Inherited Property Agent in San Clemente, CA
Paula Aragone works with heirs who have just been handed a San Clemente property, where the two facts a buyer will research first, the coastal bluff and the rail corridor, are both matters of public record that the family never had to think about while their parent lived there.
Two things sit on this file at once. The date of death sets the procedure, using 208,850 dollars for the personal property affidavit, 750,000 dollars for a petition to determine succession to a California primary residence and 69,625 dollars for the small value real property affidavit for deaths on or after 1 April 2025. And the coast sets the disclosure, because a bluff top parcel stays exposed to Coastal Commission appeal even where the city issues the permit, and the rail corridor record is long, public and still open.
| What sets the procedure | The date of death, not the date you file |
|---|---|
| Personal property affidavit | 208,850 dollars, deaths on or after 1 April 2025 |
| Succession to real property | 750,000 dollars, primary residence only, AB 2016 |
| Small value real property | 69,625 dollars, Probate Code 13200 affidavit |
| Bluff top exposure | PRC 30603 appeal, 10 working days from final action |
| Rail corridor | Passenger service halted as of 25 April 2025 |
The Coast Is a Disclosure Before It Is a View
An heir who never lived here has to tell a buyer about two things nobody in the family thought about at Sunday lunch: what the Coastal Act does to a bluff top parcel, and what has been happening to the tracks.
Ole Hanson, a former mayor of Seattle, bought the land in 1925 and built a master planned Mediterranean coastal resort town, and the city incorporated on 27 February 1928. Hanson required all building plans to pass an architectural review board enforcing red tile roofs and white exteriors. That consistency did not hold, and the oldest neighbourhoods are eclectic today, which is worth saying plainly to any heir who assumes there is one San Clemente style to describe.
Public Resources Code 30600 requires a coastal development permit for development in the coastal zone. Once a Local Coastal Program is certified the city issues that permit, except on tidelands, submerged lands and public trust lands. But Public Resources Code 30603 keeps local permit decisions appealable to the Coastal Commission where development is between the sea and the first public road paralleling the sea, within 300 feet of the inland extent of any beach, or within 300 feet of the top of the seaward face of any coastal bluff, with an appeal window of ten working days from the Notice of Final Action.
The city's Local Coastal Program is segmented, and one segment is not certified: Marblehead Coastal remains an Area of Deferred Certification, so permit authority there is not fully delegated. For an estate that is a timeline fact rather than a legal abstraction. Anything a buyer intends to do, and anything the family may still need to permit, runs on a longer and less predictable clock than it would elsewhere in the county.
The rail corridor is the other half, and the record is unusually complete. On the Surf Line a recurring landslide meets the right of way and, at high tide, wave action reaches the tracks. Service closed from 15 September to 3 October 2021 after beach erosion and storm damage. Passenger traffic halted on 29 September 2022 for soil movement. A further landslide closed it in April 2023. It halted again in June 2023 from the Casa Romantica landslide on the bluff above, with service resuming on 19 July 2023. On 25 January 2024 a landslide from private property north of the San Clemente Pier damaged the Mariposa Pedestrian Bridge, with limited service returning on 6 March 2024 and full service on 25 March 2024.
The response so far is riprap between the beach and the tracks, steel anchors into bedrock, and a 250 foot barrier wall twelve feet high on piles set thirty two feet deep, built under an emergency declaration. The current OCTA programme divides the work into four emergency areas by milepost. Area 1, from MP 203.83 to 203.90, and Area 2, from MP 204.00 to 204.40, covering riprap repair and sand nourishment, are complete. Area 3, from MP 204.07 to 204.34, is catchment wall construction with trail restoration and is under construction. Area 4, from MP 206.00 to 206.70, is engineered shore protection and sand nourishment and is underway. The mix is roughly ninety five percent sand and five percent rock, with about 540,000 cubic yards of sand between North Beach and Mariposa Point, at a total programme cost of 310.5 million dollars. Passenger rail service through San Clemente was halted as of 25 April 2025 for emergency reinforcement work.
The longer question is still open. The Orange County Coastal Rail Resiliency Study covers the LOSSAN corridor from San Clemente to Fullerton, over forty miles, and a separate initiative studies relocating the line inland between San Juan Capistrano and San Onofre State Beach. The vulnerability assessment was completed in winter 2024 and the final report goes to the OCTA Board in fall 2026, with a stated design goal of protecting the railroad for up to thirty years. This is an ongoing, publicly documented, repeatedly recurring hazard adjacent to Southwest San Clemente, the Pier Bowl, Shorecliffs, Cyprus Shore and Cyprus Cove, with active construction and effects on beach and trail access. It is material, and unusually for a disclosure item, the source record is complete enough that the estate can simply hand it over.
