Manhattan Beach

Standard turnarounds are 3–5 business days after inspection. Need it sooner? We offer rush options subject to property access and complexity.
Yes. Reports are prepared by a state-certified appraiser and follow USPAP standards. When required, we provide retrospective (as-of) dates and include the necessary workfile support for legal/IRS review.
Absolutely. We frequently deliver as-of effective dates (including Date of Death) using comparable sales and market data from the relevant period, supported by a full USPAP workfile.
We appraise single or multiple assets—SFR, condos, income units—across Manhattan Beach. For coastal/unique properties, we expand the comp set and market analysis to ensure a credible, defensible value.
Our process is independent and evidence-based. We document selection of comps, adjustments, and reconciliation. If needed, we provide consulting or rebuttal services and can coordinate with attorneys/CPAs.
Provide the property address, trustee contact, target date (and as-of date if needed). We’ll schedule the inspection with the occupant/agent and share a short prep checklist. Start here: Trust Intake Form or grab the Success Kit.

Ready to Settle Your Estate with Confidence?

Certified appraisals tailored to inheritance needs in Manhattan Beach.
Accurate, defensible, and delivered fast for peace of mind.

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