Santa Clara County

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.

Santa Clara County estates may include older Silicon Valley homes, attached housing, luxury residences, rural-residential property, and real estate affected by decades of market change.

An independent appraisal separates the value question from decisions about possession, reimbursement, rent, or transfer, which belong with the family and its advisors.

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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