Preparing You Before The Crisis Hits
Why do you need a professional helping you get prepared?
Dan offers his guaranteed Preparedness Program even when he’s not serving as your trustee. Leveraging his expertise in cleaning up family trust breakdowns, Dan helps families prepare for the inevitable to ease stress, avoid costly delays or financial missteps at a stressful and emotional time.
- Having your family & successors figure it all out at the time of need too often results in costly delays and needless pain. With Dan’s unique preparedness plan, your team hits the ground running when you need them to.
- Most people know some pieces of what they need to do, but they don’t do it. Dan’s preparedness service gets it done!
- Many tasks that can save time, money and heartache later are not obvious. Dan’s insights from years of helping families will reveal important options.
- Your family and successor may not understand your intentions and their roles. Dan makes sure your team knows what they need to do.
- Not addressing the devilish details colors your legacy. Dan helps you demonstrate your love, respect, and care for your family by making it easier to settle your affairs once you are gone.
Why Work With Dan?
Manages Expectations
Because of the unexpected surprises, your documents become unleashed—many loved ones are disappointed and frustrated. Dan’s forethought will ensure that they cry for you and not over your estate.
Your Goals
Some trustees’ main line of business is investments, while for others tax planning or legal drafting is what they specialize in. Dan wants to know how the trust will improve your family’s quality of life.
Builds Bridges
Dan works with you to plan ahead in the future with your family and your professional team to improve buy-in, alignment, and collaboration and lessen onboarding friction.
Inventory
Dan assists you in creating an inventory of your finances and items to prevent a costly and time-consuming search for your assets after you have passed away and can no longer locate and explain them.
Clarity
Dan makes sure that your successor and the rest of your team are aware of what needs to be done and are capable and eager to do it, preventing the suffering, delays, and expense that result from a trust mismatch.
Ounces of Prevention
Dan gives you a personalized “To Do” list with shortcuts to help you reach your objectives. He highlights possible problem areas in advance so they can be fixed right away with your help.
If you want to be prepared and avoid burdening you and your family with extra delay, expenses and heartache, Dan and his preparedness program may be the fit for you.
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
GENERAL INFO
