Partner With The Specialists Who Protect Your Practice.
As specialists in legal service operations for San Diego probate attorneys, we handle the complexities of probate real estate with the procedural discipline you demand, allowing your firm to focus on core legal work and protect your practice.
Our Framework for Flawless Execution
Procedural Discipline
Our process is built on a foundation of procedural discipline. We manage every detail of the real estate transaction with a systematic, checklist-driven approach. This ensures flawless execution, protects the case file from transactional errors, and reflects the standard of precision you expect.
Practice Protection
Our role as legal service operations specialists extends beyond the transaction. We proactively identify and mitigate the operational risks that can create liability and delays, protecting your time, your client relationship, and your professional reputation.
Streamlined Communication
You will have a single, professional point of contact for the entire real estate process. We provide concise, relevant updates and manage the workflow proactively, eliminating administrative burdens and freeing you to focus on the legal aspects of the case.
A Track Record of Success
Case Study: Creating Clarity When Heirs Are in Conflict
Challenge: We were brought into a probate matter where the attorney was struggling with a lack of clear direction. The heirs were not communicating with each other, resulting in conflicting instructions and bringing the sale of the estate’s primary real estate asset to a complete standstill.
Action: We immediately deployed our ProbateFlow™ system to create a single, transparent communication hub for all parties. All offers, showing schedules, and transaction updates were posted in real-time for everyone to see simultaneously. This established a single source of truth, ending the back-channel conversations and confusion.
Result: The process created immediate clarity and alignment, de-escalating the conflict. The property was sold efficiently and for a strong market price. Most importantly, it completely insulated the attorney from the family dynamics, allowing them to rely on our concise updates instead of mediating sibling disputes. This protected the attorney’s time and allowed them to focus on the legal work.
Case Study: Providing Clarity for an Out-of-State Executor
Challenge: An estate’s executor lived in another state and felt completely disconnected from the sale of the primary real estate asset. This led to constant requests for updates and information, creating a significant administrative burden on the attorney’s office.
Action: We provided the out-of-state executor with secure, 24/7 access to our ProbateFlow™ client portal. This gave them a real-time, transparent view of all marketing activities, showing schedules, feedback, and every offer as it was submitted.
Result: The executor felt empowered and fully informed, which eliminated their constant requests for information from the attorney. This protected the attorney’s time, increased the client’s confidence in the process, and resulted in a smooth, efficient sale that closed without any logistical delays.
Meet The Partners
Curtis McDaniel
Operations & Attorney Liaison
Curtis McDaniel founded SD Probate Partners to solve a critical problem he observed over his career: the operational gap between legal strategy and real estate execution in probate cases. With a rare combination of technology, real estate, and legal services expertise, he offers a partnership that is unique in the San Diego legal market.
Curtis brings two decades of experience as a real estate operator, with deep expertise in managing the procedurally-intensive sales found in the foreclosure space. This is complemented by ten years in business development, including direct experience supporting the consumer credit legal services industry.
However, it is his original background in technology engineering that truly sets his service apart. Curtis leveraged this expertise to develop ProbateFlow™, our proprietary system designed to manage every case with unparalleled efficiency, transparency, and discipline.
Curtis is not a lawyer, but a specialist in legal service operations. His mission is to protect your practice from operational risk within San Diego probate cases, allowing you to focus on the law, confident that the real estate is being handled with technological precision and local market expertise.
Spencer Soto
Real Estate & Marketing Specialist
Spencer Soto brings a wealth of specialized expertise to every probate real estate transaction, directly addressing the complexities attorneys face in maximizing asset value and ensuring seamless sales. With over 9 years of active experience exclusively in the San Diego real estate market, he leads the sales and marketing strategy for every property within our system. Spencer’s exceptional track record includes being nominated Realtor of the Year, placing him in the Top 5% of all realtors in San Diego County (DRE #01995231). He excels at positioning and marketing probate assets to achieve maximum value, handling every aspect from strategic property preparation to skilled negotiation and closing. His deep understanding of local market dynamics and court-mandated processes ensures that the estate’s most significant asset is managed with unparalleled market-savvy precision and care, ultimately protecting the attorney’s time and reputation while driving optimal outcomes for the estate.