Marin County

The estate wants a value before choosing an agent

When the family wants an independent benchmark before interviewing agents or selecting a listing strategy.

Agent opinions are useful for marketing, but an estate may also want a valuation prepared independently of the listing assignment.

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 appraisal can help the fiduciary understand the property’s market position before deciding on repairs, pricing, timing, or representation.

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