Santa Clara County

Two owners died on different dates

When jointly owned property may require separate values for two different dates of death.

Real estate values can change materially between the deaths of two owners, even when the same property and ownership structure are involved.

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.

Separate retrospective analyses may be needed so the estate’s advisors have a supported value for each applicable date rather than one blended estimate.

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