Eliminate Real Estate Liability From Your Probate Cases
Our ProbateNexus™ System instills fiduciary-grade operational discipline, shielding your practice from the procedural risks that lead to malpractice claims.
The Fiduciary-Grade Standard: Why Operational Discipline Protects Your Practice
The greatest risk to a law practice isn’t legal strategy—it’s flawed execution.
In high-stakes probate and trust administration, real estate operations are a critical point of failure that can expose the supervising attorney to liability, court scrutiny, and unnecessary surcharge claims. The fiduciary duty demands more than standard real estate service; it requires fiduciary-grade operational discipline.
SD Probate Group serves the San Diego legal community by applying the ProbateNexus™ System, guaranteeing that the real estate portion of your case is managed with the procedural rigor you expect from your own firm.
We eliminate your risk by providing:
A Defensible Audit Trail: Every valuation, notice, and court document is logged and traceable via the ProbateNexus AI Tool.
Zero Wasted Time: We assume all real estate-related project management, freeing your paralegals to focus exclusively on legal deliverables.
Unimpeachable Compliance: Our execution is certified under the CPTE℠ standard, ensuring adherence to the most meticulous DRE and court requirements.
The ProbateNexus™ Protocol: From Liability to Audit-Ready File
The ProbateNexus™ System is our proprietary procedural framework, executed under the Certified Probate Transaction Executive (CPTE℠) standard. It transforms the real estate transaction from a liability risk into a defensible, traceable court deliverable.
Here is how we ensure procedural integrity for your probate case:
1. ProbateNexus AI Tool: The Audit Engine
We leverage the ProbateNexus AI Tool not for legal advice, but for uncompromising operational discipline and data integrity. The tool automatically generates and tracks the following essential outputs, designed for attorney-review and court submission:
Defensible Audit Trail Log: A chronological, time-stamped log of every required notification, disclosure, document transfer, and marketing step taken.
Proactive Reporting Schedule: Automated status updates and milestone alerts (e.g., Notice of Proposed Action deadlines, bid periods, appraisal receipt) delivered directly to your legal team.
Financial & Fee Ledger: A neutral, transparent accounting of all real estate-related costs, commissions, and credits, formatted for seamless integration into the estate’s final accounting.
2. CPTE℠ Standard: The Human Shield
Execution is handled by the SD Probate Group team operating under the rigorous CPTE℠ standard. This training ensures that the operating executive:
Understands Fiduciary Nuance: Knows how to handle communication with disputing beneficiaries neutrally and only provides operational facts, never legal counsel.
Masters Complex Forms: Uses correct California real estate forms and ensures every signature and disclosure adheres to the unique requirements of a probate or trust sale.
Protects Property Value: Coordinates the court-required Probate Referee Appraisal and manages the marketing period to satisfy the 90% minimum sale price rule with transparent bidding procedures.
What We Deliver: Your Audit-Ready Documentation
The true value of our procedural discipline is in the meticulous, pre-packaged documentation we provide, eliminating the need for your paralegals to chase down missing figures or audit the real estate file.
We turn the transaction process into two court-ready packets, generated and verified by the ProbateNexus™ System:
1. The Attorney-Centric Real Estate Operations Briefing
This packet is your comprehensive overview of the property’s status, compliance history, and defensible valuation. It includes:
The Chain-of-Custody Log: A verifiable, time-stamped record of all disclosures, notices, and communications required by the court, ready to be dropped into the master file.
Neutral Communication Transcripts: Documentation proving that all beneficiary/fiduciary communications were handled under the CPTE℠ standard, providing only operational facts and avoiding any perception of legal conflict.
The Title Report Demo: A proactive, early-stage review that identifies and resolves potential title defects before they can derail the court confirmation hearing.
2. The Probate Fee & Commission Guide (Financial Guide Demo)
This document ensures the final accounting is transparent, justifiable, and court-ready, mitigating the risk of surcharge claims. It details:
Fiduciary-Specific Fee Breakdown: A transparent calculation of real estate commissions and all related transaction costs, clearly distinguishing between statutory fees and extraordinary services.
Financial Ledgers: A detailed, running ledger of all property-related expenses (utilities, repairs, insurance) paid out of the estate, formatted for easy transfer to your final accounting schedules.
The Specialist Behind the System
Meet Curtis McDaniel, Creator of the ProbateNexus™ System and CPTE℠ Standard
“I am not a lawyer. I am a specialist in legal service operations. My job is to ensure that the real estate portion of your probate case is handled with a level of professionalism and procedural discipline that you would expect from a member of your own team. We protect your practice by executing our role flawlessly so you can focus on yours.”
We believe trust is built on verifiable expertise. We invite all legal professionals to perform their due diligence: