My wife and I had been talking about putting an estate plan in place for years, but did not get serious about it until earlier this year. We were frustrated by our first estate attorney who made the process more complex and stressful than we were expecting. Our family needs and financial circumstances are straightforward and we were looking for an attorney who would help us put a sound estate plan in place without turning the effort into a drawn out and contentious activity. We decided to find another attorney who was closer to our home in Danville. We were fortunate to come across Family Trusts and Estates located in downtown Danville. We walked into the office and set up a meeting with Dan Quane for later that week.
After our initial meeting with Dan and his assistant, Darcy Alexander, we knew we had found a team that would help us quickly put in place a complete estate plan that would take into account our family needs and circumstances, but without the stress that can sometimes accompany this activity. Dan’s expertise in estate planning and probate law gave us confidence that we were developing an estate plan that would protect our estate and provide clear instructions for the disposition of assets.
Dan helped us understand the nuances of the different estate documents including our trust, wills, durable powers of attorney and advanced health care directives. Dan and Darcy were very accessible and we were very pleased that we did not have to wait months between meetings. In fact, we were able to complete our estate plan within three weeks of our initial meeting. Darcy also helped us register our home deed and investment accounts into the name of our trust. This change in registration is essential and is required to fund the trust.
Putting in place an estate plan for our family was long overdue. We were very fortunate to meet Dan and take advantage of the services offered by Family Trusts and Estates. Dan and Darcy were very easy to work with and helped us put in place a complete estate plan that gives us peace of mind that our estate will be managed per our instructions and not by the courts. I highly recommend Dan Quane and will gladly use his services again if needed.