The Professional Trustee
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
707 Osterman Ave Unit 83, Deerfield, Ill...Phone Number
(847) 444-0251Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About The Professional Trustee
The Professional Trustee specializes in trust administration, offering services such as on-demand crisis trustee and successor trustee roles to help families navigate the complexities of estate planning. Led by Dan Felix, a Master Trustee, the company provides personalized solutions tailored to the unique needs of each client, regardless of estate size. Their services aim to prepare families before crises arise, ensuring smooth transitions and minimizing stress and costs. The intended clients include individuals and families seeking expert guidance in trust and estate matters, as well as advisors like trust and estate attorneys, financial professionals, and family law attorneys.Explore more
The Professional Trustee Org Chart
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The Professional Trustee specializes in trust administration, offering services such as on-demand crisis trustee and successor trustee roles to help families navigate the complexities of estate planning. Led by Dan Felix, a Master Trustee, the company provides personalized solutions tailored to the unique needs of each client, regardless of estate... Read More
