Who Is Dan Felix?

Daniel P. Felix is a licensed Illinois attorney using his legal and other essential skills to help families navigate the waters of disability and death.

Dan has developed his services and team from his 30+ years of working and teaching.  Certified as a “Master Trustee” by the Independent Trustee Alliance, Dan has lectured to attorneys as well as trustees, including a year-engagement to teach a law firm the art and science of the trustee job. He has written extensively on trusts, including two books.

Dan can help in several ways. First, he can step in immediately to actively administer a family’s trust or estate. Typical scenarios include substituting for another who isn’t a fit or staffing a newly-created trust.

Alternatively, Dan can serve as successor trustee, executor, or power of attorney, that is, he can serve as the next-in-line administrator — but with a difference! Instead of sitting around waiting for the inevitable to happen, Dan gets prepared so he can hit the ground running at the time of need.

Finally, Dan offers that same preparedness service no matter who your trustee is, even when it’s not Dan. Dan achieves success by building a solid foundation so your preferred trustee can better deliver what you want when you need them.

Regardless of the exact project, Dan works closely with each family’s estate & financial planners as well as their other advisors. Dan is insured and uses his seven employees and a roster of sub-contractors as needed to provide professional continuity as well as efficient management.

Dan typically works on an hourly fee basis. Maintaining professional focus and impartiality, he does not accept or offer referral fees, commissions or any other compensation.

For more information about Dan, please refer to his articles:

• What I Believe
• Our Vision and Mission
• Principles and Values
• Bill of Beneficiary Rights
• Why it Matters Who Serves as Your Client’s Trustee