Reviews

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.

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.

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!

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!

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.

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

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.

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.

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.

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.

Our estate plan was done in a timely matter and very detailed. We enjoyed working with Dan. We feel very comfortable that our wishes will be granted and our legacy will be fulfilled for our Children and our Grandchildren. We have a great sense of peace thanks to Dan. Thanks again for being there for us.

Working with Dan Purtell and staff was an exceptional experience in our estate planning. Dan immediately created a safe and trusting environment. He was professional and efficient when guiding us through decisions that have long lasting impact. His relaxed and friendly demeanor was very much appreciated and strengthened the trust we felt in Dan and Wilson Law firm. The additional staff we worked with, responded quickly and professionally to all of our questions or needs. We will have no hesitation engaging Wilson Law firm when we need to seek any other advice in estate planning.