Estate Planning & Date of Death Appraisals

At Everest House Valuation Services, we provide certified Date of Death appraisals throughout the Twin Cities Metro area. These appraisals establish a property’s value as of the owner’s date of death, rather than its current value. This is known as a retrospective appraisal and is often needed for estate settlement, probate, tax, or legal purposes.

Clear Reporting During a Difficult Time

Each Date of Death appraisal is completed with careful research, clear communication, local market knowledge, and respect for the circumstances surrounding the assignment. We provide reliable appraisal services for families, attorneys, accountants, executors, and personal representatives. When the appraisal is prepared for estate tax, IRS reporting, or related purposes, the opinion of value is developed using the IRS definition of Fair Market Value, and the Internal Revenue Service is identified as an intended user of the appraisal report when applicable.

Support for Attorneys, Accountants, Executors, and Families

Settling an estate can involve many moving parts, and real estate is often one of the largest assets involved. A certified Date of Death appraisal provides a reliable, independent value opinion that can help support estate settlement decisions.

Date of Death appraisals are often needed for:

Probate matters
estate tax, tax basis, or stepped-up basis documentation
Trust administration
Inheritance or asset distribution
Buyout or transfer between heirs
Sale planning after the owner’s death
Attorney or accountant file documentation

Retrospective Appraisals

A Date of Death appraisal is a retrospective appraisal, meaning the value opinion is developed as of a prior effective date. The appraisal does not simply reflect what the home is worth today. Instead, the analysis considers the market conditions, comparable sales, and property characteristics relevant to the date of death.

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Have questions? Click here to contact us or call at 612-968-0518.

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