What to Do With an Inherited San Clemente Property
The order below is the heir's order, not the court's. The coastal and corridor work sits before marketing rather than after it, because everything in that file is public and a buyer will find it whether or not the estate raised it first.
Match the date of death to the procedure
The date of death fixes the route and the filing date changes nothing. Deaths on or after 1 April 2025 use 208,850 dollars for the personal property affidavit under Probate Code 13100, 750,000 dollars for a petition to determine succession to a California primary residence under 13151, and 69,625 dollars under 13200. Deaths from 1 April 2022 use 184,500 dollars for the first two.
Get one person authorised to sign
Until somebody can sign for the property, nothing else is worth ordering. In a probate that is Letters, and full authority under Probate Code 10402 or limited authority under 10403 decides whether a sale needs the court, because Probate Code 10501(b) keeps that sale under supervision where authority is limited. In a trust it is the successor trustee with a Certification of Trust under Probate Code 18100.5.
Secure it and tell the insurer it is empty
Change the locks, redirect the mail, keep the utilities connected and telephone the carrier in the same week. The policy will still name the person who has died, and an unoccupied house is underwritten on different terms from an occupied one. Confirm in writing who is now the named insured and what remains covered while the administration runs its course.
Value it as of the date of death, in its condition then
IRC 1014 sets the basis at fair market value on the date of death, and a qualified retrospective appraisal is what proves that number later. Order it before the contents leave and before anything is repaired. On a coastal parcel the appraisal also has to reflect what the property actually is, including anything the corridor or the bluff does to it.
Handle the contents and any occupant
Personal property is separate from the real estate and can be divided or sold on its own, but nothing should leave before it is inventoried and the list has been shared with the other heirs. Establish separately whether anybody is living in the house, whether relative, carer or tenant, and gather any written agreement, the payment record and the deposit.
Settle the as is question with figures
The buyer inspects regardless, so preparing the house moves the cost rather than removing the finding. Where the estate has limited cash and the heirs want the matter closed, selling as is with the reports already disclosed is frequently the shorter route. Where an item is blocking financing or insurance, do that one item. Write both routes down with numbers attached.
Build the coastal and corridor disclosure from the record
Establish whether the parcel sits in the coastal zone, whether it falls in the Public Resources Code 30603 appealable band, and whether it lies in the Marblehead Coastal segment, which remains an Area of Deferred Certification. Then assemble the corridor record. All of it is public, and an estate that has read it answers questions rather than absorbing them.
Market it, and raise the corridor early
A buyer researching San Clemente finds the closure history in an afternoon. Raising it at the start, with dates and with the current programme, costs the estate nothing and removes the moment where a buyer feels they discovered something. Expose the property broadly, keep every offer and counter in writing, and let the record rather than the family's impression answer questions.
Close, pay costs, divide
Escrow disburses to the estate or the trust rather than to individual heirs. Orange County documentary transfer tax is 0.55 dollars per 500 dollars of net consideration, which is 1.10 dollars per 1,000 dollars, and no Orange County city currently imposes one of its own. The balance is divided under the will, the trust or intestate succession, and a documented file keeps that short.
The Districts, the Bluff Line and the Corridor
In this city the address decides which disclosure file the estate has to build. These are the named districts and the fixed points an heir will be asked about.
Southwest San Clemente
One of the districts named in the city's record, and one of the areas the corridor work runs alongside. An estate selling here should hold the closure history and the current programme status before the first showing rather than after the first question.
North Beach
A named district at the northern end of the beach frontage, and the northern reference point for the sand nourishment programme, which places roughly 540,000 cubic yards of sand between North Beach and Mariposa Point.
The Lasuen boot district
The neighbourhood around Lost Winds beach, named for its shape. Proximity to a beach is exactly where Public Resources Code 30603 appealability begins to matter, so establish where the parcel sits relative to that band.
Southwest Riviera
A named San Clemente neighbourhood. On any coastal address the estate should confirm whether the parcel falls inside the coastal zone before answering a buyer's question about what can be built or changed.
Marblehead Coastal
The one uncertified segment of the city's Local Coastal Program, an Area of Deferred Certification where permit authority is not fully delegated. For an estate that is a timeline item, and it belongs in the conversation early.
