Meet Dan Felix

Who Is Dan Felix?

Daniel P. Felix advises & counsels families and their trustees about trust administration — and in the right situation, Dan serves as trustee.

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

In this unique expertise, Dan works closely with each family’s estate & financial planners as well as their other advisors. Insured and, on a project basis, bonded, Dan has seven employees and a roster of sub-contractors he uses as needed to provide professional continuity as well as efficient support.

While serving as fiduciary, Dan recommends the use of a trust protector to provide institutional continuity in the event of his own inability to further serve.

Dan typically works on hourly or flat fees. He does not accept or offer referral fees, commissions or any other compensation. As an independent trustee, Dan wrote and believes in the Bill of Trust Beneficiary Rights.

What is Dan’s mission?

As trustee, I assume the highest responsibility to apply the trust document and law of trust administration to support the beneficiaries. 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:

  • Pursuit of excellence & well-calculated risks.
  • Honoring relationships & spiritual as well as the legal & the financial legacy.
  • Collaboration & simplicity.

The professional hats Dan wears:

  • Trustee
  • Successor Trustee
  • Trust Protector
  • Power of Attorney
  • Executor
  • Directing / Directed Trustee
  • Trust Advisor
  • Distribution Trustee

Dan has experience helping in these trust types:

  • Revocable and Irrevocable Trusts
  • Insurance Trusts (ILIT)
  • Special Needs Trusts
  • Grantor Trusts
  • Charitable Trusts
  • Generation Skipping Trusts (GST)

The values, principles and beliefs that guides Dan’s work:

As trustee, I assume the highest responsibility to apply the trust document and law of trust administration to support the beneficiaries. My intention is to provide a personalized approach tailored specifically to those people involved with each trust.

  • Prudently transparent trust administration.
  • Empowerment of primary beneficiary.
  • Preparation of contingent beneficiaries.
  • Encouragement of the legacy and achievement of the grantor, and of the family.
  • Values-based management.
  • Efficient use of resources.
  • Open communications.
Trustee Alliance - Master Certified Independent Trustee
Super Lawyers Rated Daniel Felix

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  your estate.

Your Goals

 Some trustees’ main line of business is resolving family disputes, while for others, investments are 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.
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Chat with a professional trustee?

Send Dan a message or call him to schedule an appointment today.

(847) 444-0251

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