The Definition of Our Role: Advisory

Please Read This Section Carefully.

California Probate and Trust Services is built on a foundation of transparency. To ensure there is no ambiguity regarding our function, authority, or relationship with you, we provide the following statutory disclaimers.

This website has been prepared for general information purposes only. The information on this website is not legal advice.   The law may vary from each California county to another, so that some information in this website may not be correct for your situation.  Lastly, the information contained on this website may change and is not guaranteed to be up to date. Therefore, the information contained in this website cannot replace the advice of competent legal counsel licensed in your county or jurisdiction. 

1. We Are Not a Law Firm

California Probate and Trust Services is a Joint Advertising Cooperative and Advisory Group. Limitations include:

• No Legal Advice: The content on this website is for informational purposes only. It does not constitute legal advice. Reading this website does not create an attorney-client relationship.
• No Representation: We do not represent you in court, draft legal pleadings, or appear on your behalf.
• The Attorney-Client Relationship: An attorney-client relationship is formed only when you explicitly sign a retainer agreement with one of the independent advisory attorneys in our network. California Probate and Trust Services is not a party to that agreement unless otherwise stated.
• Lawyer Advertising: In some jurisdictions this website may be considered attorneuy advertising. Hiring a lawyer is an important decision that should not be based solely upon advertisements or solely on this website. Any referral or introduction of an attorney does not constitute a recommendation of the attorney. Before hiring any attorney, you should investigate the attorney’s reputation and qualifications.

2. Independent Attorney Network

The attorneys in our Advisory Group are Independent Contractors and separate legal entities. They do not work for California Probate and Trust Services and are subject to:

• Vetting Protocol: While we employ a rigorous Intake and vetting process to select attorneys based on experience and track record, we do not control their independent professional judgment.
• Liability: California Probate and Trust Services is not responsible for the legal advice, errors, omissions, or malpractice of the independent attorneys to whom you are referred. You are encouraged to conduct your own due diligence before hiring any legal counsel.

3. Compliance with Business & Professions Code § 6155(h)

We operate in strict compliance with California Business and Professions Code § 6155(h), which governs lawyer referral services and joint advertising cooperatives, including but not limited to:

• No Fee Splitting: We do not engage in unethical fee-splitting arrangements that compromise the attorney’s loyalty to you.
• Advertising Standards: This platform constitutes a “Joint Advertisement” for the participating attorneys and service providers.

4. Real Estate Brokerage Disclaimer

Shane Dailey and Cal Mutual Inc. are licensed by the California Department of Real Estate (DRE# 01946651) and acknowledge the following:

• Ancillary Services: Any references to real estate sales, property management, or “Liquidity Bridge” services (clean-outs, repairs) are conducted under the auspices of this Real Estate Brokerage license, separate from the legal advisory function.
• No Coercion: You are under no obligation to use our real estate services to access our attorney network, and vice versa. These are distinct service lines offered for your convenience.

5. No Guarantee of Results

Legal outcomes are variable. Past performance is not indicative of future results and depends upon:

• Case Specificity: Every Probate and Trust administration is unique. Testimonials found on this site reflect the experiences of specific clients and do not guarantee that your case will have the same outcome.
• Timeline Estimates: Any references to timelines (e.g., “Saves 12 months”) are estimates based on typical case trajectories and do not guarantee court performance.

6. Cash Advances (Advance-and-Reimbursement)

The Cash Advance “Advance-and-Reimbursement” program for estate clean-outs and repairs is a financial product offered by the real estate division and is subject to the following terms:

• Reimbursement: Funds advanced for property stabilization are a loan secured by the estate’s future proceeds and must be repaid through close of escrow.
• Qualification: There is no promise or guarantee of any cash advance.  Each estate, case or transaction is analyzed for risk level and  not all estates will qualify for advances. Qualification depends on equity sufficiency and the Administrator/Executor’s authority.

7. Limitation of Liability

By using this site and our Advisory Services, you agree that California Probate and Trust Services, its officers, directors, and employees shall not be liable for any direct, indirect, incidental, special, or consequential damages resulting from your use of the network or your engagement with any affiliate attorney.

8.Live Chatand Contact Us Form Fields

This website uses use Live Chat to communicate with users browsing the site.  We make every effort to insure the privacy of our site’s users.  However,  they may be instances in which information obtained during chats is temporarily preserved in order to provide the best quality chat service.  We will retain copies of transcripts for two years for quality assurance purposes. Live Chat employs cookies to define user sessions, which allows for the collection of important data about whether a user is a returning visitor. Live Chat will collect data about a user’s geographic location and include this estimate on the transcripts.