Marin County

The property was transferred before the owner died

When title changed before death and the professionals involved need a property value tied to the transfer date, death date, or both.

A prior transfer to a trust, relative, co-owner, or other entity can create uncertainty about which date and ownership interest should be appraised.

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.

The ordering party should confirm the required effective date and intended use with the attorney or CPA before the appraisal scope is finalized.

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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