A date-of-death valuation is a retrospective valuation: the valuer assesses market value as at the date of death using comparable sales from around that time and the property’s condition then.
When someone dies owning property, the estate usually needs to know what that property was worth at the date of death. That single number can matter three ways at once: for probate and estate administration, for fair distribution between beneficiaries, and as the CGT cost base if a beneficiary later sells.
Order a valuation Full pricing
What executors and families use the valuation for#
- Probate and administration. Courts and estate processes commonly expect a credible market value of estate assets.
- Fair distribution. An independent figure prevents disputes when one beneficiary keeps the property and others take different assets.
- The beneficiary’s future CGT position. For many inherited properties, market value at the date of death becomes the beneficiary’s cost base — evidence gathered now protects them years later. Ask the estate’s accountant how the rules apply.
A retrospective valuation, done properly#
The signed report is independent, prepared by a qualified valuer to an ATO-acceptable standard — objective and supportable if the ATO or other parties ever review it.
What we need from you#
The date of death, the property address, and access details (or photos and records if the property has since been sold or changed). We confirm a fixed price for the specific property before you proceed — on-site (inspected) from $646, the level to use where the ATO or a beneficiary may test the figure, and desktop from $279 for lower-stakes purposes.
Common questions#
Can the valuation be done months or years after the death?
Is a real estate agent's appraisal enough?
Who can order the valuation?
Does the report work for both probate and tax?
Related guides: retrospective valuations · CGT valuations.
Request a date-of-death valuation
General information only — not tax, financial or legal advice. The signed valuation is provided by a qualified valuer.