Training &

  • Using celebrities to open the conversation is a good business model for letting clients know what problems can arise, it helps me explain complicated subjects in an easy to understand way, and I have gotten referrals because clients appreciate the help and they tell friends who might be facing similar issues. Philip Klein, Financial Advisor

  • I absolutely loved…they turned law into something fun and entertaining, and you can actually learn something from it. Thank you very much! Tami Neumann, Mobile Marketing Director for Arden Courts

  • [Danielle] brought everything down to our level so we could understand what she was talking about sometimes wills and trusts can be confusing, but she made it very easy to understand and she is a terrific speaker. Sandy Matz, Vice President for National Council of Jewish Women

  • First of all, when they walked on, they are such a marvelously attractive couple. I thought ‘They’re actors, they’re not lawyers or some dull thing like that’ and they convinced me more and more that they are very good performers because the things they said really held my interest. Not only because it might protect my heirs and children, but because they have all these juicy stories to tell. They were very knowledgeable, they understand that we loved to laugh and understood that we were very interested. I loved it. Evelyn O., Audience Member

  • Danielle and Andrew present well-known cases in an entertaining and educational way that paves the way for difficult conversations with loved ones. Anna D., Audience Member

  • …(our event) was not just fun, (it was) informative, entertaining. They took a very boring topic and made it interesting and exciting! Get the book! Deborah Wardell Noble,Development Coordinator of Sunrise Assisted Living

  • Very Inspiring - promotes getting started on your own estate planning by learning about the mistakes of people in high places. Anna A., Audience Member

  • It is a marvelous presentation, it’s fun, upbeat, it’s funny but it’s important at the same time. There is a lot of very critical information that we all need to know about financial planning. Dian Wilkins, President of the Alzheimer's Association

  • …brings keen intellect, practical common sense, good judgment and a fine sense of humor to all of her talks.Jeff Kirkey, Director, Institute of Continuing Legal Education

  • The presentation was creative, entertaining and informative. Both Danielle and Andy have an engaging presentation style…. [A] great start to our Charitable Gift Annuity campaign. Allen Wolf, Chairperson Planned Giving Committee, Congregation Beth Shalom

  • I thoroughly enjoyed the evening. Danielle and Andy are an outstanding couple and true professionals. They made a very sensitive subject lighthearted and enjoyable. Monica S., Audience Member

  • An outstanding presentation. The FSA’s were so hungry for the information you provided…I feel incredibly fortunate to have had the opportunity to have you at our quarterly meeting and we look forward to having you join us again soon. Julie Biever, Strategic Resource Consultant for State Farm

As dynamic keynote speakers and highly knowledgeable estate planning educators, legacy expert attorneys Danielle & Andy delight audiences nationwide with highly entertaining and informative presentations, dishing the dirt on celebrity estate battles while dispensing important facts about wills, trusts, probate and other estate planning legal lingo to help people avoid contentious family fortune fights among their heirs.

Known for taking the complex topic of estate planning and explaining it in easy-to-understand layman’s terms, Danielle & Andy combine legal facts, courtroom experience and juicy tidbits about the stars into always engaging presentations.

Speaking & Training

From educating employees to wowing meeting attendees to updating participants to continuing education workshops, Danielle & Andy are charismatic, captivating, thoroughly-prepared presenters who consistently receive rave reviews from audiences large and small. Their tailored estate planning presentations to both company employees and their clients are highly beneficial from an educational and business-building perspective. Select an existing presentation or allow Danielle & Andy to create a presentation specifically tailored to your needs.

Their presentations are in high demand with nationally recognized: Brokerage Firms, Banking Institutions, Insurance Companies, Financial Planners, Elder Care Providers, Attorneys, Accountants, Non-profits.

Consulting & Coaching

Looking for ways to build your business, increase revenues, boost market share and offer added value to your clients? Danielle & Andy work closely with company principals to create unique, specialized programs to help get the conversation started about estate planning with their valued customers.

Webinars & Podcasts

Prefer to conduct your staff meetings and corporate functions via the internet? Danielle & Andy also offer their expertise, sought-after presentations and question and answer sessions during online webinars and podcasts with companies throughout the U.S.