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Firm Overview

I established my firm in 2004.

My exclusive focus is on estate planning, trust and estate matters and guardianships. I have been a solo practitioner since 2003. I limit my case load to clients I can adequately service.

Example cases

I resolved brother-sister dispute over administration of mother's estate with parties speaking to each other afterwards.

Main Office

Main
2069 First Street
Suite 301
Fort Myers  FL  33901

Phone
  • (239) 728-8555
Fax
  • (855) 802-5195

Fees

Free Initial Consultation?

Yes, I offer free initial consultation for 1 hour.

Services Offered For Fixed Fees?

I do have fixed fees for Summary Administrations, which is $1,200 + costs.

Hourly Rates

$225.

Office Information

Office Hours

Monday through Friday
8:00 a.m. to 5:00 p.m.

Emergency After Hours

No

Languages Spoken

Spanish

How did your firm decide on the primary area of practice(s)?

I enjoy working with people, particularly on matters that are important to them. Additionally, I believe that we as Americans pay too much in taxes and if I can help a client avoid paying a tax (remember tax avoidance is lawful, but tax evasion isn't) I have really done a service for my client.

What is your firm's point of view regarding clients educating themselves on legal issues?

I am thrilled when clients come to me with some level of education of the law and/or the process. Most often the clients have a basic understanding, but if a new client has not had any familiarity with the estate planning process I send them a memorandum written by me concerning basic estate planning documents and concepts. This provides a basis for the client and makes our initial consultation more productive. After the initial consultation, it is my responsibility, however, to make sure that the client fully understands and that the plan or process is suitable to the individual client.

Is your firm willing to review documents prepared by clients?

I will review simple wills prepared by clients. In some instances, client-prepared documents only require minor modifications to strengthen them. In other instances, I find it is more cost-effective to prepare new documents rather than engage in costly, time-consuming revisions. I will occasionally review documents drafted by other attorneys. Under either circumstance, I will question the client to determine if the documents are adequate to accomplish the client's goals.

Is your firm willing to coach clients who want to represent themselves?

Some of my business clients and some of my trust administration clients have the time, interest, and ability to handle certain legal tasks and I am delighted to assist those clients in these matters. Given the complexity of estate planning and many probate matters, I never counsel those clients to represent themselves. What was the old saying about "only a fool...?"

Daniel Endrizal

I was a career US Army Officer on active duty for 12 years, afterwards I continued to serve in the reserves. After graduation from the LLM taxation program I worked for a boutique estate planning firm here in Lee County Florida.

My overseas experience as an Officer in the US Army taught me how to deal with a wide variety of people and how to remain focused on cost-effective project completion.

I am intelligent, conscientious, and practical. I need to get to know my client but I like to be efficient at the same time.

Personal interests:

I am an avid outdoorsman. I read quite a bit both for my profession & personally.

License
  • Bar Number: 300860
    Florida , 2000
Education
  • St. Thomas School of Law
    Juris Doctor , 1999
    Miami, FL
  • University of Miami School of Law
    LL.M. Taxation , 2001
    Miami, FL
  • University of Toledo
    B.S. - Business Management , 1984
    Toledo, OH

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