Appraisal
James Valdez
Independent real estate valuation for estate, trust, and inherited-property matters — so families and advisors have a credible number to work from.
Meet James ValdezA local hub for hard moments
Bay Area After Death is a simple place to understand what typically happens next — and to connect with trusted local people for appraisal, taxes, legal, and planning.
Every family is different, but most people move through a few practical stages.
Learn the usual sequence: death certificates, accounts, property, and who to notify.
Appraisal, tax basis, legal, and planning are different jobs — we route you to the right person.
Start with the city tied to the estate. Local guides cover common legal, tax, planning, and property questions — then point you to the right professional.
The Core 4 roles families often need after a death. Start with the specialty that matches your question.
Appraisal
Independent real estate valuation for estate, trust, and inherited-property matters — so families and advisors have a credible number to work from.
Meet James ValdezCPA / Tax
Step-up in basis & tax guidance
Help understanding basis adjustments and what records matter after a death.
Meet Ian BryzekLegal
Probate and estate legal questions when a lawyer’s involvement is the right next step.
Planning
Practical planning support for beneficiaries sorting accounts, income, and next decisions.
Start with the community connected to the estate. Each city guide covers common after-death questions and routes you toward the right Core 4 professional.
Practical guidance after a death in Oakland — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
BerkeleyPractical guidance after a death in Berkeley — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
AlamedaPractical guidance after a death in Alameda — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
HaywardPractical guidance after a death in Hayward — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
FremontPractical guidance after a death in Fremont — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
San LeandroPractical guidance after a death in San Leandro — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
PleasantonPractical guidance after a death in Pleasanton — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
LivermorePractical guidance after a death in Livermore — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
ConcordPractical guidance after a death in Concord — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Walnut CreekPractical guidance after a death in Walnut Creek — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
RichmondPractical guidance after a death in Richmond — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
AntiochPractical guidance after a death in Antioch — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
San RamonPractical guidance after a death in San Ramon — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
LafayettePractical guidance after a death in Lafayette — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
San JosePractical guidance after a death in San Jose — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Santa ClaraPractical guidance after a death in Santa Clara — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
SunnyvalePractical guidance after a death in Sunnyvale — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Mountain ViewPractical guidance after a death in Mountain View — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Palo AltoPractical guidance after a death in Palo Alto — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
CupertinoPractical guidance after a death in Cupertino — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Los GatosPractical guidance after a death in Los Gatos — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Daly CityPractical guidance after a death in Daly City — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
San MateoPractical guidance after a death in San Mateo — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Redwood CityPractical guidance after a death in Redwood City — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
BurlingamePractical guidance after a death in Burlingame — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Menlo ParkPractical guidance after a death in Menlo Park — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
San FranciscoPractical guidance after a death in San Francisco — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
San RafaelPractical guidance after a death in San Rafael — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
NovatoPractical guidance after a death in Novato — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Mill ValleyPractical guidance after a death in Mill Valley — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
SausalitoPractical guidance after a death in Sausalito — probate and legal questions, tax and basis issues, estate planning, and inherited-property valuation — with clear routes to the right Core 4 professional.
Tell us what you’re dealing with. We’ll point you to the right person in the network.
Contact the hub