RETROSPECTIVE RESIDENTIAL VALUATION

Date-of-death appraisals

A supported opinion of value as of a prior date, using the market information relevant to that time.

A SCOPE BUILT AROUND THE QUESTION

Clear analysis for a specific purpose.

A retrospective appraisal is not simply today’s value moved backward. It requires research into the market, property condition, and available evidence as of the specified effective date.

THIS MAY BE HELPFUL FOR

  • Estate tax and basis questions
  • Probate and trust administration
  • Inherited property decisions
  • Historical value documentation

HOW THE ASSIGNMENT MOVES FORWARD

  1. Identify the precise effective date and assignment requirements.
  2. Develop a retrospective market analysis using period-appropriate data.
  3. Explain the evidence and final reconciliation in a defensible report.

DISCUSS THE PROPERTY AND PURPOSE

Start with a confidential conversation.

Connie will help define the appropriate scope, effective date, timing, and report for the decision in front of you.

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