Our Services
How Can Dan Help?
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.
Services Offered
Dan is in charge of making sure that, when time comes, your assets or the assets of a family member are managed appropriately, expenses are taken care of, and beneficiaries receive what you wished.
Dan is also the peace and “piece-keeper,” trying to keep family at peace and lawsuits from flaring and keep the family unit pieced together. While performing these tasks, Dan is legally bound to act as “fiduciary” – which dictates the need for loyalty and freedom from legal conflicts.
Dan expresses the firm’s philosophy in six simple words: “To us, your trust is everything.”
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.
Chat with a professional trustee?
Send Dan a message or call him to schedule an appointment now.
GENERAL INFO
