Certified trust valuations for attorneys, trustees, and families — USPAP-compliant, court-ready, and delivered on time.
Court-Ready · Attorney Recommended · On-Time or Fee-Reduced
We don’t just produce a number. For trustees, attorneys, and beneficiaries, we deliver independent, court-defensible trust appraisals with clear rationale, local comps, and formatting built to withstand scrutiny.
Trust administration, date-of-death valuation for step-up in basis, partial interest transfers, and equitable distributions.
Lender appraisals are designed for underwriting—not fiduciary fairness. You need an independent report aligned to trust objectives and court expectations.
Court-Ready · Attorney Recommended · On-Time or Fee-Reduced
Legal scrutiny requires appraisals that are defensible and expertly prepared. At West Coast Evaluation, our reports meet the rigorous standards of probate courts, estate attorneys, and financial planners. Every document we produce is ready to withstand challenge — with valuation logic clearly explained and backed by local market data.
Santa Monica real estate has unique nuances — from coastal condos to historic hillside estates. Our appraisers understand the area block by block, and that hyper-local knowledge ensures your trust valuation reflects true market conditions. We’re not guessing — we’re proving value with evidence.
We respect that time is often critical in trust administration. That’s why we deliver fast, accurate reports without sacrificing detail. From first call to final document, we keep you informed and in control — ensuring every stakeholder gets what they need to move forward.
We specialize in trust appraisals throughout Santa Monica — including Ocean Park, Sunset Park, North of Montana, and the Pacific Palisades.
Our appraisers have worked across every corner of Santa Monica — from historic estates north of Montana to post-war bungalows near Ocean Park. When we say “local expertise,” we mean it.A trust appraisal is a certified valuation used for trust administration, distributions, step-up in basis, and legal filings. In Santa Monica, trustees and attorneys rely on an independent, USPAP-compliant appraisal to document fair market value that will hold up with the court and the IRS.
Any authorized party may request one, including trustees, attorneys, personal representatives, and beneficiaries when appropriate. Authorization is confirmed during intake and a formal engagement letter is provided.
Fees depend on property complexity, scope (retrospective “date-of-death,” partial interests, multi-family), and turnaround. Most single-family assignments fall within a predictable range; a fixed fee is quoted before work begins.
Typical delivery is 3–5 business days after the site visit. Rush options are available for time-sensitive court deadlines.
Yes. Reports are USPAP-compliant, include market-supported adjustments, exhibits, and clear rationale, and are formatted for legal and tax use. They are prepared to withstand examination by courts, mediators, and the IRS.
Usually, yes. Tell us the intended uses (trust administration, probate, IRS/estate tax) and any retrospective effective dates, and we’ll scope the assignment so a single report satisfies all required uses where appropriate.
All of Santa Monica, including North of Montana, Ocean Park, Sunset Park, Pico, Wilshire/Mid-City, and areas near the Pacific Palisades and Brentwood.
Get a fast, court-defensible valuation backed by local expertise. Whether you’re a trustee, attorney, or family member, our certified appraisals provide the clarity and compliance you need.
Court-Defensible · Attorney-Recommended · Local Expertise in Santa Monica
