Pasadena Trust & Inheritance Appraisals — Neutral, Court-Ready Valuations

In most cases, yes. A certified appraisal gives trustees a defensible fair market value for:

• Establishing a stepped-up basis at date of death (DOD)
• Equalizing distributions between beneficiaries
• Supporting IRS Form 706 and other tax filings
• Documenting your fiduciary decision-making if questions arise later

Without a formal appraisal, trustees are exposed if a beneficiary, auditor, or court challenges the value.

Trust appraisals are built for compliance and documentation, not sales or loan approvals. Online estimates and refinance appraisals rarely meet IRS or court standards. Our Pasadena trust reports:

• Use retrospective dates tied to the date of death, if needed
• Follow Uniform Standards of Professional Appraisal Practice (USPAP)
• Include supporting exhibits, adjustments, and market reconstruction for the relevant period

That’s why attorneys and CPAs ask for a dedicated trust appraisal instead of relying on bank numbers.

Yes. Most Pasadena trust assignments are retrospective, meaning we value the property as of the date of death, not today. We:

• Reconstruct historical market conditions for the DOD period
• Select time-appropriate comparables and adjust for market changes
• Document our methodology in language attorneys, CPAs, and the IRS can follow

If you’re unsure which date you need, we’ll help you and your advisor determine the correct effective date.

For most Pasadena trust appraisals, we’ll request:

• Property address and basic property details
• Date of death and relationship to the decedent
• Trust certification or pages confirming trustee authority
• Recent statements, prior appraisals, or closing statements (if available)
• Any planned actions: sale, buy-out, equalization, or refinancing

Our Trust Success Kit includes a simple checklist you can use to gather everything in one place.

Typical turn time is 5–7 business days after the site visit, depending on complexity and the number of properties in the trust. Tight court or IRS deadlines?

Let us know up front—rush options may be available for certain assignments.

Our Pasadena trust appraisals are designed to be defensible. We:

• Follow USPAP and accepted methodologies for trust work
• Support conclusions with data, narrative, and relevant exhibits
• Can provide clarification or addendums if your attorney or CPA has follow-up questions

While no one can guarantee disputes won’t arise, strong documentation gives you a clear, professional basis for every decision you make as trustee.

Pricing depends on property type, size, and complexity (multi-unit, view premiums, luxury finishes, multiple parcels, etc.). Most single-family Pasadena trust assignments fall within a predictable range.

Once we review the property details and intended use, we’ll provide a clear quote before any work begins—no surprises.

Yes. Many Pasadena properties are held by families who now live out of the area. We can:

• Coordinate access with local contacts, property managers, or Realtors
• Handle paperwork and signatures electronically
• Deliver your full report and exhibits securely via email

You get local expertise with a process that works seamlessly from wherever you’re based.