Fiduciary Grade Execution: Protecting Your Practice in Probate Real Estate.
I'm not a lawyer. I am a specialist in legal service operations. Our sole purpose is to ensure the real estate portion of your probate case is handled with the procedural discipline you expect from a member of your own team.
Eliminate Real Estate Liability From Your Probate Cases
My proprietary operational system instills fiduciary-grade operational discipline, shielding your practice from the procedural risks that lead to malpractice claims.
A Disciplined Framework for Practice Protection
The Fiduciary-Grade Foundation
Every engagement begins with our confidential risk audit to identify and neutralize procedural vulnerabilities. This foundational step ensures a secure, compliant framework from the start, aligning every subsequent action with the primary goal of protecting your practice.
Flawless System Execution
Flawless System Execution My operational system is the engine for flawless execution. As your specialist, I personally manage every tactical detail with operational discipline, freeing your team to focus on their core legal tasks instead of project-managing an agent.
Defensible Communication & Reporting
We manage all stakeholder communication with specialized, neutral language to prevent conflict. Upon closing, we deliver a comprehensive digital binder with a full, defensible record, providing a permanent shield for your case file.
A Specialist in Legal Service Operations
We manage the operational details and compliance risks of probate real estate so your firm can focus on the law.
My role is to serve as an extension of your team, providing operational expertise for the real estate portion of the estate.
Curtis McDaniel
I am not a lawyer. I am a specialist in legal service operations.
Curtis McDaniel, Legal Operations Specialist. Former Operations Lead for Point Break Holdings (Supporting Elite Legal Practice).
CA DRE #02203157
eXp Realty of Southern California, Inc., DRE #02187306
I was tasked with building the 'Elite Legal' brand from the ground up. In that role, I developed the core training systems and business protocols that drove its growth and ensured operational compliance. Today, I bring that same system-building expertise to protect your practice during every probate sale.
The System Deliverables
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.