Appraisal Support for Financial Advisors & Estate Professionals

When to refer a client to Hudson Valuation Group

These are the situations where your client needs a certified residential real estate appraisal — and where a well-documented, clearly explained valuation makes your job easier too.

Stepped-up basis and date of death valuations

When a client inherits real property, the cost basis is typically stepped up to fair market value as of the date of death. A certified retrospective appraisal establishes that value clearly for IRS purposes, estate tax filings, and future capital gains planning. This is one of the most common referrals we receive from CPAs and financial advisors — and one of the most time-sensitive.

Estate settlement and trust administration

When a client is serving as executor or trustee, they need a credible, independent opinion of any residential real property in the estate. We provide USPAP-compliant appraisals formatted for probate court, estate attorneys, and fiduciary review — delivered clearly and on your timeline.

Divorce and property settlement

When a client is going through a divorce and real property is involved, both parties need a neutral, well-supported opinion of value to make informed decisions about settlement. We work with divorce financial analysts (CDFAs), mediators, and collaborative divorce professionals throughout Contra Costa and Alameda County.

Pre-sale planning and estate liquidity

When a client is preparing to sell a property — whether inherited, gifted, or long-held — a pre-listing appraisal provides an independent value baseline for financial planning conversations, tax projections, and pricing strategy. Useful for advisors helping clients understand net proceeds before a sale closes.

PMI removal and equity documentation

When a client wants to eliminate private mortgage insurance, a certified appraisal demonstrating current market value is typically required by their lender. A straightforward referral with a clear outcome.

What you and your client get

Every appraisal from Hudson Valuation Group is designed to be useful — not just technically compliant.

• USPAP-compliant report formatted for IRS, probate, and fiduciary review
• Clear, plain-language explanation your client can actually understand
• Well-documented methodology that supports your professional conclusions
• Fast turnaround — typically 5 to 10 business days; rush available for time-sensitive matters
• Direct communication — you and your client work directly with Brandi, not a rotating staff
• 25 years of local market knowledge covering Contra Costa and Alameda County residential properties

How I work with referring professionals

I understand that when you refer a client, your reputation is part of the transaction. My goal is to make that referral reflect well on you.

Direct access — no gatekeeping

When you call or text with a client situation, you reach me directly. Not a receptionist, not an intake coordinator. If you have a question about scope, timeline, or whether a particular situation warrants an appraisal, I'll give you a straight answer.

No lender pressure, no shortcuts

Hudson Valuation Group does not work for mortgage lenders. Every assignment is independent — the value conclusion reflects the market, not a transaction target. Your client gets an honest opinion, documented clearly.

Clean, documented process

From engagement to delivery, the process is straightforward. I confirm scope and fee upfront, schedule the inspection promptly, and deliver a report your client can read and your team can use. No surprises.

Confidential and professional

Client situations involving estate settlement, divorce, and financial planning are sensitive. Every engagement is handled with discretion. Your client's information stays private.

Why financial advisors and CPAs refer to Hudson Valuation Group

With over 25 years of certified appraisal experience and an active real estate broker license, Brandi Hudson brings both an appraiser's analytical approach and a broker's market perspective to every assignment. That dual credential is unusual — and it means your client gets a valuation grounded in both technical methodology and real-world market knowledge.

Trusted by financial advisors, estate attorneys, CPAs, and families across Contra Costa and Alameda County.

Service area for professional referrals

We serve clients throughout Contra Costa County — Walnut Creek, Danville, San Ramon, Concord, Lafayette, Alamo, Orinda, Brentwood, Antioch, Discovery Bay, Pittsburg, and Martinez — and Alameda County including Pleasanton, Livermore, Dublin, Fremont, Castro Valley, Berkeley, and Oakland.