Inherited a Property? The Wrong Date of Death Value Could Create Problems Later
You inherited a property. Now someone is asking: “What was it worth when the owner died?”
That sounds simple—until you realize today's value may not be the value you need.
For heirs and families navigating probate, estate administration, or potential tax reporting, establishing the correct historical fair market value can become an important part of settling an estate. Waiting too long, relying on an online estimate, or using a value that isn't adequately supported could leave you scrambling for documentation when an attorney, CPA, or tax authority asks how the value was determined.
If you're searching “Do I need a Date of Death appraisal?” “Date of Death appraisal near me,” “IRS qualified appraiser near me,” or “Who does a Date of Death appraisal?”, you're probably trying to answer the same question:
What do I need to do now to protect myself and properly document the property's value?
Start with these five steps.
1. Confirm Whether You Need a Date of Death Appraisal
Start by speaking with your estate attorney, CPA, or tax professional about the valuation requirements for your situation.
A retrospective appraisal may be needed to establish the property's historical fair market value for estate administration, probate, tax reporting, or determining the basis of inherited real estate.
2. Identify the Correct Date of Value
The effective date is critical.
If the property owner passed away in 2023 but you're ordering the appraisal in 2026, the appraiser researches the market as it existed around the 2023 Date of Death.
That means analyzing historical sales and market conditions rather than simply estimating today's value.
3. Gather Historical Property Information
Try to document what the property was like as of the Date of Death.
Photos, previous listings, repair records, renovation invoices, leases, surveys, tax records, and other historical information can help the appraiser understand the property's condition at that time.
4. Hire an Appraiser With the Right Competency
If you're searching for a Date of Death appraisal near me or an IRS qualified appraiser near me, look beyond the credential alone.
The appraiser should have experience with the property type, local market, retrospective valuation, and intended use of the appraisal.
For properties throughout Atlanta and the surrounding Metro Atlanta market, local market knowledge can be particularly important when researching historical values.
5. Don't Wait Until You Need the Appraisal
Historical valuations can become more difficult as time passes.
Market data changes, properties are renovated, records disappear, and reconstructing the property's previous condition can become more challenging.
If you've inherited real estate and expect to need a valuation, consider addressing the appraisal early in the probate or estate process.
Need a Date of Death Appraisal in Metro Atlanta?
R.E.I. Valuations & Advisory provides Date of Death and retrospective real estate appraisal services for heirs, executors, property owners, attorneys, and estate professionals throughout Metro Atlanta.
Bonus: Your initial consultation includes a complimentary review of the property, Date of Death, intended use, and available property information before the appraisal begins.
Because retrospective appraisals require additional historical market research, a limited number of these assignments can be accepted at a time. If you're currently navigating probate or settling an estate, consider getting the valuation process started before approaching filing, sale, or distribution deadlines.
Call: 404-692-3878
Email:REIvaluations@gmail.com
R.E.I. Valuations & Advisory provides real estate valuation services, not legal or tax advice. Consult your attorney or tax professional regarding the requirements applicable to your estate.
August 23rd 2026 9:08pm
5 Steps to Protect Your Inherited Real Estate From Unnecessary Tax Exposure…
Updated August 2026 | Date of Death & Estate Real Estate Appraisals
If you recently inherited a home, rental property, land, or commercial real estate, determining what the property was worth on the date of death may be one of the most important financial steps you take before selling, distributing, or reporting the asset.
Why?
Because the IRS generally establishes the basis of inherited property using its fair market value as of the decedent's date of death, subject to certain exceptions and alternate valuation rules. That value can become extremely important when the property is later sold and a capital gain or loss must be calculated.
A properly developed Date of Death appraisal can provide independent support for that historical fair market value.
Here are five steps executors, beneficiaries, attorneys, and estate representatives should consider when inherited real estate is involved.
Step 1: Determine Whether You Need a Date of Death Appraisal
A Date of Death appraisal, sometimes called a retrospective estate appraisal, develops an opinion of the property's fair market value as of a historical date—typically the date the property owner died.
This is different from asking:
"What is the property worth today?"
The relevant question becomes:
"What was this property worth on the date of death?"
That distinction matters because real estate markets change.
Prices, interest rates, market conditions, property supply, buyer demand, comparable sales, and neighborhood conditions in August 2026 may be substantially different from the conditions that existed when the decedent died.
The IRS states that the basis of inherited property is generally its fair market value on the date of death, although alternate valuation and other special rules may apply.
