Retrospective & Date of Death Appraisals
Residential valuations based on a past effective date for estate, legal, and tax needs.
When Current Value Is Not the Right Number
Sometimes the question is not what a property is worth today. It is what it was worth on a prior date. That is where a retrospective appraisal comes in.
These assignments are often needed for estate matters, inherited property, tax basis work, legal disputes, or trust administration. We provide retrospective residential appraisals across Northeast Florida, including date-of-death valuation assignments when appropriate.
Request a Retrospective Appraisal →Common Use Cases
- Date-of-death value for inherited property
- Estate and probate documentation
- Tax planning and stepped-up basis support
- Trust administration
- Legal disputes requiring a historical value opinion
How It Works
We analyze the property and the market evidence that existed as of the required effective date. That means the value opinion is developed from the facts, sales, listings, and conditions relevant to that time period — not from today’s market.
Frequently Asked Questions
Is a date-of-death appraisal the same as an estate appraisal?
Not always, but they often overlap. A date-of-death appraisal is a specific type of retrospective appraisal used in estate-related situations.
Can this be done years later?
Yes, in many cases. The assignment is based on historical market data and the required effective date.
Who usually orders this?
Attorneys, accountants, trustees, heirs, executors, and personal representatives commonly order these appraisals.
Need a Value as of a Prior Date?
Call us or submit your request online and we’ll help determine the right appraisal type.