The appealable band
Under Public Resources Code 30603 a local permit decision is appealable to the Coastal Commission where development sits between the sea and the first public road paralleling the sea, within 300 feet of a beach, or of the top of a coastal bluff.
The ten working day window
The appeal period under Public Resources Code 30603 runs ten working days from the Notice of Final Action. A buyer planning work will ask about it, and an estate that knows the answer is negotiating rather than reacting.
The Surf Line corridor
The right of way where a recurring landslide meets the tracks and, at high tide, wave action reaches them. The closure record runs from 2021 to the halt of passenger service as of 25 April 2025, and all of it is public.
Casa Romantica
The bluff above the tracks where a landslide in June 2023 halted service until 19 July 2023. It is one of the specific events a buyer researching the corridor will encounter, so the estate should encounter it first.
The San Clemente Pier and the Mariposa Pedestrian Bridge
On 25 January 2024 a landslide from private property north of the pier damaged the Mariposa Pedestrian Bridge. Limited service returned on 6 March 2024 and full service on 25 March 2024.
The two rail stations
Amtrak Pacific Surfliner and Metrolink serve two stations in the city. Rail access is a genuine amenity here and a genuine disclosure item, and the estate has to be able to describe both sides of that accurately.
San Clemente High School
The Capistrano Unified comprehensive high school in the city. Confirm the attendance area by address with the district rather than assuming it, and keep the written answer with a date on it before schools reach any marketing.
Bernice Ayer and Shorecliffs middle schools
The two Capistrano Unified middle schools in San Clemente. Two middle schools in one city is reason enough to have the district confirm which one serves a specific address in writing.
The 1928 town
Ole Hanson bought the land in 1925 and the city incorporated on 27 February 1928, with an architectural review board enforcing red tile roofs and white exteriors. That consistency did not hold, so the oldest neighbourhoods are eclectic rather than uniform.
Six Problems That Belong to the Coast Rather Than the House
San Clemente, California
An heir here is asked about things they never lived through. Each item below is public record, which cuts both ways: the estate cannot claim not to know, and it also does not have to guess.
The corridor record is longer than any conversation about it
Closures run from 15 September to 3 October 2021 after beach erosion and storm damage, a halt on 29 September 2022 for soil movement, a further landslide in April 2023, the Casa Romantica landslide in June 2023 with service resuming on 19 July 2023, and the 25 January 2024 landslide north of the San Clemente Pier that damaged the Mariposa Pedestrian Bridge, with limited service on 6 March 2024 and full service on 25 March 2024. Passenger rail service was halted as of 25 April 2025 for emergency reinforcement work.
A buyer assembles that timeline in an afternoon. An estate that hands it over at the start, with the current OCTA programme alongside it, is answering a question. An estate that waits is explaining why it did not mention something the buyer found without help.
A bluff top permit decision is not the end of the matter
Public Resources Code 30600 requires a coastal development permit for development in the coastal zone, and once a Local Coastal Program is certified the city issues it, except on tidelands, submerged lands and public trust lands. That much sounds like a local process.
Public Resources Code 30603 then keeps the decision appealable to the Coastal Commission where development is between the sea and the first public road paralleling the sea, within 300 feet of the inland extent of any beach, or within 300 feet of the top of the seaward face of any coastal bluff, with a window of ten working days from the Notice of Final Action. A buyer with plans needs that told to them, not discovered.
Marblehead Coastal is not fully delegated
The city's Local Coastal Program is segmented and one segment remains uncertified. Marblehead Coastal is an Area of Deferred Certification, which means permit authority there is not fully delegated to the city.
For an estate that is a scheduling fact. Where anything needs permitting, whether for the sale or for what a buyer intends afterwards, assume a longer and less predictable path than elsewhere, and say so early rather than letting a buyer build a timeline that cannot happen.
The estate never lived there, and the duty does not shrink for that
Whether the estate is exempt from delivering a Transfer Disclosure Statement depends on the procedure and is a question for the estate's attorney. It is also the point most often misunderstood, because an exemption from a form has never been permission to withhold something material the seller knows.
Since an heir's knowledge comes from records rather than from living in the house, the records are the work. Permit history, the natural hazard report covering the six Civil Code 1103.2 categories, the preliminary title report, the insurance claim history and whatever the parent kept in a file cabinet. Assemble it before listing and the estate is disclosing rather than defending.
The house was left standing empty on the insurer's old policy
The policy is still in the name of the person who has died and the property will be unoccupied for months while the procedure runs. Carriers treat unoccupied property differently, and an heir who assumes the old policy simply carries on has made the most expensive assumption available.
