5.0 stars 15 totalReview Daniel Purtell
Posted by Scott
My wife and I worked with Daniel to optimize our estate plan in light of changes in the field over the last 10 years and were very heartened by the results. Dan asked us great questions, organized our ideas in a variety of diagrams to help us visualize the relationship of various trusts to one another and finalized our intentions into a comprehensive plan with associated action steps. We would highly recommend working with Daniel and team for estate planning purposes.
Posted by Kyle
My wife and I worked with Dan to create an estate plan just in time for the birth of our first child. Dan helped us understand our options, and the strengths, weaknesses, and costs of each option. His team made the experience so easy through their excellent and thorough follow up. I work in banking and would recommend Dan without hesitation to any of my clients.
Posted by dan
Dan has given both my wife and I the best adivice and information. We feel we are able to make wish decisions based on that information so that we can make the best decisions for our long range goals.
Posted by Bill
The entire process of establishing a trust was handled very thoroughly and professionally
from our first meeting, the documents signing, and the follow-up meeting involving our
children. Dan was able to explain the terms of the trust in a language that our children
could understand. The entire staff worked to ensure that the follow-up funding of the
trust was completed to make sure that nothing was missed. Everybody was very
professional in their approach. I encountered only one glitch, that being my attempt
to make an appointment on line which was not successful, since it required an actual
telephone call to set up an appointment. I assume that they may not be checking the
email system often enough to see their messages. Overall a very good and comforting
Posted by Mike
My wife and I have worked with Mr. Purtell on creating trusts. Mr Purtell explained the difference between wills and trusts, so we could make an informed decision as to which we wanted to create.
We have modified our trust to shelter our assets, should we need long term health care.
I can recommend Mr. Purtell without reservation.
Posted by Scott
We met with Dan in 2007 to discuss the setting up of a Family Trust. He is a great listener and helped us craft a document that met our unique needs as well as comply with all estate laws. Over the years he has been very pro-active in updating our Trust as well as making sure there have been no material changes in our situation. I would recommend Dan Purtell to anyone looking for help in Estate Planning.
Posted by Don
My wife and I went to Dan for the establishment of a living trust. Dan is very knowledgeable, approachable, and friendly. He has a good understanding of the laws surrounding estate planning and helps his clients feel at ease with the difficulties surrounding the situation. We highly recommend Dan and his firm for any type of estate planning.
Posted by a Estate Planning client
I first met Dan at a UW-Extension evening course on estate planning. Dan did the legal work for my estate plan and for designating health and financial agents. He listened to my needs, helped me to understand the legal and practical issues and encouraged me to make decisions in a timely manner. The documents he drafted were complete, accurate and easy to understand. Dan professionally and respectfully guided me through what I feared would be a difficult and stressful process. I am so glad I sought his services.
Posted by Paul
Dan and his team have done terrific jobs for our family. They are detail oriented, succint in their presentations, and deep in their knowledge.
Posted by Andy
Dan and members of his firm did an excellent job establishing our estate plan/trust. Dan provided a wealth of information in logical and easy to understand terms. We truly feel at ease with our estate as well as wills, powers of attorney and protection of our assets. I have recommended Dan's services to several acquaintances, one of which has already started his estate planning.