Accurate, retrospective property valuations for estate settlement, probate, and IRS reporting after a loved one’s passing.
A Retrospective Appraisals is a specialized real estate valuation used to determine the fair market value of a property as of the owner’s date of passing. These appraisals are critical for estate settlement, probate, and tax reporting, ensuring compliance with IRS regulations and supporting equitable distribution among heirs or beneficiaries.
At Advent Appraisals, we work closely with estate attorneys, executors, financial advisors, and family members to provide timely, well-documented appraisals that meet all legal and financial requirements. Our certified appraisers are experienced in retrospective valuations and understand the unique needs of sensitive estate matters.
A Retrospective Appraisals is typically required for:
Estate Settlement & Probate – Establish the value of the decedent’s property for inheritance purposes.
IRS Tax Reporting – Ensure compliance with federal estate tax and step-up basis requirements.
Trust and Estate Planning – Help trustees and beneficiaries make informed decisions.
Asset Distribution – Support fair and documented division of real estate among heirs.
Retrospective Valuation – Determine a property’s value as of a specific past date.
These appraisals must be handled with accuracy and care, and we take pride in offering both.
We offer both current and retrospective appraisals and tailor each assignment to the client’s specific needs. Using historical data, MLS archives, local market trends, and property condition at the time of passing, we deliver a clear, defensible valuation that holds up under legal or IRS scrutiny.
Our appraisers are experienced in working with:
Estate attorneys
Executors and administrators
Trustees
Accountants and tax professionals
Family members managing the estate
We understand that this process can be emotional and stressful, which is why we handle each case with professionalism, compassion, and confidentiality.
Think your property taxes are too high? Let us provide a certified appraisal to support your appeal.
Trusted residential appraisal experts proudly serving Maryland with accuracy, integrity, and fast turnaround times.