Telephone the carrier, put the position in writing and confirm who the named insured now is. Establish at the same time who still holds keys, because a relative or a long standing tenant in the house is a fact the estate needs before it sets a listing date, not during escrow.
The valuation was dated to today rather than to the death
Under IRC 1014 the basis of inherited property is its fair market value on the date of death, and that is the date the appraisal has to speak to. An opinion of today's value, however carefully prepared, does not do the job the tax rule requires.
Order the retrospective appraisal early and in the property's condition on that date. On a coastal parcel it also has to value what the property actually is, with whatever the corridor and the bluff line do to it, rather than a comparable that carries neither.
Sell the Coastal Property, or Keep It Between You
The income tax rules reward a documented sale soon after the death. The assessment rules reward one child moving in and staying. Both cannot be collected, and a coastal property adds a third consideration to each side.
Sell it
IRC 1014(a) resets the basis of property acquired from a decedent to its fair market value on the date of death, or to the alternate valuation date where an executor elects it on Form 706. A lifetime of appreciation on a house bought decades ago disappears for income tax purposes, and gain runs only from the date of death forward, which is why a sale soon after the death often produces close to no gain and sometimes a small loss once costs are counted.
Where the property was community property of a married couple, IRC 1014(b)(6) gives the surviving spouse's own half a new basis too, so both halves step up at the first death. IRC 1223(9) settles the holding period: property taking its basis under section 1014 and sold within a year of the death is treated as held more than one year, so long term rates apply whatever the calendar says.
Two mechanics decide how much survives. The appraisal, because an unsupported date of death value can be argued down later and gain appears where the heirs were told there was none. And who recognises the gain, since the 2026 breakpoints put estates and trusts at the top long term rate from 16,250 dollars of taxable income against 613,700 dollars for a married couple filing jointly, which makes selling from the estate or distributing first a question for the accountant in advance.
The honest downside: selling here means putting the corridor and the coastal position in front of buyers rather than living with them quietly. That work is real, it happens before a sign goes up, and it will be reflected in what buyers offer. The estate cannot both disclose properly and expect the property to be priced as though the record does not exist, and heirs who have not seen the file yet sometimes hear that as bad news about the agent rather than about the coast.
Keep it, or one heir buys the others out
For transfers on or after 16 February 2021 the Proposition 19 parent to child exclusion under Revenue and Taxation Code 63.2 covers only a family home that was the parent's principal residence and becomes the child's principal residence, or a family farm. A beach rental or a second home is fully reassessed, which in this city removes the exclusion from a large share of the properties families expect it to cover. The old Proposition 58 and 193 exclusion for other real property is gone.
The deadlines are unforgiving. The child claims the homeowners' exemption, or the disabled veterans' exemption, within one year of the transfer or the date of death, and the exclusion ends if they stop qualifying. Form BOE-19-P is due within three years of the death or transfer, or before any transfer to a third party, whichever comes first.
The relief is capped at the parent's factored base year value plus 1,044,586 dollars for transfers from 16 February 2025 through 15 February 2027. At or below that sum nothing is reassessed. Above it, the new taxable value becomes market value minus 1,044,586 dollars. A buyout among heirs is a purchase: the heir keeping the house needs financing, the lender orders its own appraisal rather than accepting a date of death figure that is months old by then, and the heirs being bought out need a value they can still defend to one another years later.
The honest downside: keeping a coastal property does not pause the coast. Construction along the corridor continues, beach and trail access is affected while it does, and the permanent alignment question is unresolved until at least the final report to the OCTA Board in fall 2026. Add insurance on an unoccupied house, deferred maintenance and the fact that IRC section 121 requires twenty four months of ownership and twenty four months of use as a residence, so a child who moves in briefly and sells at month twenty collects neither rule. Decide before anyone moves in.
A Disclosure You Did Not Live Through Is Still Yours to Make
Paula Aragone has worked Orange County transactions for 23 years, across 900+ transactions and $900M+ sold, and came to real estate after four years of law school. She holds the CPRES and SRES designations. Estate and family law attorneys send inherited property files to this office for that reason, rather than to a general listing agent meeting these rules for the first time on somebody's family home.
An inherited sale does not fail the way an ordinary listing fails. The seller has no personal knowledge of the house, so every answer has to be built from a record. The estate is often short of cash, so the repair question is a genuine decision rather than a preference. And the person signing answers to other heirs, which means the file has to show why each number was accepted, not simply that somebody accepted it.
