Appraisal
Estate & date-of-death appraisal
Property valuation for estate settlement, taxes, and clear numbers among heirs.
Local network
Bay Area professionals
Four core roles families usually need after a death. Names and direct contact details will be filled in as the network locks in.
This is a directory of the specialties in our hub — not a contact form. Reach each professional directly once their details are posted.
CPA / Tax
Step-up in basis & tax guidance
Help understanding basis adjustments and what records matter after a death.
Legal
Estate & probate counsel
Legal questions around wills, trusts, probate, and who has authority to act.
Planning
Financial planning for beneficiaries
Practical planning support while families sort accounts, income, and next decisions.