Marin County
Property transferred before death
When title changed before death and advisors may need a value tied to the transfer date, the date of death, or another confirmed effective date.
In Marin County, ownership questions should be read alongside the home’s actual hillside, village, Bay-facing, or West Marin setting rather than a single countywide assumption. Property transferred before death is one of those moments: the paperwork and the property both need to be understood before anyone commits to sale, retention, buyout, or distribution.
Pre-death trust transfers are common in Marin estate planning; confirm the valuation date with the attorney or CPA before fieldwork.
For this Marin County situation, ask advisors whether they need transfer-date value, date-of-death value, or both, and gather transfer documents alongside property access information.
James can provide an independent residential appraisal once the interest, date, and intended use are clear. He does not provide legal, tax, title, or estate-administration advice; those questions stay with the attorney, CPA, and other Core 4 professionals.