Get a free Date-of-Death home value report for probate, estate planning, or stepped-up basis — personally prepared by Patrick Edgett and delivered within 24-48 hours.
No sales pitch. No obligation. Just your report, prepared personally by Patrick.
A date-of-death valuation is a retrospective estimate of a property's fair market value as of the specific date the owner passed away — not what it's worth today. It's prepared using comparable sales data from that time period to establish what a willing buyer would have paid a willing seller on that date.
This type of report is used by probate courts, CPAs, estate attorneys, and heirs to establish a stepped-up cost basis for the inherited property. The stepped-up basis can significantly reduce — or in many cases eliminate — capital gains taxes when the property is eventually sold.
It's one of the most important documents in the estate settlement process, and one of the most commonly overlooked. Getting it right matters.
Filing with the probate court and need to document the property's value at the time of death.
Calculating potential capital gains before listing the inherited property on the market.
Preparing estate tax filings or advising clients on the tax implications of an inherited property.
Tell us the property address, the date of death, and your contact information. Takes about 60 seconds.
Patrick pulls comparable sales from the date of death period and prepares your written report.
Your written date-of-death home value report arrives in your inbox within 24-48 hours.
Patrick made a complicated situation feel manageable. He knew exactly what we needed for the probate filing and had the report ready faster than we expected.
— Estate Executor, Los Angeles County
Fill out the short form below. Patrick will personally prepare your report and deliver it within 24-48 hours.
Informational only — not tax or legal advice. Consult your CPA or probate attorney for your situation.