Daniel has eleven years of experience in trust and estate administration for estate planning attorneys as well as in the capacity as a fiduciary. In 2018, Daniel founded an estate planning paralegal outsource and consulting company in which he advised estate planning attorneys and professional trustees on how to streamline their administration process. He is able to offer a higher level of service to clients who prefer to work with an individual rather than a bank. Daniel also partners with experienced and trusted professionals to assure the most efficient legal, investment, and tax services possible.
Accepting New Clients
Accepts Trusts/Business in Other States
Trustee, Trustee - Special Needs, Trustee - ILIT, Trustee - Successor, Trustee - Coach / Consultant, Estate Executor / Administrator
Types of Trusts / SpecialtiesBusinesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Alternate Assets
250 Monroe Ave. NW Ste. 400 Grand Rapids, Michigan 49503