Protecting Your Practice. Simplifying Probate Real Estate.
I manage the real estate portion of probate with the same rigor your firm applies to the law — protecting attorneys and personal representatives from wasted time, liability, and client conflict
The Real Estate Burden on Your Practice
A mishandled property sale can introduce unnecessary risk and consume valuable firm resources.
Wasted Paralegal Hours
Staff spends too much time project-managing the agent instead of focusing on legal tasks.
Increased Liability Risk
Poor documentation, missed deadlines, or improper disclosures can expose your practice to malpractice claims.
Communication Breakdowns
Family conflict, heir disputes, and unrealistic expectations require specialized, neutral communication to keep cases moving.
Curtis McDaniel
Certified Probate Professional
Compliance & Operations Specialist
Curtis McDaniel, CA DRE #02201357
eXp Realty of California, Inc., DRE #01878277
“I bridge the gap between law and real estate — ensuring every probate sale is managed with defensible processes and zero wasted attorney time.”
A Disciplined Process You Can Trust
My role is to serve as an extension of your team, providing operational expertise for the real estate portion of the estate.
Our System Delivers:
- A Defensible Audit Trail: We don’t just coordinate vendors; we document every decision, bid, and invoice, providing a clear audit trail for court accountings and beneficiary inquiries.
- Proactive & Predictable Reporting: Our communication is built on a simple policy: you are always informed, never burdened. You receive a consolidated status report on a set weekly schedule, with immediate alerts for any time-sensitive events like the receipt of an offer.
- Financial Ledgers for Every Property: We maintain a clear, simple ledger for all property-related expenses, ensuring every dollar is accounted for and simplifying your final accounting.
- Court Deadline & Task Management: We integrate the legal deadlines from your case calendar into our operational plan, ensuring tasks like property appraisals and inspections are completed well ahead of court requirements.
- Neutral, Fact-Based Beneficiary Communication: We handle the difficult, emotional conversations about the property with a neutral, fact-based approach, reducing client anxiety and freeing up your firm’s time.