Dan is in charge of making sure that, when the 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. And so, Dan is also the peace and “piece-keeper,” trying to keep family at peace and lawsuits from flaring and keep the precious 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.”
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.Learn More
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.
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 More