In San Clemente the record has an extra layer, and the good news is that it is unusually complete. Where the parcel sits relative to the coastal zone and to the Public Resources Code 30603 appealable band is knowable. Whether it falls in the Marblehead Coastal segment, still an Area of Deferred Certification, is knowable. The corridor history from the 2021 closure through the halt of passenger service as of 25 April 2025, the four OCTA emergency areas by milepost, the 310.5 million dollar programme and the final report due to the OCTA Board in fall 2026 are all documented. An estate that has read them is answering questions instead of absorbing them.
What that produces in practice is plain and it works. The date of death appraisal ordered before the house is emptied and dated to the death rather than to today. The coastal position established before marketing. The corridor record handed over rather than hoped past. Every offer preserved in writing. The attorney receives a clean file, the buyer receives answers that survive their own research, and the heirs receive a number nobody has to reopen later.
Inheriting a San Clemente Property, Answered
The questions heirs ask in the first weeks here, answered for California law and for a coastal city with a documented corridor problem.
Which procedure does the estate fall under?
The date of death sets it and the filing date does not. For deaths on or after 1 April 2025 the personal property affidavit under Probate Code 13100 covers a gross estate up to 208,850 dollars, a petition to determine succession to real property under Probate Code 13151 reaches 750,000 dollars for the decedent's California primary residence only, and the affidavit for real property of small value under Probate Code 13200 covers 69,625 dollars. For deaths from 1 April 2022 to 31 March 2025 the first two are 184,500 dollars. Above the ceiling it is a full probate.
Do we have to tell buyers about the train tracks?
Yes, and it is far better said first. The record is public and long: closures from 15 September to 3 October 2021, a halt on 29 September 2022, a landslide in April 2023, the Casa Romantica landslide in June 2023 with service resuming on 19 July 2023, the 25 January 2024 landslide that damaged the Mariposa Pedestrian Bridge with full service back on 25 March 2024, and passenger service halted as of 25 April 2025 for emergency reinforcement work. A buyer finds all of that in an afternoon.
What is being done about the corridor now?
The current OCTA programme divides the work into four emergency areas by milepost. Area 1, MP 203.83 to 203.90, and Area 2, MP 204.00 to 204.40, covering riprap repair and sand nourishment, are complete. Area 3, MP 204.07 to 204.34, is catchment wall construction with trail restoration and is under construction. Area 4, MP 206.00 to 206.70, is engineered shore protection and sand nourishment and is underway. The mix is roughly ninety five percent sand and five percent rock, about 540,000 cubic yards between North Beach and Mariposa Point, at a total programme cost of 310.5 million dollars.
Is the railway going to be moved?
That is genuinely unresolved, and saying so is more useful than guessing. The Orange County Coastal Rail Resiliency Study covers the LOSSAN corridor from San Clemente to Fullerton, over forty miles, and a separate initiative studies relocating the line inland between San Juan Capistrano and San Onofre State Beach. The vulnerability assessment was completed in winter 2024 and the final report goes to the OCTA Board in fall 2026, with a stated design goal of protecting the railroad for up to thirty years.
Our parent's house is on a bluff. What does that change?
It changes who has the last word. Public Resources Code 30600 requires a coastal development permit for development in the coastal zone, and once a Local Coastal Program is certified the city issues it, except on tidelands, submerged lands and public trust lands. But Public Resources Code 30603 keeps the decision appealable to the Coastal Commission where development is between the sea and the first public road paralleling the sea, within 300 feet of the inland extent of any beach, or within 300 feet of the top of the seaward face of any coastal bluff. The appeal window is ten working days from the Notice of Final Action.
What is Marblehead Coastal and why does it come up?
It is the one segment of the city's Local Coastal Program that is not certified, an Area of Deferred Certification, which means coastal development permit authority there is not fully delegated to the city. For an estate that is a timeline item rather than a legal curiosity. If anything needs permitting, for the sale or for what a buyer intends afterwards, assume a longer and less predictable path and say so before a buyer builds a schedule that cannot happen.
Nobody in the family lived in the house. What do we actually disclose?
What the records establish, and nothing you are guessing at. Because your knowledge is documentary rather than personal, assemble it deliberately: the permit history, the natural hazard report covering the six categories in Civil Code 1103.2, the preliminary title report, the insurance claim record and whatever the parent kept. Whether the estate is exempt from delivering a Transfer Disclosure Statement depends on the procedure and is a question for the estate's attorney, and an exemption from a form is never permission to stay quiet about something material the estate knows.
