Estate · Trust · Probate
Commercial real estate appraisals for estates and trusts
For estate planning attorneys, trustees, executors and CPAs across Southern California. When an estate or trust holds apartments, retail, office, industrial, mixed-use or land, The Flynn Group delivers values that stand up to the IRS, beneficiaries and the courts, with lightning-fast turnaround when your deadline is close.
Date-of-deathRetrospective values as of the date of death or the alternate valuation date, documenting the stepped-up basis.
Gift & trust fundingAppraisals supporting Forms 706 and 709, trust funding and lifetime gifts.
Partial interestsLLC, partnership and tenancy-in-common interests, with supported discounts for lack of control and marketability.
Trust administration & disputesBuyouts between heirs, trust distributions, and litigation support with clear, defensible reasoning.
Why attorneys and CPAs choose us
- 30+ years appraising California commercial real estate for the world's largest banks
- Trusted appraisal vendor to Wells Fargo Private Client Group, where estate planning became a core specialty
- Every commercial property type, with signature expertise in apartments and multifamily, backed by an extensive sales and rent database
- MAI-designated appraiser on staff · Certified General appraisers · California AMC #1455
- Reports prepared to USPAP and IRS qualified-appraisal standards
- Every city in Los Angeles, Orange, Riverside, San Bernardino and San Diego Counties
Request a bid
Send the property address and the date of value. You'll have a written bid, typically within one business day.
Prefer to talk? Call (562) 434-2226 or read what trustees and executors should know about date-of-death appraisals.