IRS-Compliant Estate & Probate Valuations

Washington Monument

Easing the Burden for Executors and Administrators.

Serving as an executor is a heavy responsibility. One of the primary duties is establishing the Fair Market Value of real estate as of the Date of Death (Retrospective Appraisal) for tax reporting and equitable distribution.

Washington Appraisal specializes in Estate & Probate valuations. We understand the sensitivity of the situation and the strict requirements of the IRS and local Probate Courts.

Why Attorneys Trust Us:

  • Retrospective Accuracy: We determine value as of a specific past date to establish a “step-up in basis.”

  • Defensible Reports: Our appraisals are built to withstand scrutiny from the IRS and beneficiaries.

  • Speed & Sensitivity: We prioritize estate files to help you close the probate process efficiently.

Services

Retrospective (Date of Death) Valuations

Trust Funding

Gift Tax Reporting

Our Simple 3-Step Process

Request a Quote

Get started with a free online quote

Schedule Your Appraisal

Choose a time that works best for you

Receive Your Report

Get your detailed, accurate appraisal quickly

Legal Partners

Commercial Appraisals

What Is an Estate or Probate Appraisal?

An estate appraisal establishes the property’s fair market value as of a specific effective date—typically the date of death.
A probate appraisal is used by attorneys or executors to meet court or IRS reporting requirements, often determining value for estate taxes or inheritance division.

Our reports comply fully with USPAP, IRS Publication 561, and local court submission standards, ensuring they are admissible and credible in any legal setting.

Estate & Probate Appraisals

Common Reasons for Estate & Probate Appraisals

Our Estate & Probate Appraisal Process

Consultation & Scope Definition

We discuss the purpose of the appraisal, effective date (often retrospective), and report format required by your attorney or accountant.

On-Site Inspection or Desktop Review

Depending on availability and court needs, we perform a full property inspection or retrospective desktop analysis.

Market Research & Analysis

We source comparable sales from the relevant time period to ensure the value reflects true market conditions at the time of death.

Report Preparation & Delivery

You’ll receive a USPAP and IRS-compliant report including photos, comparable grids, adjustments, and supporting documentation.

Follow-Up & Legal Coordination

We coordinate directly with your attorney, fiduciary, or tax professional if additional clarification is needed.

Most reports are delivered within 1–3 business days, though larger estates or multiple properties may take longer.
Call or text to confirm your timeline.

Why Executors & Attorneys Choose Washington Appraisal

Experienced Legal Appraisers

Decades of combined experience in court-accepted estate valuations.

Court & IRS Approved

All reports meet IRS Publication 561 and USPAP standards.

Trusted by Law Firms & Fiduciaries

Regularly engaged by estate attorneys, accountants, and financial planners across DC, VA, and MD.

Fast & Reliable Turnaround

Most reports delivered within 1–3 days, with full transparency if more time is required.

Empathetic, Confidential Service

We understand the sensitivity of estate-related matters and handle every case with care and discretion.

Who We Serve

Service Area

We provide estate and probate appraisals throughout:
Washington DC, Northern Virginia (Fairfax, Arlington, Loudoun, Prince William, Alexandria, Falls Church), and Maryland (Montgomery, Prince George’s, Howard, Anne Arundel, Frederick, Charles).

Ready to Request an Estate or Probate Appraisal?

Contact our team to secure a certified, court-ready valuation in DC, Virginia, or Maryland.

Get Your Free Quote