Santa Clara County

A surviving spouse remains in the home

When a spouse continues living in the property but the estate or tax file still needs an independent value.

The fact that a surviving spouse remains in the home does not eliminate the need to document value when the property is part of an estate, trust, or later financial decision.

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 appraisal can be completed with sensitivity to occupancy while legal ownership, inheritance rights, and tax treatment are handled by the appropriate 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