If inherited real estate may eventually be sold, distributed, reported on an estate tax return, or used to establish tax basis, speak with your CPA, attorney, or tax professional about whether a retrospective appraisal should be obtained.
Step 2: Establish a Defensible Fair Market Value
This is where the appraisal can become financially significant.
Imagine a property was originally purchased decades ago for $100,000 and is inherited many years later.
For inherited property, the beneficiary's basis is generally tied to the property's fair market value at the date of death rather than simply carrying forward what the decedent originally paid, subject to applicable IRS rules and exceptions.
If the inherited property is later sold for more than its applicable basis, the difference may result in a taxable gain.
That is why establishing a well-supported historical value matters.
The objective should not be to obtain the highest possible appraisal or the lowest possible appraisal.
The objective is to develop a credible, market-supported opinion of fair market value that can be supported by the market evidence available as of the applicable valuation date.
Step 3: Hire the Right Real Estate Appraiser
A common search after inheriting property is:
"IRS qualified appraiser near me."
But the right appraiser should not simply be someone willing to provide a number.
For a retrospective Date of Death assignment, consider an appraiser's:
State certification or licensing
Experience with the applicable property type
Geographic competency in the property's market
Experience completing retrospective valuations
Understanding of estate, tax, and intended-use appraisal assignments
Ability to research historical market conditions and comparable sales
Ability to clearly explain and support the final value conclusion
For certain federal tax purposes—particularly qualified appraisals involving noncash charitable contributions—the IRS imposes specific requirements concerning both the appraisal and the qualified appraiser performing it. Current IRS instructions state that applicable qualified appraisals must be prepared by a qualified appraiser and in accordance with the substance and principles of USPAP, along with the applicable Treasury Regulations.
The exact requirements depend on why the appraisal is being obtained, which is why the appraiser should know the intended use before accepting the assignment.
Step 4: Make Sure the Appraisal Matches the Intended Tax or Estate Purpose
Not every estate-related appraisal serves the same purpose.
A real estate appraisal may potentially be needed for:
Date of Death / Estate Administration:
Establishing the retrospective fair market value of inherited real property.
Form 706 / Federal Estate Tax:
The IRS's current Form 706 instructions require real estate included in the gross estate to be reported on Schedule A and instruct filers to explain how reported values were determined and attach copies of appraisals.
Gift Tax Purposes:
Real property transferred as a gift may require valuation under different tax rules and circumstances.
Charitable Contributions:
For many noncash charitable contributions exceeding $5,000, IRS rules require a qualified appraisal from a qualified appraiser. Form 8283 is an appraisal summary—it is not itself the appraisal.
Capital Gains / Tax Basis:
A retrospective appraisal may help establish the historical fair market value used in determining the basis of inherited property when applicable.
Before ordering the appraisal, tell the appraiser exactly why you need it.
"Estate planning," "Date of Death," "Form 706," "gift tax," "charitable contribution," and "selling inherited property" should not automatically be treated as interchangeable intended uses.
Step 5: Get the Appraisal Before You Actually Need It
One of the biggest problems with retrospective appraisals is waiting.
The appraiser may be asked years later to reconstruct a market that no longer exists.
The property itself may have been renovated, damaged, demolished, or sold. Photographs may disappear. Records may become difficult to locate. Individuals familiar with the property's condition may no longer be available.
The appraisal can still potentially be completed retrospectively, but maintaining good documentation can make the process considerably easier.
Executors and beneficiaries should consider preserving:
Photographs of the property
Repair and renovation records
Surveys and plats
Leases and rent rolls for income-producing property
Property tax records
Closing documents
Information concerning the property's physical condition around the date of death
Any previous appraisals or property-related documents
The earlier these records are preserved, the stronger the historical record available to the appraiser.
Date of Death Appraisal FAQs
Do I need a Date of Death appraisal?
Not every estate requires one. However, when real estate is inherited and its historical fair market value must be established for estate administration, tax basis, reporting, or a future sale, a retrospective appraisal may be appropriate. Your CPA or estate attorney should advise you regarding the specific tax filing requirements applicable to your estate.
Why do you need a Date of Death appraisal?
The primary purpose is to establish a supportable opinion of what the real property was worth on the applicable historical valuation date. For inherited property, the IRS generally provides that basis is determined using fair market value on the date of death, subject to applicable exceptions and elections.
Who does a Date of Death appraisal?
A qualified real property appraiser with competency in the property's market, property type, retrospective valuation, and intended use of the assignment should perform the appraisal.
