Estate and Date-of-Death Appraisals
Burlington County estates are handled by the Burlington County Surrogate, 50 Rancocas Road, 1st Floor, Mount Holly (Burlington County Surrogate). Executors often need a date-of-death value for three reasons: to report stepped-up basis to the IRS, to divide property fairly among heirs, and to support a sale or buyout.
Our estate and date-of-death appraisals are retrospective. We value the property as it stood on the date of death, using sales from that period rather than today's market.