Successor Trustee
Why do you need an impartial, experienced trustee like Dan as your successor trustee!
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.
- 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 areas 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?
Manages Expectations
Because of the unexpected surprises, your documents become unleashed—many loved ones are disappointed and frustrated. Dan’s forethought will ensure that they cry for you and not over your estate.
Your Goals
Some trustees’ main line of business is investments, while for others tax planning or legal drafting is what they specialize in. Dan wants to know how the trust will improve your family’s quality of life.
Builds Bridges
Dan works with you to plan ahead in the future with your family and your professional team to improve buy-in, alignment, and collaboration and lessen onboarding friction.
Inventory
Dan assists you in creating an inventory of your finances and items to prevent a costly and time-consuming search for your assets after you have passed away and can no longer locate and explain them.
Clarity
Dan makes sure that your successor and the rest of your team are aware of what needs to be done and are capable and eager to do it, preventing the suffering, delays, and expense that result from a trust mismatch.
Ounces of Prevention
Dan gives you a personalized “To Do” list with shortcuts to help you reach your objectives. He highlights possible problem areas in advance so they can be fixed right away with your help.
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.
Send Dan a message or call him to schedule an appointment now.
Testimonials
What Clients Are Saying
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.
Michael Barr
President & CEO
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.
Robert W. Kaufman
Attorney
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.
Kathy Brown
Business Relations Manager
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.
Jennifer Guimond-Quigley
Attorney
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.
John Fitzpatrick
Trust And Estate Litigation Attorney
GENERAL INFO