What should I look for in a Date of Death appraisal and real estate appraiser?
Look for a report that clearly identifies the effective date, intended use, property rights appraised, relevant historical market conditions, comparable market evidence, valuation methodology, assumptions and limiting conditions, and a well-supported final opinion of value.
The report should explain how and why the appraiser reached the value—not merely provide a number.
What are the Form 706 appraisal requirements for real estate?
Form 706 is the federal estate and generation-skipping transfer tax return. When the gross estate contains real estate, Schedule A is used to report it. Current IRS instructions state that the real estate should be described sufficiently for the IRS to locate and value it, and the filer should explain how reported values were determined and attach copies of appraisals.
Will the IRS accept a Restricted Appraisal Report?
Do not assume that a Restricted Appraisal Report is appropriate merely because it is an appraisal report.
The appropriate reporting format depends upon the assignment's intended use, applicable appraisal standards, and any specific IRS or regulatory requirements. When an appraisal will support a tax filing or other high-stakes estate matter, the appraiser, attorney, and tax professional should determine what documentation is appropriate for that specific assignment.
What are the IRS qualified appraisal requirements?
The answer depends on the tax purpose. The IRS has particularly detailed "qualified appraisal" and "qualified appraiser" requirements for certain noncash charitable contributions. Current Form 8283 instructions state that qualifying appraisals must satisfy applicable Treasury Regulations and be prepared by a qualified appraiser.
Do not assume that the same requirements apply identically to every Date of Death, estate, gift, or charitable contribution assignment.
Can an appraiser complete an appraisal for gift tax purposes?
Yes, when the appraiser possesses the necessary competency for the property, market, and assignment. Because federal gift-tax reporting has its own requirements, the appraiser should be informed at engagement that the appraisal is being obtained for gift-tax purposes.
What about a qualified appraisal for a charitable contribution?
Different rules apply. For many noncash property donations exceeding $5,000, the IRS requires a qualified appraisal, subject to exceptions. Current IRS guidance also requires Form 8283 for applicable noncash charitable contributions.
How much does a Date of Death appraisal cost?
There is no universal fee.
The cost depends on the property type, complexity, location, historical effective date, availability of market data, scope of work, intended use, and reporting requirements.
A single-family residence with readily available historical market evidence may require a very different scope of work than a multi-tenant commercial property, apartment complex, industrial facility, or acreage tract.
Can a Date of Death appraisal help reduce capital gains taxes?
An appraisal does not guarantee a tax reduction.
What it can do is provide a professionally developed and supported opinion of the property's fair market value as of the applicable date.
Because inherited property's basis is generally tied to fair market value at the date of death, establishing the appropriate historical value can materially affect the calculation of gain when inherited property is later sold.
The tax consequences should always be determined by your CPA, tax attorney, or other qualified tax professional.
Need a Date of Death Appraisal?
If you inherited real estate and need to establish its historical fair market value, R.E.I. Valuations and Advisory provides professional real estate appraisal services for estate, Date of Death, tax-related, and other private-party valuation assignments.
As part of the appraisal process, we can help you identify the property information and historical documentation needed for the assignment so you know what to gather before the appraisal begins.
Current availability is limited, and retrospective assignments can require additional research depending on the effective date and availability of historical market data. If you have an upcoming estate filing, property sale, attorney deadline, or tax-related deadline, contacting an appraiser early can help provide adequate time for the required research and analysis.
Call: 404-692-3878
Email: REIValuations@gmail.com
R.E.I. Valuations and Advisory
Professional Real Estate Valuation for Estate & Date of Death Purposes
This article is provided for general informational purposes and is not legal or tax advice. Consult a qualified CPA, tax professional, or attorney regarding your specific estate and tax circumstances.
August 16th 2026 5:04pm
Date of Death Appraisal: Why One Mistake Could Cost Your Family Thousands in Taxes, Probate Delays, or IRS Challenges….
If you've recently inherited a home or lost a loved one, you're probably asking one question:
"Do I need a Date of Death appraisal?"
Unfortunately, many families don't realize they need one until an attorney, CPA, or the IRS requests it—sometimes months or even years later. Waiting too long can make obtaining reliable market evidence more difficult and may complicate probate, estate administration, tax reporting, or the future sale of the property.
Whether you're settling an estate, filing probate, preparing IRS forms, determining a stepped-up basis, or simply trying to understand what a property was worth on the date someone passed away, obtaining a credible appraisal from a qualified real estate appraiser is often one of the most important steps in the process.
