Date of death appraisals in southwest florida
Date of Death Appraisals in Southwest Florida
We provide date of death appraisals in Southwest Florida for estate, probate, and IRS reporting purposes. These retrospective appraisals determine the fair market value of real estate as of the date of death and are commonly required for estate settlement and tax filings.
What is a Date of Death Appraisal?
A date of death appraisal (also known as a retrospective appraisal) determines the value of a property as of a specific date in the past—the date the property owner passed away.
This type of appraisal is typically used for:
- IRS estate tax filings
- Probate proceedings
- Step-up in basis calculations
- Estate settlement and asset distribution
Personalized Approach
At Jack Lavoie, SRA, AI-RRS, we believe in taking a personalized approach to every appraisal project. We work closely with our clients to understand their specific needs and requirements and tailor our services accordingly.
Who Needs a Date of Death Appraisal?
We regularly work with:
- Estate and probate attorneys
- Certified public accountants (CPAs)
- Executors and personal representatives
- Heirs and family members
If you’ve been asked to obtain a date of death appraisal, we can guide you through the process and provide a clear, well-supported valuation.
Our Approach to Retrospetive Appraisals
Each appraisal is developed using market data and conditions that existed at the time of death, including:
- Comparable sales from the relevant time period
- Market trends as of the effective date
- Property characteristics and condition at that time
All reports are prepared in compliance with USPAP standards and are suitable for legal and financial use.
Why Choose Jack Lavoie, SRA, AI-RRS & MyFloridaAppraiser.com
- Experience with date of death appraisals in Southwest Florida
- Reports suitable for IRS and probate use
- Clear, well-supported documentation
- Responsive communication throughout the process
- Fast turnaround times
Date of Death Appraisals in Fort Myers & Surrounding Areas
- Fort Myers
- Cape Coral
- Naples
- Collier County
- Charlotte County
- Lee County
- Sarasota County
Frequently Asked Questions
Q. How Long does a date of death appraisal take?
A . Most reports can be completed within a few days to a week depending on complexity.
Q. What date is used for the appraisal?
A. The valuation reflects the IRS defined fair market value as of the date of death.
Q. Are these appraisals accepted by the IRS?
A. Yes. All reports are completed in accordance with USPAP standards and are suitable for IRS and legal purposes.
Request a Date of Death Appraisal
Call (239) 206-3396
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