When a client, estate, or trust requires a residential real estate valuation, having an experienced appraiser you can confidently refer can make the process easier for everyone involved.

Dellos Valuations works with attorneys, CPAs, professional fiduciaries, trustees, executors, and other estate professionals throughout San Diego County. With more than 20 years of residential appraisal experience, Certified Residential Real Estate Appraiser John Dellos provides independent, well-supported valuations with responsive communication and personal attention to each assignment.

Whether you have an immediate appraisal need or are simply looking for a dependable local appraiser to keep as a professional resource, we welcome the opportunity to work with you and your clients.

Appraisal Services for Attorneys, CPAs & Fiduciaries

A Reliable San Diego Appraisal Resource for You and Your Clients

Appraisal Support for Estate & Trust Professionals

Every assignment is different. Some involve a straightforward valuation of a single residence. Others may involve a historical effective date, multiple properties, an estate preparing to sell real property, or circumstances that require additional research and analysis.

Dellos Valuations can assist with residential valuation needs involving:

• Estate and trust administration

• Probate matters

• Date-of-death and other retrospective valuations

• Current fair market value appraisals

• Stepped-up cost basis documentation

• Multiple-property estates and trusts

• Pre-sale and estate disposition decisions

• Private party and non-lending appraisal needs

If you are unsure whether a particular situation requires an appraisal or whether an assignment is within our scope of practice, you are welcome to contact us to discuss the circumstances before referring your client.

For Attorneys & Law Firms

We provide residential appraisal services for attorneys handling probate, trust administration, estate planning, and other matters involving real property.

We understand that an appraisal is often just one component of a much larger legal matter. Our goal is to make the valuation portion of the process straightforward—for both your office and your client.

When appropriate, we can communicate directly with the trustee, executor, family member, or property contact to coordinate access and gather necessary property information, reducing the amount of administrative involvement required from your office.

For CPAs & Tax Professionals

When your client's tax or estate matter requires an independent opinion of residential real estate value, Dellos Valuations can provide the appraisal support needed for the assignment.

We regularly handle retrospective valuations involving historical effective dates as well as current fair market value assignments.

Once referred, we can coordinate directly with your client or their designated representative regarding the property inspection and appraisal process, while addressing any valuation-related questions that arise within the scope of the appraisal assignment.

For Professional Fiduciaries & Trustees

Professional fiduciaries and trustees often manage estates and trusts containing residential real estate that must be valued, maintained, distributed, or sold.

Dellos Valuations provides a single point of contact for residential appraisal needs throughout San Diego County, including assignments involving multiple properties.

We understand the importance of timely communication and dependable service when you are managing responsibilities on behalf of beneficiaries and other interested parties.

Multiple Properties? We Can Coordinate the Process.

Estates and trusts don't always involve just one property.

When multiple residential properties require appraisal, Dellos Valuations can coordinate the assignments together, including property access, inspections, effective dates, and delivery of the completed appraisal reports.

This provides attorneys, fiduciaries, trustees, and estate representatives with one appraisal contact rather than having to coordinate separately for each property.

Direct, Responsive Communication

When you refer a client to Dellos Valuations, they work directly with an experienced Certified Residential Real Estate Appraiser—not a national appraisal management company or call center.

We strive to respond promptly to inquiries, clearly explain the appraisal process, and keep assignments moving efficiently.

Our goal is to provide the same level of professional service to your clients that you expect from the professionals you choose to recommend.

An Appraisal Resource You Can Keep on File

You may not need an appraiser today.

But when a client calls six months from now needing a retrospective valuation—or when an estate suddenly requires appraisals of several properties—we want you to know exactly who to call.

Dellos Valuations welcomes relationships with San Diego attorneys, CPAs, professional fiduciaries, trustees, and other professionals who periodically encounter residential real estate valuation needs.

Have a current assignment? Contact us to discuss it.