Appraisals for estates, trusts, taxes, and family transfers

Every LA Value Pro report is a certified desktop appraisal of a single-family home or condominium. What changes from one assignment to the next is the purpose and the effective date. These are the situations we handle most often in Los Angeles County.

• Date-of-Death Appraisals

  The fair market value of a home on the day its owner died, for basis records, trust accounting, and estate files.

• Step-Up in Basis Appraisals

  Documents the new tax basis of an inherited home so capital gains or rental depreciation are calculated correctly.

• Trust Administration Appraisals

  A neutral value for successor trustees who must account to beneficiaries, distribute property, or arrange a buyout.

• Estate Settlement & Estate Tax Appraisals

  Values for executors and administrators settling an estate, filing Form 706, or deciding whether to sell or distribute a home.

• Gift Tax Appraisals

  Fair market value on the date a home or an interest in one is given, prepared for Form 709 reporting.

• Prop 19 Parent-Child Transfer Appraisals

  Checks the market value that drives the Prop 19 property tax calculation when a parent's home passes to a child.

• Divorce & Date-of-Separation Appraisals

  A neutral market value of the family home, current or as of the date of separation, for settlement and buyouts.

• Family Sale & Co-Owner Buyout Appraisals

  Fair market value for sales between relatives, sibling buyouts of inherited homes, and dividing co-owned property.

• Retrospective Appraisals

  Value as of any past date: a gift, a transfer into a trust, a date of separation, or the start of a tax year.

Reviewed November 2026.