ESTATE APPRAISAL

ESTATE APPRAISALS

Handling estate settlements and date of death appraisals is often a complex and sensitive responsibility for executors and trustees. At KO Appraisal, we specialize in delivering accurate and dependable appraisals to support you during this process. Our services are essential for:

Complying with United States Treasury Department standards
Adhering to State of California laws

Meeting IRS requirements
Maintaining the Uniform Standards of Professional Appraisal Practice (USPAP*)

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ESTATE APPRAISALS

Date of death appraisals play a critical role in tax matters, helping determine the necessity and amount of a federal estate tax return. These valuations are vital for both estate settlement and tax considerations.

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TRUSTED EXPERTISE

At KO Appraisal, we pride ourselves on providing meticulous and ethical appraisals that executors, lawyers, CPAs, and tax professionals can trust. Our thorough understanding of the estate valuation process ensures adherence to all pertinent standards and regulations.

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TRUSTED EXPERTISE

For the best outcomes, date of death appraisals should be conducted promptly. We understand that each situation is unique, so we also offer retrospective appraisals for those who cannot address these matters immediately.

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COMPASSIONATE AND PROFESSIONAL APPROACH

We are aware of the emotional difficulties families face during such times. Led by our seasoned Certified General Real Estate Appraiser, Kevin O’Brien, our team handles each appraisal with compassion and professionalism.

Estate and trust appraisals must comply with USPAP standards and be conducted by a State Certified Real Estate Appraiser. KO Appraisal is a California State Certified General Real Estate Appraiser (License #3005065).

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CONTACT OUR TEAM

For more information about our appraisal services, please contact us or call us at 760-685-8036. We are committed to helping you navigate the appraisal process with ease and accuracy.

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