Trust & Estate Valuation

Court-ready, IRS-compliant real estate appraisals for trusts, estates, and wealth transfer — trusted by fiduciaries, attorneys, and families across Greater Los Angeles.

When Real Estate is Part of the Estate, Precision Matters

We Provide Accurate, Defensible Valuations for Trust and Estate Administration

Trusts and estates often involve complex real estate holdings — and accurately valuing those assets is critical for fair distribution, tax compliance, and legacy preservation.

At Valuation Professional, we specialize in trust and estate appraisals for high-value residential properties and real estate portfolios. Our certified appraisers deliver clear, objective, and court-accepted reports for use in probate court, trust accounting, and IRS tax filings.

Whether you're a trustee, executor, attorney, or beneficiary, we help you protect your interests and fulfill your legal obligations with confidence.

Who We Serve

We provide trust & estate valuations for:

  • Trustees and Fiduciaries administering real estate assets

  • Estate Planning Attorneys requiring certified appraisals for clients

  • Executors & Personal Representatives handling probate filings

  • Heirs and Beneficiaries seeking transparency and accuracy

  • CPAs and Financial Advisors needing real property values for tax reporting

Who We Serve

We provide trust & estate valuations for:

  • Trustees and Fiduciaries administering real estate assets

  • Estate Planning Attorneys requiring certified appraisals for clients

  • Executors & Personal Representatives handling probate filings

  • Heirs and Beneficiaries seeking transparency and accuracy

  • CPAs and Financial Advisors needing real property values for tax reporting

Our simple 3-step, stress-free process:

Discovery & Problem Identification

Call us at (213) 301-0049 or fill out the free quote request form.. We’ll clarify what’s being valued, why you need it, and confirm every critical detail right from the start.

Engagement Letter & Project Scope

We formalize the appraisal with a written agreement detailing scope, fees, and timeline—so you know exactly what to expect.

Valuation Completion & Delivery

We apply recognized methods to finalize the analysis and deliver a professional, compliant appraisal report that can be submitted to probate court, the IRS, or used in trust administration.

Our simple 3-step, stress-free process:

Discovery & Problem Identification

Call us at (213) 301-0049 or fill out the free quote request form.. We’ll clarify what’s being valued, why you need it, and confirm every critical detail right from the start.

Engagement Letter & Project Scope

We formalize the appraisal with a written agreement detailing scope, fees, and timeline—so you know exactly what to expect.

Valuation Completion & Delivery

We apply recognized methods to finalize the analysis and deliver a professional, compliant appraisal report that can be submitted to probate court, the IRS, or used in trust administration.

Our simple 3-step, stress-free process:

Discovery & Problem Identification

Call us at (213) 301-0049 or fill out the free quote request form.. We’ll clarify what’s being valued, why you need it, and confirm every critical detail right from the start.

Engagement Letter & Project Scope

We formalize the appraisal with a written agreement detailing scope, fees, and timeline—so you know exactly what to expect.

Valuation Completion & Delivery

We apply recognized methods to finalize the analysis and deliver a professional, compliant appraisal report that can be submitted to probate court, the IRS, or used in trust administration.

Our simple 3-step, stress-free process:

Discovery & Problem Identification

Call us at (213) 301-0049 or fill out the free quote request form.. We’ll clarify what’s being valued, why you need it, and confirm every critical detail right from the start.

Engagement Letter & Project Scope

We formalize the appraisal with a written agreement detailing scope, fees, and timeline—so you know exactly what to expect.

Valuation Completion & Delivery

We apply recognized methods to finalize the analysis and deliver a professional, compliant appraisal report that can be submitted to probate court, the IRS, or used in trust administration.

Targeted Real Estate Appraisals
Targeted Real Estate Appraisals

Why Choose Valuation Professional for Trust & Estate Appraisals?

  • Licensed, Court-Recognized Appraisers (SRA-Designated)

  • Trusted by Attorneys, CPAs, and Fiduciaries

  • Experienced With Complex & High-Value Estates

  • Date of Death, Retrospective & Fair Market Appraisals

  • Fast Turnaround & Discreet, Professional Service

We understand the legal, financial, and emotional stakes involved in estate and trust administration — and we approach every valuation with precision and professionalism.

Common Use Cases for Trust & Estate Valuations

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Date of Death Valuations (Retrospective)

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IRS Form 706 & Estate Tax Reporting

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Probate Court Filings & Distributions

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Step-Up in Basis Planning

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Trust Accounting & Beneficiary Reporting

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Real Estate Transfers & Legacy Planning

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Multi-Property Estate Valuations & Portfolios

Request Your Trust & Estate Appraisal Today

Support Compliance. Prevent Disputes. Protect Generational Wealth.

Whether you’re managing a simple trust or administering a complex estate with multiple properties, our team will guide you through the appraisal process — with accuracy, care, and confidentiality.

SoCal’s Premier Real Estate Advisory & Valuation Company.

Frequently Asked Questions

Q: What is a trust & estate appraisal?
Q: What is a trust & estate appraisal?
Q: What is a trust & estate appraisal?
Q: What is a trust & estate appraisal?
Q: When do I need a trust or estate appraisal?
Q: When do I need a trust or estate appraisal?
Q: When do I need a trust or estate appraisal?
Q: When do I need a trust or estate appraisal?
Q: Are your reports accepted by the IRS and courts?
Q: Are your reports accepted by the IRS and courts?
Q: Are your reports accepted by the IRS and courts?
Q: Are your reports accepted by the IRS and courts?
Q. How long does a trust & estate appraisal take?
Q. How long does a trust & estate appraisal take?
Q. How long does a trust & estate appraisal take?
Q. How long does a trust & estate appraisal take?
Q: Do you offer retrospective appraisals for the date of death?
Q: Do you offer retrospective appraisals for the date of death?
Q: Do you offer retrospective appraisals for the date of death?
Q: Do you offer retrospective appraisals for the date of death?
Q: Can you value multiple properties in a trust or estate?
Q: Can you value multiple properties in a trust or estate?
Q: Can you value multiple properties in a trust or estate?
Q: Can you value multiple properties in a trust or estate?

Contact us for a free quote:

Contact us for a free quote:

Trust & Estate

Contact Us Today For a Free Quote

Call us at (213) 301-0049 or fill out the free quote form.

Contact Us Today For a Free Quote

Call us at (213) 301-0049 or fill out the free quote form.

Contact Us Today For a Free Quote

Call us at (213) 301-0049 or fill out the free quote form.

Contact Us Today For a Free Quote

Call us at (213) 301-0049 or fill out the free quote form.