Santa Monica Probate Appraisals

A probate appraisal is a certified opinion of fair market value as of a specific effective date, usually the date of death or an alternate valuation date. It is used to inventory the estate, support the step-up in basis for heirs, and document value for court and tax filings.

Instead of relying on a guess or an online estimate, the court expects a formal report that analyzes comparable sales and market conditions around that date so attorneys, executors, and beneficiaries can rely on one defensible number when selling, equalizing, or holding Santa Monica property.

Yes. We specialize in retrospective and date-of-death valuations with full workfile support, formatted for California probate court expectations and IRS requirements.

All reports are USPAP-compliant and formatted for probate filings, attorney review, and potential auditor questions. Each Santa Monica assignment includes narrative support, exhibits, and a clear explanation of how value was concluded so it can hold up under scrutiny.

Yes—North of Montana, Sunset Park, Ocean Park, Wilmont, and nearby areas such as downtown and the Ocean Avenue corridor, all with neighborhood-level Santa Monica market data.

Most Santa Monica probate reports are delivered within 5 business days after the site visit, depending on complexity and whether the effective date is current or retrospective. Expedited service is available when court or filing deadlines are urgent.

Attorneys, professional fiduciaries, executors, administrators, and heirs can all request a court-ready probate appraisal. If you are managing or inheriting Santa Monica real estate, we can work directly with you and your legal or tax team to get the right report in place.