Customer service is an important part of our business.
Here is what clients have to say:

The day before my life partner died following complicated surgery, we didn’t have ANY of the necessary documents in place. Dan and his team were called in on referral and though time was short, he answered all of our questions, with no pressure to move until we were ready.

Dan and his staff went out of their way and worked all night long in an emergency, yet nothing felt rushed or glossed over. Their knowledge and expertise really makes you feel secure, as if they were holding your hand through this tragic thing that has just happened. Then later the phone calls came, checking up on me, wanting to know if I was alright, if I needed any help. Who else does that these days?”
— Peter - San Francisco, CA

The level of service, expertise and attentiveness I get from Dan is almost a lost art. It’s nice to do business with a firm where you don’t have to wait for phone calls a day later. And he gives the same quality of attention, no matter who you are – certainly not like anything I experienced from large firms that deliver fancy automation, and excuses.
Dan understands that what makes this country is entrepreneurship, small business, and hard work. We have a complex business and children, so for me his patience, attention to detail, integrity and loyalty trumps everything.
— Jeff

I have been referring my clients to Dan Hall for over 15 years, and in all that time I’ve only heard good things. I think that’s because he actually listens to clients, and cares about them. It sounds simple, but you wouldn’t believe how rare that can be today. It’s probably why Dan is such a highly respected professional in estate planning.”
— Roger - CDFA™ Ameriprise Financial Services, Inc. Pleasanton, CA