Ian Bryzek, CPA
What basis records are needed when property is sold after death?
A sale calculation is strongest when the closing file and date-of-death value support remain together.
Escrow can move quickly while the family is still locating estate paperwork.
The sale price does not replace the need to show who sold, what was sold, and how the tax starting point was supported.
What to gather
- Closing disclosure
- Date-of-death appraisal
- Listing and commission agreement
- Estate or trust authority
Who usually handles what
- Ian can organize the tax reporting question and the supporting records.
- James Valdez can provide an independent residential fair-market-value appraisal.
- An estate attorney handles title, authority, trust terms, and beneficiary rights.
A practical next step
Reconcile the sale file before proceeds are distributed.
When a property value is part of the picture
When residential real estate needs a supported fair market value as of a relevant date, an independent appraiser may be part of the documentation process. Ian does not determine fair market value.
Questions about title, probate authority, trust meaning, or a beneficiary's legal rights belong with an estate attorney. Start with the Professionals directory: /professionals/
Related guides
This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.