Who signs for the property?
Whoever the court or the trust has authorised, settled in writing before anything is ordered. In a probate the personal representative holds Letters, with full authority under Probate Code 10402 or limited authority under 10403, and Probate Code 10501(b) keeps a sale of real property under court supervision where the authority is limited. In a trust the successor trustee signs, presenting a Certification of Trust under Probate Code 18100.5 to the title company.
Why does the appraisal have to be dated to the death?
Because IRC 1014 sets the basis of inherited property at its fair market value on the date of death, so that is the date the valuation has to speak to. An opinion of today's value does not do that job. Order the retrospective appraisal early and in the condition the property was in on that date, and on a coastal parcel make sure it values what the property actually is, including whatever the bluff and the corridor do to it.
Will there be capital gains tax on a sale?
Usually very little where the sale follows the death closely, because basis resets to date of death value under IRC 1014 and gain runs only from that point. IRC 1223(9) treats a sale within one year of the death as long term regardless of the actual holding period. Where the property was community property of a married couple, IRC 1014(b)(6) steps up both halves at the first death. California has no preferential capital gains rate and taxes the gain as ordinary income. General information, not tax advice.
Can we claim the home sale exclusion?
Not as an heir who never lived in the property. IRC section 121 excludes 250,000 dollars for a single filer and 500,000 dollars for a married couple filing jointly, but it requires ownership for at least twenty four months and use as a residence for at least twenty four months out of the five years before the sale, with no other section 121 exclusion in the previous two years. Inheriting and selling satisfies none of that. The stepped up basis under IRC 1014 is what carries the load instead.
The house was a beach rental. Does Proposition 19 still help?
No. Since 16 February 2021 the parent to child exclusion under Revenue and Taxation Code 63.2 reaches only a family home that was the transferor's principal residence and becomes the transferee's principal residence, or a family farm. A rental or a second home is fully reassessed on transfer, and in a coastal city that removes the exclusion from a large share of the properties families assume it covers. The former Proposition 58 and 193 exclusion for other real property was eliminated, so there is nothing to fall back on.
One of us wants to live there and keep the tax base. What is required?
The home must have been the parent's principal residence and must become that child's principal residence. They claim the homeowners' exemption, or the disabled veterans' exemption, within one year of the transfer or the date of death, and file form BOE-19-P within three years of the death or transfer, or before any transfer to a third party. The exclusion is capped at the parent's factored base year value plus 1,044,586 dollars for transfers from 16 February 2025 through 15 February 2027. Confirm current figures with the Orange County Assessor.
Do we fix the house before selling?
Only where the numbers say so. The buyer inspects either way, so a repair does not remove a finding, it changes who paid for it. Where the estate is short of cash and the heirs want the matter closed, selling as is with the reports disclosed is often faster and produces less argument. Where an item is genuinely blocking financing or insurance, that one is worth doing. On a coastal property, ask the inspector specifically what a lender or an insurer is likely to require before you spend anything.
Two of us want to sell and one wants to keep it. How does that end?
Nothing has to be decided in the first month, and decisions made in that month are usually the ones reopened later. The heir who wants the house can buy the others out, which is a purchase requiring financing and a documented value everyone can defend. Where co owners genuinely cannot agree, one can ask a court to force a division or sale, which is slow, is paid for out of the same estate everyone is arguing over, and hands the outcome to somebody outside the family. That is the reason to get an independent valuation early.
Related Pages
Other specialties in San Clemente
Inherited property nearby
Know What You Inherited Before You Sign Anything
949-415-4784
If a San Clemente property has just come to you, the first conversation is about which procedure the date of death set, where the parcel sits on the coast, and what the appraisal has to cover. Call or text, or ask the estate's attorney to call on your behalf.
Start a confidential conversation
Paula Aragone, California DRE 01364746. Aragone & Associates is a team at First Team Real Estate, California DRE 01008773. Information is deemed reliable but not guaranteed. This page is general information about California real estate practice and is not legal, tax or financial advice.
Aragone & Associates Real Estate Group, 4 Corporate Plaza Dr #100, Newport Beach, CA 92660. Paula Aragone, California DRE 01364746. Brokerage: First Team Real Estate, California DRE 01008773. Equal Housing Opportunity. Nothing on this page is legal, tax or financial advice, and no attorney client relationship is created by contacting this office. Consult your attorney, your accountant and your county assessor before acting on any statement here. Information is deemed reliable but not guaranteed and is subject to change without notice.