Daniel S Coriat

Bluntly put, I am passionate about preventing others going through what I went. 

Estimates from the American Bar Association indicate that over 60% of the population is without proper estate planning. Five years ago I was one of them. Then lightning struck my family. Cancer claimed my wife's life when she was only 49. The notion of incapacity, and eventually mortality, became all too real - while being woefully unprepared.

I now help families and individuals plan for possible incapacity and eventual passing. I do it with a unique perspective - one I wish I never had, but now leverage for the benefit of others. I help my clients think about their legacies, financial and otherwise, and help protect and convey them to descendants in the most tax efficient and meaningful way possible. I am also one of a handful of attorneys licensed in South Florida by the Purposeful Planning Institute to create Purposeful Trusts: the inclusion of core values and deeply held beliefs as part and parcel of the estate planning documents.

I have over 25 years of experience in patient advocacy, litigation, public affairs, and communications. I am licensed to practice law in Florida and California, and am a member of the Wealth Counsel Network, a platform designed for solo practitioners to enable servicing any type of client, regardless of net worth, complexity of asset allocation, or family composition.

I hold an MBA, and have been certified by the Society of Certified Senior Advisors (CSA)®, a designation that indicates a strong foundation of knowledge regarding the unique health, social, and financial issues related to aging.