5.0 stars 19 totalReview Daniel Purtell
Posted by Earl
During the past year I established a trust fund with the help of Mr. Daniel Purtell and his associates at Wilson Law Group. Mr. Purtell was extremely helpful and very generous with his time from our first interview through the entire process. Not only were all of my questions answered in a direct and understandable way, but Mr. Purtell also suggested and answered questions that were very pertinent but which I would not have thought to ask. I am very pleased with the service and am confident that my successor trustees will receive the same careful attention.
Posted by a client
Dan and the staff have walked us through the choices in planning with a trust in a very complete but easily understood manner. We believe the educational offerings from their office are very helpful so that we can add to our understanding of important issues around planning.
Posted by Tim
Dan clearly knows what he is talking about and is great at putting complicated legal jargon in clear and easy to understand terms.
I highly recommend Dan for your estate planning.
Posted by Glenn
Both my wife and I were very pleased with our experience in working with Mr. Purtell.
From the seminar we attended where Daniel described Trusts to the most recent completion of the Trust document we were shown professional service along with timely quality work. We felt like our needs were a high priority as well and we received attention to our every concern. No long technical jargon but real down to earth conversation explaining what was needed to accomplish our goals.
We plan to continue to work with Daniel as he has shown he can do the job, timely and according to budget.
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.