Date of Death Appraisals

At Daly Appraisal Services, we provide date of death appraisals for commercial properties throughout Massachusetts, with offices in Springfield, Worcester, and Boston. When a property owner passes away, determining the fair market value of their real estate as of their date of death is crucial for estate settlements, probate, and tax filings. Our certified appraisers deliver reliable, IRS-compliant valuations to assist executors, attorneys, and beneficiaries in handling estate matters efficiently.

What is a Date of Death Appraisal?

A date of death appraisal establishes the market value of a property as of the owner's passing. This valuation is used for:

• Estate settlement & probate – Ensuring accurate valuation for asset distribution.

• IRS estate tax reporting – Complying with tax regulations on inherited property.

• Capital gains calculations – Establishing a cost basis for future property sales.

• Trust administration – Assisting trustees in managing real estate assets.

• Family & legal disputes – Providing an independent valuation to prevent conflicts.

A date of death appraisal is often required alongside an estate appraisal, which determines the value of the entire estate. Learn more about our estate appraisal services here.

Our Date of Death Appraisal Process

We ensure a smooth, thorough, and legally compliant appraisal process:

1. Historical Market Research – We gather real estate market data relevant to the date of death.

2. Property Inspection (if needed) – When possible, we assess the current condition of the property to support our valuation.

3. Comparative Sales Analysis – We analyze market trends and comparable property sales from the relevant time period.

4. Detailed Appraisal Report – We prepare a comprehensive, IRS-compliant report that meets legal and financial requirements.

5. Support for Attorneys & Executors – Our team is available for consultations, court testimony, or any additional documentation needed.

Understanding Massachusetts’ Estate & Tax Considerations

Massachusetts estate settlements often involve complex legal and tax implications. Our expert appraisers ensure that valuations reflect the unique real estate conditions of Boston, Worcester, and Springfield:

Boston: High-Value Properties & Estate Tax Considerations

Boston’s Back Bay, Seaport, and Financial District are home to some of the most valuable commercial properties in the state. High market volatility and appreciation require expert valuation methods to ensure accurate estate tax reporting and asset distribution.

Worcester: Estate Planning in a Growing Market

With Worcester’s ongoing commercial development, estate valuations for properties in Canal District, Shrewsbury Street, and Main Street require careful market analysis. The increasing demand for multifamily and office space can significantly impact estate property values.

Springfield: Industrial & Retail Estate Valuations

Springfield’s estate appraisals often involve industrial buildings, retail centers, and mixed-use properties. Locations such as East Springfield, Liberty Heights, and Boston Road require specialized valuation expertise to align with market trends at the time of inheritance.

Contact Daly Appraisal Services

A date of death appraisal is a key step in estate planning and probate proceedings. Whether you're an executor, attorney, or beneficiary, we provide accurate, IRS-compliant valuations to support smooth estate administration across Massachusetts.

📍 Springfield Office – Serving Western Massachusetts
📍 Worcester Office – Covering Central Massachusetts
📍 Boston Office – Providing appraisals for Greater Boston and surrounding areas

Contact us today to schedule a date of death appraisal. Our expert appraisers are ready to assist you with professional, court-ready valuations for estate and tax purposes.