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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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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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