Which decision needs a property value?
Start with the decision and its date. An inventory, a proposed transfer and a current housing decision can need different instructions even when they concern the same address.
Estate
Separate the January 1 assessment from later condition and an estate date.
Probate
Compare the recorded description with the estate inventory instructions.
Divorce
Identify disputed improvements, the requested date and report recipients.
IRS-related past-date request
Obtain the adviser's date and use before assembling historical records.
Residential property decision
Flag additions, units or parcels not reflected in the county description.
Urgent deadline
Give the deadline, earliest access and missing records together.
A purpose is not an accepted assignment
Use the linked preparation guide to assemble the right records. The proposed provider and recipient still need to agree the scope, effective date, reporting instructions, fee and delivery arrangements.