The Trustee You Need
to help you navigate the choppy waters of trusts, so you and your family can find the harbour of ease
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.
Learn More- Services Offered -
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.
Learn MoreThe 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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Excellent
4.8 out of 5
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.
Trust and Estate Litigation Attorney
John Fitzpatrick
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.
CEO | President
Michael Barr
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.
Attorney
Jennifer Guimond-Quigley
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.
Business Relations Manager
Kathy Brown
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.
Attorney
Robert W. Kaufman
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
View ArticleChecklist 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
View ArticleeBook: 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
View ArticleFeatured 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.
View Blog
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
View Blog
Trustee School
Here's my article published by the Illinois Bar Journal with practical pointers on the new Illinois Trust Code.