Professional Trustee A Unit

Closed
707 Osterman Ave
Deerfield, IL 60015

Professional Trustee A Unit, based in Deerfield, IL, specializes in trust administration and estate planning, offering personalized services tailored to the unique needs of each client. Led by Dan Felix, a designated Master Trustee, the firm provides immediate support as a crisis trustee or proactive planning as a successor trustee to ensure smooth transitions for families during sensitive periods.

Dan Felix leverages his extensive expertise to prepare families for future challenges, emphasizing a collaborative approach that prioritizes effective communication and the preservation of family values. The firm is committed to alleviating the complexities of trust management, helping clients navigate the intricacies of their estates with confidence and care.

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