San Mateo 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.
San Mateo County estates often involve high-value Peninsula homes, coastal properties, condominiums, hillside residences, and long-held family property with substantial appreciation.
The ordering party should confirm the required effective date and intended use with the attorney or CPA before the appraisal scope is finalized.