The coming months
Get date-of-death valuations for significant assets
For anything that might be sold later (real estate, investments, collectibles, business interests), get a professional valuation as of the date of death. This is the basis you'll use for future capital gains calculations. Skipping this step now creates tax headaches later.
What you'll need
- A list of assets that may be sold later
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Why we recommend EstateExec
EstateExec records each asset's value as of the date of death, which the estate and later taxes depend on.
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EstateExec
Step-by-step software that guides you through settling an estate, with built-in estate accounting.
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
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