Santa Clara 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.
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.
The ordering party should confirm the required effective date and intended use with the attorney or CPA before the appraisal scope is finalized.