What Is a Date of Death Appraisal?
A Date of Death (DOD) appraisal is a retrospective real estate appraisal that estimates a property's market value as of the date the property owner passed away.
Unlike a current market valuation, a DOD appraisal analyzes historical market conditions, comparable sales, market trends, and economic factors that existed on the effective date—not today's market.
This valuation is commonly used for:
Probate and estate administration
Inherited property
IRS reporting
Form 706 (Federal Estate Tax Return)
Form 709 (Gift Tax Return, when applicable)
Determining stepped-up basis
Estate planning
Family settlements
Trust administration
Charitable contribution reporting when required
Why Do You Need a Date of Death Appraisal?
A properly prepared appraisal can help:
Executors and heirs need an objective opinion of value as of the date of death.
One of the largest tax benefits available to heirs is the stepped-up basis. Without credible documentation, determining future capital gains taxes can become significantly more difficult.
Courts, attorneys, and estate administrators frequently require independent valuation evidence.
When federal tax reporting requires an appraisal, a well-supported report prepared by a qualified appraiser can provide important valuation support.
An independent valuation often removes emotional bias and provides a neutral opinion during estate distributions.
Who Performs a Date of Death Appraisal?
Not every real estate professional is qualified to prepare a retrospective appraisal.
A Date of Death appraisal should generally be completed by a state-certified real estate appraiser who is competent in retrospective valuations, understands historical market analysis, follows USPAP, and has experience researching historical comparable sales and market conditions.
Experience with probate, estate, trust, and IRS-related assignments is especially valuable.
What Should You Look for in a Date of Death Appraisal?
Before hiring an appraiser, ask whether the report includes:
Historical comparable sales near the effective date
Market analysis reflecting conditions existing on the valuation date
Retrospective valuation methodology
USPAP-compliant reporting
Well-supported adjustments
Thorough neighborhood and market analysis
Clear explanation of the valuation process
Appropriate documentation supporting the opinion of value
A quality appraisal should explain not only the conclusion, but also how that conclusion was developed.
Will the IRS Accept a Restricted Appraisal Report?
It depends on the intended use and the specific reporting requirements.
Certain IRS filings and tax matters require appraisal documentation that satisfies applicable federal requirements. A restricted appraisal report may not always provide the level of detail necessary for every intended use. Before ordering an appraisal, discuss your situation with your attorney, CPA, and appraiser to determine the appropriate report format.
What Are the Qualified Appraisal Requirements?
The IRS has specific requirements for qualified appraisals in certain tax matters. While requirements vary depending on the assignment, users should generally expect:
An appraisal prepared by a qualified appraiser when required
Compliance with applicable IRS regulations
USPAP-compliant appraisal development
Adequate market support
Appropriate identification of the property and effective date
Sufficient explanation of the valuation process
Because every estate is different, your attorney or tax professional can advise which reporting requirements apply to your situation.
How Much Does a Date of Death Appraisal Cost?
The cost depends on several factors, including:
Property type
Property size
Location
Complexity
Historical research required
Intended use
Turnaround time
Every assignment is unique, so pricing is typically provided after reviewing the property's characteristics and assignment requirements.
Do I need a Date of Death appraisal?
If you've inherited real estate, are involved in probate, administering an estate, filing certain tax forms, determining stepped-up basis, or resolving family estate matters, you should discuss whether a Date of Death appraisal is appropriate with your attorney, CPA, or appraiser.
Who does a Date of Death appraisal?
A state-certified real estate appraiser with experience in retrospective valuations and estate-related assignments.
Can a Realtor perform a Date of Death appraisal?
A comparative market analysis (CMA) is not the same as a real estate appraisal. Many legal, probate, lending, and tax matters require an independent appraisal prepared by a state-certified appraiser.
How long does the process take?
Turnaround depends on the complexity of the assignment, historical research required, and current workload.
Why Families Across Metro Atlanta Trust R.E.I Valuations and Advisory
At R.E.I valuations and Advisory, we understand that losing a loved one is already difficult. Our goal is to provide objective, well-supported real estate valuations that help families, attorneys, CPAs, trustees, and executors make informed decisions during the probate and estate administration process.
Every assignment is developed in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP), with careful attention to historical market conditions and credible valuation methodology.
Schedule Your Date of Death Appraisal Today
If you need a Date of Death appraisal for probate, an inherited property, estate administration, IRS reporting, stepped-up basis, or trust purposes, don't wait until deadlines create unnecessary stress.
