Marin County

Inheriting residential property

When a home or other residential property passes to an heir or beneficiary and a clear value is needed for the decisions ahead.

An inherited property can create several decisions at once: whether to keep it, sell it, transfer it, rent it, or divide its value among beneficiaries.

Marin County estates may include hillside and view homes, custom residences, condominiums, waterfront-influenced property, ADUs, and homes owned by the same family for many years.

An independent appraisal gives the people handling the estate a documented value for the relevant date, while attorneys and CPAs determine how that value should be used.

Related CPA and tax questions

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Need to talk with James Valdez?

If an estate, trust, or inherited-property matter involves residential real estate, James can help determine the appropriate appraisal scope and the information needed to begin.

(510) 828-5876 jameskvaldez@gmail.com