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The Professional Trustee

5.0

About this business

We help families with smooth inter-generational transitions by serving as coach, resource or mentor - and where appropriate as trustee. When the present trustee isn't working out or just doesn't fit, we help with our unique Family Trust Rescue Service™. Successor Trustee - We excel as a pro-active back up for the present trustee. Insurance Trusts - We have had great success with this unique trust. Field Testing - The field conditions for your trust are unique: your family, your advisers, and YOU. Will it fly? Test it, ... read more

Location details

707 Osterman Ave, Ste 83, Deerfield, IL, 60015, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:30 p.m.
Tue9:00 a.m. to 5:30 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:30 p.m.
Fri9:00 a.m. to 4:00 p.m.
SatClosed
SunClosed
5.03 reviews
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Erica Hornthal's profile image
Erica Hornthal 
7 years ago

Dan is a compassionate, approachable, and caring individual. Great community resource and company! 

Marlene Miller's profile image
Marlene Miller 
8 years ago
Marilyn Fettner's profile image
Marilyn Fettner 
11 years ago

Dan is highly knowledgeable and impeccably committed to doing the very best for each and every client. 

Frequently asked questions about The Professional Trustee

How is The Professional Trustee rated?

The Professional Trustee has a 5 star rating with 3 reviews. 

When is The Professional Trustee open?

The Professional Trustee is closed now. It will open at 9:00 a.m. 

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