The Trustee You Need
Helping you navigate the waters of trusts, so you and your family can find the harbor of ease.
How Can Dan Help?
Dan can help you in his role as trustee in two ways . If you need a trustee as fast as possible, Dan can take command immediately. Or if you want to be proactive, and get your estate in order ahead of time, you can engage Dan now to begin work as your “successor trustee.” Dan can also help you prepare ahead without having him officially take on the trustee role.
Services Offered
Your On-Demand Crisis Trustee
Virtually on demand, Dan Felix offers an unexceeded level of trust and expertise to calm estates in rough waters. Designated as a “Master Trustee” by the Independent Trustee Alliance, Dan succeeds with a unique combination of technical expertise.
Successor Trustee For Your Estate Plan
As your successor trustee, Dan starts now to help you and your family achieve a smooth and efficient transition and increase your confidence in the accuracy and ease in the process. Being prepared now will save you money, time and heartache later in life.
Preparing You Before The Crisis Hits
Dan offers his guaranteed preparedness service even when he’s not serving as your trustee. Leveraging his expertise in cleaning up family trust breakdowns, helps families prepare for the inevitable and so better avoid costly delays and stress.
The Story
The Professional Trustee successfully administers trusts based on the special needs of the grantor (you perhaps), the size of your family and the size and scope of the estate.
There is no minimum estate size in order to qualify for personalized service, and no system that you have to fit into. Instead, we create a unique constellation of systems and services that are personalized to meet individual and estate needs.
Chat with a professional trustee?
Send Dan a message or call him to schedule an appointment now.
Testimonials
What Clients Are Saying
Dan has worked as a trustee for my family for over fourteen years. He has negotiated a real estate sale for multiple trusts to multiple buyers. He has negotiated an employment agreement for me. He holds a mortgage in trust for a family member. He does multiple trust quarterly tax filings as well as record keeping for multiple trust tax returns. He handles a total of 8 trusts and one six partner family partnership. He coordinates Life insurance policies for us as well. He is honest and has always been helpful as a confidant. I have referred Dan to a number of close friends and will continue to do so.
Michael Barr
President & CEO
Daniel is knowledgeable about trust matters, and understands the roles and responsibilities of the trustee. He strikes a good rapport with trust beneficiaries, as well as with their other professional advisers.
Robert W. Kaufman
Attorney
Dan Felix has an uncanny ability to understand the inner workings of family. His biggest passion is to find the most optimum plan to transition a family from one generation to the next keeping the joy and values intact.
Kathy Brown
Business Relations Manager
Dan has a knack for guiding people in the right direction and making them feel as if it were their idea all along. His collaborative and collegial style is refreshing and very necessary for the type of work that he does. I had a pleasure working with Dan on a trust matter recently and highly recommend him.
Jennifer Guimond-Quigley
Attorney
I worked with Dan to resolve a sticky situation involving a single pot trust for the benefit of two children who lost their father and who have different mothers. Dan handled the situation with intelligence, grace, clarity. Because of his efforts and approach, we were able to reach an accord with all interested persons, helped to preserve family relations, and limit the expense of future administration. Dan is a top shelf trustee and advisor.
John Fitzpatrick
Trust And Estate Litigation Attorney
Articles
Writings from The Professional Trustee
What I Believe
The family should be better off for the work the trustee does. The trustee lightens the load of the family by doing his job meticulously with a high sensitivity for each family member.
Our Vision and Mission
Clients tell us they search for meaning and comfort, especially during sensitive life transitions and facing the inevitable. Especially as to what they want to learn from past enervations and to pass on to the next.
Principles and Values
My intention is to provide a personalized approach tailored specifically to those people involved with each trust. This personalized approach is informed by my professional values.
The 10-Step Plan to Avoid a Bad Death
Many of us have witnessed Bad Deaths. Whether they be of another family member, friend, acquaintance or a beloved celebrity, we have seen those who have suffered
Bill of Trust Beneficiary Rights
Each and every beneficiary to a family trust should enjoy these rights: The beneficiary should have the trust explained to her in understandable written English. Knowing what benefits her, the beneficiary should have active input in creating the vision, mission...
Why It Matters Who Serves as Your Client’s Trustee
Many advisors are indifferent to their client’s choice of trustee. However, these advisors may be doing their clients a disservice, given the immense impact the trustee has
Put Your Successor Trustee to Work NOW!
Don’t Wait Until It Is Too Late One of the prevalent and cruel myths in the trustscape is that the successor trustee has nothing to do until the disability or death of his predecessor. At first glance, this wrong idea makes some sense. After all, it reflects the legal...
Field-Testing a Trust for Success
Offer this proven practice to help your clients enjoy a smooth transition and avoid litigation and other horrors Executive Summary Part 1: Problem and Solution: Despite excellent drafting, families experience distress and worse around trust administration, because of...
The Four C’s of Successful Intergenerational Transition
I find giving an interview helpful in distilling my thoughts and experiences on successful intergenerational transition, especially so when the interviewer is thoughtful and passionate. So, here are some highlights from my interview by Jeff Bechar, principal of...
GENERAL INFO
