Santa Clara County
No appraisal completed near the date of death
When months or years have passed and the estate still needs a value tied to the owner’s date of death.
Families often discover the need for a historical value only when a property is sold, a return is prepared, or an estate file is being completed.
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.
A retrospective appraisal can be developed later using records and market evidence from the relevant period, even though the property may have changed since then.