Marin County

Death occurred last year

When roughly a year has passed and the family still needs a supported date-of-death or other historical residential value.

In Marin County, retrospective work has to match the effective date to the right hillside, village, Bay-facing, or West Marin setting — and to whatever documentation still exists. Death occurred last year is one of the timing and documentation situations that regularly shows up in estate work here.

About a year later, a Marin home may already look different after clean-out or early repairs; retrospective work still targets the earlier date.

For this Marin County situation, gather the effective date, what changed since death, available photos, and the advisor’s intended use for the value.

A one-year lookback is still historical work. James builds it from period market evidence and whatever condition documentation remains, not from a casual adjustment off today’s price.

James provides independent residential appraisal for appropriate retrospective and current assignments. He does not provide legal, tax, title, or estate-administration advice; effective dates and intended use should be confirmed with the attorney, CPA, and other Core 4 professionals.

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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