Daniel Rowe

D. ROWE LAW GROUP
www.drowelawgroup.com

Areas of Focus: Life and Legacy Planning

Licensed States: California, Illinois, North Carolina

What to expect from Daniel Rowe

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Daniel Rowe

Daniel Rowe, the founder of D.Rowe Law, is an attorney and CPA with 20 years of professional experience advising clients from small business owners to multinational organizations. Prior to forming D.Rowe Law, he was a partner in a large Los Angeles-based public accounting firm and Of Counsel to a prominent Chicago-area law firm. He decided to start a new firm focused primarily on providing exceptional, individualized estate planning services for everyday people. D.Rowe Law’s approach in grounded in education, guiding clients to identify and resolve their estate planning and tax needs in an inclusive and empowering way.

While practicing as a tax partner, serving a large book of business that consisted primarily of multi-millionaires and high-growth companies, Daniel was acutely aware of the need to bring high-quality, sophisticated yet understandable, planning strategies to more people, making such solutions accessible to young families, small business owners, and creatives. He designed D.Rowe Law to create peace of mind, from education to execution of individually crafted estate plans. Daniel has a true passion for teaching and simplifying the complexities of tax and estate planning, enabling clients to make the sometimes overwhelming decisions about how to protect their families, preserve their legacies, and plan for the unexpected.

Schedule a Consultation

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.