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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.

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- Services Offered -

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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.

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Your Successor Trustee
to Implement 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.


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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, Dan helps families prepare for the inevitable and so better avoid costly delays and stress.

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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.

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Would you benefit from a chat with a professional trustee?

Call Dan or fill out the form to schedule an appointment now.

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Featured Articles

Pointers for Trustees under the new Illinois Trust Code

01/19/2020

Here's how many key provisions of the Code work & what they mean. Published by the Illinois Bar Journal so lawyers can understand this new law effective January 1, 2020.


by Daniel P. Felix
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Checklist for Trustees under the new Illinois Trust Code

01/19/2020

This detailed checklist covers many key trustee tasks under this law effective January 1, 2020. Published by the Illinois Bar Association Trust & Estate Newsletter for trust attorneys.


by Daniel P. Felix
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eBook: How to Choose your Trustee

12/31/2019

To prevent sinking and to make sure your trust makes it to where you want it to go, you may want to use care to select who captains your trust through these too-often rough waters.


by Daniel P. Felix
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Featured Blogs

Report from the Front

A string of posts on unprepared spouses yields hard, practical lessons, including the value of an independent trustee.

01/23/2020

Jack Bogle etc.
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Geeky Trustee

A checklist under the new Illinois Trust Code from yours truly published in the Newsletter of the State Bar's Trust & Estate Section.

01/21/2020

Daniel P. Felix
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Trustee School

Here's my article published by the Illinois Bar Journal with practical pointers on the new Illinois Trust Code.

01/10/2020

Daniel P. Felix
View Blog