team-member

Daniel Purtell

Madison, WI

N/A

Law Degree

Awards

Primary Practice Area

Estate Planning

Language

English

About

Attorney Daniel Purtell is an Estate Planning Law Specialist and Accredited Estate Planner® as certified by the National Association of Estate Planners and Councils and accredited by the American Bar Association. Attorney Purtell is an active member of WealthCounsel, ElderCounsel the Wisconsin Council of Estate Planning Attorneys (past-President), the Madison Estate Council, the State Bar of Wisconsin (Real Property, Probate and Trust Law Section), and an Accredited Veterans Administrative Attorney. He is also committed to his community through involvement in the Optimist Club, being an active AALA member, and through his activity in the Middleton High School Boys Lacrosse program (President). Attorney Purtell provides educational programs both for the public and professional advisors in the areas of general estate planning, elder law, wealth transfer strategies, planning for young families, and issues relating to business succession. He is the co-author of Your Life, Your Legacy – The Fundamentals of Effective Estate Planning (2009), Your Life, Your Legacy II: Protecting Those You Love (2010), and has written numerous published articles on various estate planning topics.

Practices Areas

Estate Planning

Business

Elder Law

Language

English

Contact

Wilson Law Group, LLC7633 Ganser WaySuite 100Madison, WI, 537197633 Ganser WaySuite 100Suite 100Madison, WI, 53719

Office: N/A

Website: N/A

Reviews

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.

Laurie
September 14, 2021

Daniel was very helpful as we worked through our estate planning. He answered all of our questions, and came up with scenarios that we might not have thought about. He was respectful of our decisions, and really helped us take ownership of our plans for the future. I would highly recommend him.

anonymous
June 16, 2021

He was very helpful years ago with setting up my mom’s trust, so when my husband and I decided to set up our own, I never gave it a second thought that I wouldn’t go back to Dan again. He was as thoughtful and helpful as we expected he would be.

Vince
December 4, 2020

We worked with Dan to update our estate planning documents. He was extremely thorough, did an excellent job of incorporating our wishes into the new documents, and described in detail all of the changes and the reason for them. I would highly recommend his services!

Gerald
August 12, 2020

Dan is very easy going and takes his time explaining things to us. He did a nice job of reviewing out material and explaining the changes that were being made. I like how Dan includes some of his own experiences and allows us to share some of ours, Good job!

Patty
June 25, 2020

We have worked with Dan for years. We knew very little about trust plans when we first contacted Dan but knew we wanted a trust plan for estate tax purposes and to help our family more easily deal with our estate and our health care choices. Dan took the time to figure out what we wanted and then gave us common sense advice in easy to understand language. He continues to offer sound advice during our periodic reviews of our trust. The end result is a very organized and detailed trust plan that will be very helpful to our family when the time comes.

David
May 5, 2020

Dan has been doing my work for 10 years. Did my Dad's trust, my trust, and set up an LLC for my business. Glad I made that first call 10 years ago. I will not hesitate to call him again when I need to have anything updated or if I just have a question. My son is going to use Dan to do a will for his family, that will be 3 generations. Thanks Dan

anonymous
September 21, 2019

Dan has helped set up and maintain our trust for many years. We meet every two years and he always makes sure things are updated for the latest legal changes. He is very open to meeting with all sorts of folks to talk through their situation. Since our sons are out of town he was very open to meeting one on one with them to explain the administration of our trust. Setting up a trust gives peace of mind about the future. We are very glad that we continue to use the services of Wilson Law.

Jackie
September 19, 2019

We met with Dan to discuss wills vs trusts. He was extremely thorough and knowledgeable. He laid out plainly the options available and the benefits a will or trust would provide. He was professional while also being personable.

Bonnie
July 30, 2019

We wanted to get our will done. While looking for a professional, we came across the Wilson Law group. The mission statement of integrity, trust and personalization with estate planning was exactly what we were looking for. We found that Daniel Purtell to be of great help with sorting out what our needs and wants. Daniel gave us information on both wills and revocable trusts. After hearing all the information, along with the pros and cons of both, we decided to do a Revocable Trust. Daniel made us feel comfortable, answered all our questions and was very professional. We would recommend Daniel B. Purtell for your estate planning needs.

Susan
June 24, 2019

Daniel helped us discover what type of estate plan would be best suited for our needs. Good explanations to our many questions. After careful consideration we chose the MAPT Irrevocable trust and feel confident that it was the right choice for us. Daniel was very professional, easy to talk to and very efficient, as was his entire staff. We have and will continue to recommend him to others.