Daniel Brown Dorsch

In 2011, My mom passed away. With a young family of my own, I was able to see first hand, from my parents, the benefit of having one's affairs in order. I took the opportunity that this catalyst provided to give the same security for my family. After a brief internet search and conversations with se...veral local attorneys about my family's specific circumstances, I hired Dan to create a Living Trust, complete with Pour Over Will's and Power's of Attorney, both Financial and Health Care. Throughout the process, Dan continually demonstrated his two greatest assets. Patience and his ability to articulate. If my memory is correct, the entire process took between three to six months. This is no fault of Dan's that it took so long. This was because of me. I was meticulous and deliberate, and asked probably, in excess of, one hundred questions, of varying scenarios, what-ifs, how to's, etc. Dan took the time to answer every question I had as completely and simply, in plain English, as he could. He was also direct in his answers with regards to some of my questions, namely in managing my expectation to want to be able to account for nearly every possible scenario regarding the well being of my family and the handling of my estate. He was also very forthcoming when I would ask for his input on various matters within the planning process, drawing from his experience with previous situations. Whenever I would have another question, Dan's reply was almost always received within a day. When I wanted some time to think and discuss my thoughts with my wife, Dan was able to step back and provide some space, yet also nudge the process along without being pushy. Lastly, my wife and I are very cost conscious and budget oriented. I was able to discuss my concerns about being able to pay for the product I wanted, and found Dan to be very accommodating in setting up a payment plan that was able to meet our needs. When dealing with Dan, I always felt that he was listening specifically to me, and truly wanted to provide a valuable service that my family needed. I was honestly made to feel as if i was his most important client. As unexciting as estate planning can be, I found Dan to be engaging and helpful in making the process as painless as possible. I would have no hesitation in recommending his services to anyone. Furthermore, while this is the only time I have used the services of an attorney, I would trust Dan's recommendation, should I need such help, outside of his area of expertise, in the future.

I am in the business of working with world class individuals-Olympians, Olympic medallist, multiple medal winning Olympic coaches, teams, and programs. So, when I met Dan the bar was high in expectation. I can truthfully say, I consider Dan and the subsequent work he did for our family-world class. I...t was exceptional and beyond measure, as is Dan himself. It was a tremendous privilege for our family to partner with Dan's to assess and redefine our needs for our family trust given an extended move overseas. I consider myself incredibly fortunate to have retained his services-discovered a world class individual, one committed to delivering the right result at the right time and with high level engagement. More and more today, it is difficult to locate individuals who have and demonstrate high integrity and deep care for clients. From the first time I met with Dan, I knew our family would be well looked after. Dan demonstrated a thorough approach and process that ensured our family's needs were 'center stage' and paramount when developing our trust. He has an extraordinary ability to make you feel at ease, involve and educate you on the estate / legal processes. He helped create real clarity for me on tough issues which required immediate decisions-ones that would inevitably affect the future of those I hold most dear-my family. Getting it right, was essential. One great example of Dan's commitment and understanding may be that we needed to get a final asset approved and we were coming cross barriers in time and location-our flights were due to depart in days, Dan leveraged his skill, local resources and personal contacts to ensure our last asset received the special and unique signature it needed to be included. This was an extraordinary. Simply put Dan is 'high value.