5.0 stars 26 totalReview Daniel Purtell
Posted by Michael
Dan did an excellent job writing up our estate plan. His knowledge on this matter is outstanding. His explanation of everything was flawless and very professional. He delivered exactly what he said he would and I would recommend him to anyone looking to have an estate plan drawn up.
Posted by Robb
We worked with Dan recently to develop an RLT for our personal estate planning. The process was very thorough and painless. Dan's team made it very easy for us to work through the details of the plan and to provide support when needed to get everything in place. I highly recommend Dan and his team of professionals.
Posted by Jonathon
I hired Dan based on a recommendation from a friend to draft a Legal Will and I am happy that I did. He was very knowledgably and informative. I had a lot of questions regarding the process and on different scenarios. Dan was able to educate me and help me feel comfortable with my choices. Highly recommended.
Posted by Linda
Dan is thorough in our meetings and brings up points we hadn't considered for discussion. We are currently using Dan's services to set up a partnership agreement and make sure it ties into our trust properly.
Posted by Amy
Dan and his staff are very, very thorough and make things understandable to the lay person. He listens to his clients and make sure their wishes are followed. Upon our family member's death, things went smoothly and just as it was set up without any added stress or complications.
Posted by Jim
Dan took my wife and I through all the pros/cons of various estate planning in a way that we could understand and make an informed decision. We did not feel pressured. We have enjoyed his professionalism and that of the staff when we had contact.
Posted by Todd
Dan was truly of help to us in crafting our advanced directives. He and his firm have the experience and knowledge along with fine customer service. Highly recommend.
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.