Contact R.E.I Valuations and Advisory today to discuss your assignment.
Call: 404-692-3878
Email:reivaluations@gmail.com
Why contact us now?
Complimentary consultation to discuss your appraisal needs.
Flexible scheduling with prompt turnaround based on availability.
Because assignment capacity is limited, early scheduling helps ensure your appraisal is completed within your required timeframe.
We're here to help you navigate the valuation process with professionalism, independence, and credible market analysis when it matters most.
July 26th 2026 2:35pm
Date of Death Appraisal: The Costly Mistake That Could Delay Your Form 706 or IRS Estate Filing…
When a loved one passes away or real estate is transferred through a gift, one of the first questions families, attorneys, executors, trustees, and beneficiaries ask is:
"Do I need a real estate appraisal?"
The answer depends on why the appraisal is being obtained, who will rely on it, and whether the appraisal will be submitted to the Internal Revenue Service (IRS).
Unfortunately, many individuals unknowingly order the wrong type of appraisal report, resulting in unnecessary delays, additional costs, or even the need to obtain a second appraisal altogether.
This guide explains the differences between Form 706 appraisals, Form 709 appraisals, Date of Death (DOD) appraisals, and Restricted Appraisal Reports, so you know exactly what is required—and when a restricted appraisal may or may not be appropriate.
What Is a Date of Death (DOD) Appraisal?
A Date of Death (DOD) appraisal determines the fair market value of real estate as of the decedent's date of death rather than its current market value.
These appraisals are commonly required for:
Probate administration
Estate settlement
Estate tax reporting
Determining a stepped-up tax basis
Trust administration
Beneficiary distributions
Capital gains calculations after inheritance
Rather than reflecting today's market conditions, the appraiser reconstructs the market exactly as it existed on the effective date of the appraisal.
Form 706 Appraisal Requirements
IRS Form 706 is the United States Estate (and Generation-Skipping Transfer) Tax Return.
When real estate is included in a taxable estate, the IRS requires support for the reported fair market value.
A properly prepared appraisal helps document:
Fair Market Value
Highest and Best Use
Market conditions as of the date of death
Comparable sales analysis
Appropriate valuation methodology
Compliance with qualified appraisal requirements
An unsupported estimate or automated valuation model (AVM) generally does not provide the level of market support expected for estate tax reporting.
Form 709 Appraisal Requirements
IRS Form 709 reports taxable gifts.
Whenever real estate is transferred as a gift, an appraisal may be necessary to establish the property's fair market value on the transfer date.
Common examples include:
Parents gifting rental property to children
Family farm transfers
Vacation home transfers
LLC ownership interests involving real estate
Transfers into irrevocable trusts
A professionally developed appraisal helps establish the property's value for gift tax reporting and may reduce future valuation disputes.
Will the IRS Accept a Restricted Appraisal Report?
This is one of the most common questions we receive.
The answer is: it depends on the intended use and intended user.
A Restricted Appraisal Report communicates valuation results to a single intended user and contains substantially less reporting detail than an Appraisal Report.
A Restricted Appraisal Report may be appropriate for certain private, internal decision-making assignments where the intended user understands the limited scope of reporting.
However, if an appraisal will be submitted to the IRS, relied upon by multiple parties, used in litigation, or reviewed by attorneys, accountants, beneficiaries, or government agencies, a more comprehensive appraisal report is generally the more appropriate reporting option.
Selecting the proper report format should always be determined during the scope of work discussion before the assignment begins.
Do I Need a Date of Death Appraisal?
You may need a Date of Death appraisal if you are:
Executor of an estate
Personal representative
Estate administrator
Trustee
Probate attorney
CPA preparing estate tax returns
Beneficiary selling inherited property
Family member determining equitable distributions
Establishing stepped-up tax basis for future tax purposes
If you're uncertain, consulting your attorney, CPA, and qualified real estate appraiser before filing tax documents can help avoid unnecessary complications later.
Who Performs a Date of Death Appraisal?
A Date of Death appraisal should be completed by a state-certified real estate appraiser experienced in retrospective valuations, historical market analysis, probate assignments, and IRS-related valuation work.
The appraiser should be capable of reconstructing market conditions as they existed on the effective valuation date rather than relying solely on today's market data.
What Should You Look for in a Date of Death Appraisal?
Not all appraisals are developed for the same intended use.
