Marin County

No appraisal completed near the date of death

When months or years have passed and the estate still needs a value tied to the owner’s date of death.

Families often discover the need for a historical value only when a property is sold, a return is prepared, or an estate file is being completed.

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.

A retrospective appraisal can be developed later using records and market evidence from the relevant period, even though the property may have changed since then.

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