Why do you need an impartial, experienced trustee like Dan as your successor trustee?

  • With his unique preparedness program, Dan is able to step in promptly when you need him. And so, Dan will save you and your family time, money and heartache.
  • Being a successor trustee requires legal, financial and technical expertise. Dan’s experience in all these critically important legal area minimizes conflicts, costly mistakes and delays.
  • Trusts fail over family favoritism, conflicts of interest, or even the appearance of it. Every member of the family can trust Dan to remain independent & impartial.
  • Some successors hire their team to replace yours. Dan works on an open -architecture model so you can select the team you want.
  • Beneficiaries suffer when minimum legal standards are mistaken as best practices. Dan is guided by the law, AND also by what you and your family need.
  • Your successor will need to make decisions for unanticipated issues. Guided by in-depth conversations regarding your wishes, values and goals, Dan is well-informed and prepared to make decisions that you would want.
  • Starting to arrange the details and connecting with family members can be difficult once you’re gone, and can even be an emotional strain. Dan’s unique preparedness program allows him to be up to speed when you and your family need it most.

Why work with Dan?


Many loved ones feel disappointment and frustration from surprises your documents inadvertently sprung. Dan’s advance work ensures they shed tears for you and not the state of your estate.


The real business of some trustees is to settle family scores, for others it’s their core offering of investments. For Dan it's how does the trust make life better for you and your family.


Dan helps you coordinate with your family and your professional team in advance to enhance buy-in, alignment & collaboration, and reduce onboarding friction.


Dan helps you to inventory your accounts and possessions to avoid a costly and time-consuming hunt for your assets when you’re no longer there to find and explain them.


Dan ensures that your successor and the rest of your team knows what needs to be done and are able & willing to do it, avoiding the pain, delays, and cost of a trust mis-fit.

of Prevention

Dan provides a customized “To Do” list revealing shortcuts to accomplish your goals. He shines a preemptive light on potential trouble spots, so they can be resolved now with your guidance.


If you want to avoid the delay, expense and heartache of a successor trustee who can’t hit the ground running, Dan may be the best fit to serve you and your family.

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

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Daniel Felix
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