San Francisco
An heir is already living in the property
When one beneficiary occupies the inherited home and the family needs a neutral value before deciding whether that arrangement will continue.
Occupancy by an heir can make sale, rent, expense, and buyout discussions more personal because the property is both an asset and someone’s home.
San Francisco estates frequently involve long-held homes, condominiums, two-to-four-unit buildings, tenant-occupied property, altered living areas, and properties with highly specific neighborhood appeal.
An independent appraisal separates the value question from decisions about possession, reimbursement, rent, or transfer, which belong with the family and its advisors.