Reviews

My husband and I met with Dan Weiner via zoom during the Covid-19 stay at home protocols. We met with him for estate planning. He made the entire process very easy and comfortable. He's amicable and friendly which helped in some of the uncomfortable conversations that need to happen when creating a will and trust. Dan also spoke with my retired parents, helping them with their estate planning as well. My dad says Dan was easy to talk to and explained things well.

I met Daniel when I attended one of his estate planning seminars. His seminar was very informative, and I decided to retain him to draft our estate plan. The process was not difficult and well worth our time. Daniel walked us through the process, answered all our questions, and addressed all our concerns. He is very professional, and his work product is good. We feel confident that our assets are protected from probate and will be distributed according to our wishes.

Daniel and his office were incredible! He was extremely knowledgeable, thorough, and diligent. He answered all of our questions and was timely in his correspondence. We got exactly what we wanted in a trust and, most importantly, we know our family and our money will be protected and allocated appropriately for any challenging situations in the future. I would highly recommend Daniel if you are needing a trust and/or will!

Our family is grateful for Mr. Daniel Weiner's outstanding assistance with setting up our Family Trust, Will, and Estate planning! As an Emergency Medicine physician working the front lines during the COVID-19 pandemic I can sleep well at night knowing that a plan is in place to protect our greatest assets, especially our two teenage daughters!

We were so happy with Daniel’s services and we have so much more peace of mind after completing the planning. It’s well organized, efficient and a collaborative process which we appreciated. He was able to tailor the outcomes to exactly what we needed and wanted. He brought angles and advice but without judgement. And most of all he’s a good guy and fun to work with on this important topic. If you need estate, trust, wills or legacy planning - use Daniel!

From start to finish, the process was smooth and easy. The steps are laid out and followed, so there's no surprises. The product is top-notch and dove deep to cover so many areas of the estate and financial plan that we didn't even think of initially. My wife and I were so very pleased with our attorney and his team. Thanks for everything and for doing a great job!