When selecting an appraiser, consider whether they have experience with:
Retrospective appraisals
Probate valuations
Estate tax assignments
Form 706 reporting
Form 709 reporting
Historical comparable sale research
Qualified appraisal requirements
Fair Market Value analysis
Highest and Best Use analysis
Proper market condition adjustments
USPAP-compliant appraisal development and reporting
The goal is not simply to produce a value opinion—it is to provide a well-supported valuation that can withstand professional scrutiny if questions arise later.
Common Problems Executors and Heirs Face
Estate administration often involves more than simply determining a property's value.
Multiple beneficiaries disagree on value.
A professionally supported appraisal provides an independent opinion that helps reduce disputes among heirs.
The IRS requests additional documentation.
A properly developed appraisal provides market evidence supporting the reported value.
The property is sold years after inheritance.
A retrospective appraisal establishes the value as of the date of death, helping determine a stepped-up tax basis and potential future capital gains.
Attorneys and accountants need reliable documentation.
An appraisal provides independent market support that legal and tax professionals can confidently rely upon.
The estate includes a unique property.
Historic homes, acreage, commercial buildings, investment properties, and mixed-use real estate often require significantly more analysis than automated online estimates can provide.
How REI Valuations & Advisory Helps
At REI Valuations & Advisory, we specialize in retrospective real estate appraisals developed in accordance with USPAP for estate, probate, trust, and tax-related purposes.
Our services include:
Date of Death (DOD) Appraisals
Form 706 Estate Tax Appraisals
Form 709 Gift Tax Appraisals
Probate Appraisals
Trust Valuations
Retrospective Market Value Analyses
Residential Real Estate Appraisals
Commercial Real Estate Appraisals
We routinely work alongside:
Executors
Estate Administrators
Trustees
Probate Attorneys
Certified Public Accountants (CPAs)
Financial Advisors
Beneficiaries
Every assignment begins with a discussion of the intended use, intended users, and reporting requirements to ensure the appraisal report is appropriate for your specific needs.
How much does a Date of Death appraisal cost?
The cost depends on the property's complexity, location, size, historical research required, intended use, and reporting requirements. Commercial properties, acreage, investment properties, and complex estates generally require more analysis than a typical residential assignment.
How long does a Date of Death appraisal take?
Turnaround times vary depending on property complexity, historical data availability, and assignment scope. If you have a probate deadline or tax filing date, it's best to discuss timing before engagement.
Can Zillow or an online estimate be used for Form 706 or Form 709?
Automated valuation models (AVMs) and online estimates generally are not substitutes for a professionally developed appraisal when a supported opinion of market value is required for estate or gift tax reporting.
Final Thoughts
Choosing the right appraisal is just as important as choosing the right appraiser.
Whether you're administering an estate, preparing IRS Form 706, reporting a gift on Form 709, establishing a stepped-up tax basis, or determining the historical value of inherited real estate, understanding the intended use of the appraisal can help prevent unnecessary delays, additional costs, and future valuation disputes.
Obtaining the appropriate appraisal from the outset provides greater confidence for executors, beneficiaries, attorneys, accountants, trustees, and taxing authorities alike.
Ready to Get Started?
If you're an executor, administrator, trustee, attorney, CPA, or beneficiary and need a Date of Death appraisal, Form 706 estate tax appraisal, Form 709 gift tax appraisal, or simply want to determine whether a Restricted Appraisal Report is appropriate for your situation, we're here to help.
At REI Valuations & Advisory, every assignment begins with a complimentary consultation to determine the appropriate appraisal type before you invest in a report that may not meet your intended use. Our goal is to help you avoid unnecessary delays, duplicate appraisal costs, and complications during probate or tax reporting.
When you contact us, you'll receive:
A complimentary consultation regarding your appraisal needs.
Guidance on whether your assignment requires a Date of Death appraisal, Form 706, Form 709, or another valuation service.
An explanation of the appraisal process, required documentation, and expected turnaround time.
A transparent fee quote with no obligation.
Because retrospective and IRS-related appraisal assignments require extensive historical market research and careful analysis, our availability is limited to ensure every assignment receives the attention and due diligence it deserves. If you have an upcoming probate deadline, estate settlement, tax filing, or court date, we encourage you to contact us as early as possible.
Call: (404) 692-3878
Email:REIValuations@gmail.com
Whether you're settling an estate, transferring property through a gift, or preparing documentation for federal tax purposes, REI Valuations & Advisory is committed to delivering independent, well-supported, and professionally developed appraisal services you can rely on.
Contact us today to schedule your complimentary consultation and ensure you obtain the right appraisal the first time.
July 19th 2026 5:14pm