Rolling Hills Trust Appraisal Experts
Court‑ready valuations for trustees and attorneys — including retrospective “date‑of‑death” reports. Certified, independent, and defensible.
Rolling Hills Trust Appraisals — Clear, Court‑Ready, Local
Trustees, attorneys, and fiduciaries rely on our USPAP‑compliant reports for trust distributions and tax matters — including retrospective “date‑of‑death” valuations. Local market expertise across the Palos Verdes Peninsula and Rolling Hills.
What You Get
- Court‑defensible reporting: Adjustments, comparables, reconciliation, and workfile support written for attorneys.
- Retrospective valuations: “Date‑of‑death” or other as‑of dates for estate and trust administration.
- Local market insight: Rolling Hills, Rolling Hills Estates, Palos Verdes Estates, Rancho Palos Verdes, and nearby coastal cities.
- Clear communication: We coordinate with trustees, attorneys, CPAs, and beneficiaries to keep things moving.
- Transparent fees & timelines: Most assignments are quoted same‑day with a typical 3–5 business‑day delivery post‑inspection.
At‑a‑Glance
- Use Cases: Trust distribution, step‑up in basis support, litigation/mediation.
- Report Type: Full appraisal (USPAP). Review/consulting available as needed.
- Coverage: Rolling Hills & PV Peninsula + South Bay coastal corridor.
- Rush Options: Limited availability — ask during intake.
- Documentation: Attorney‑friendly exhibits and clearly written reconciliation.
How the Process Works
Clear steps. Court‑ready outcomes. We keep your trust appraisal moving without surprises.
1 Request & Intake
Tell us the trust type, parties, property address, due date, and whether a retrospective date is needed.
Typical time: 5–10 minutes
2 Documents
We coordinate with the trustee/attorney to obtain necessary documents (grant deed, prior reports, plans, permits).
3 Inspection
On‑site measurement, photos, and condition notes — respectful, discreet, and efficient.
Duration: 30–60 minutes
4 Analysis & Report
Sales comparison and reconciliation. Retrospective values supported when required (e.g., date of death).
Turnaround: 3–5 business days from inspection
Trust Appraisal Success Kit
Know exactly what to expect and how to prepare. This free kit helps trustees avoid delays and keep the process moving.
- ✅ Trustee & attorney document checklist
- ✅ Retrospective “date-of-death” guidance
- ✅ What appraisers look for during inspection
- ✅ Common delays (and how to avoid them)
- ✅ Communication tips for multiple beneficiaries
Common Questions
Answers to what trustees and attorneys in Rolling Hills ask most often.
Do you provide retrospective appraisals for “date of death”?
Yes. We regularly complete retrospective (as‑of) valuations for trust and estate purposes, including date‑of‑death.
Will the report satisfy court or fiduciary requirements?
Our reports are USPAP‑compliant and written to court and fiduciary standards. If counsel has specific instructions, we incorporate them.
What documents should the trustee have ready?
Grant deed, prior appraisals (if any), plans/permits, and relevant correspondence. We’ll provide a short checklist with your confirmation.
How fast can you deliver?
Typical turnaround is 3–5 business days from inspection. Rush options may be available depending on scope and access.
How are multiple beneficiaries handled?
We maintain independence and clear documentation to minimize disputes. We can work directly with counsel to streamline communication.
100% confidential • No pressure • Talk directly with a licensed appraiser
