COLORADO RESIDENTIAL APPRAISAL SERVICES
Date-of-death appraisals
A date-of-death appraisal is a retrospective value opinion, not today's value moved backward by a general percentage. Connie researches the market and the property's condition as they were understood at the specified historical date.
Talk with ConnieWhen this service helps
- Estate or trust administration requiring a historical value
- Basis-related documentation requested by a tax professional
- A property that was improved or repaired after the date of death
- Clarifying historical residential value before distribution or transfer
What Connie considers
- Period-appropriate comparable sales and market conditions
- The property's condition, amenities, and utility on the effective date
- Later renovations, damage, repairs, or changes that must be separated
- Reliability of dated photographs, listings, permits, records, and interviews
What you receive
- A retrospective appraisal tied to the specified date
- An explanation of historical market evidence and property condition
- Identification of sources used to reconstruct prior facts
- Clear disclosure of extraordinary assumptions or limitations
How the assignment unfolds
A confidential conversation clarifies the property, decision, intended use, intended users, effective date, access, and timing.
Connie confirms the assignment scope and the property information that will be useful before work begins.
When an on-site appraisal viewing is part of the scope, one of the certified residential appraisers on Connie's Colorado team conducts it while Connie completes the valuation analysis and conclusion.
The property and relevant Colorado market evidence are researched and analyzed for the defined assignment.
You receive the agreed deliverable with a plain-English explanation and an opportunity to ask questions.
Useful questions
- Do you use today's condition?
- The analysis addresses the property as of the historical effective date. A current visit can still help, but later changes must be identified and separated.
- What records are useful?
- Prior listings, dated photographs, permits, invoices, plans, and statements from people familiar with the property may be useful.
- Who selects the date?
- The client should confirm the required date with the appropriate attorney or tax professional. Connie does not provide legal or tax advice.