Attorney Dan McKenzie

Dan McKenzie opened the McKenzie Law Firm, LLC in 2013, following 10 years of work as a trial lawyer. As a trial lawyer, Dan helped consumers who had been defrauded by unfair business practices or who had been physically injured by poorly designed and inadequately tested products. Since opening his own office, Dan’s goal has been to help clients identify and mitigate their risks to the full extent possible, with the goal of avoiding expensive and time-consuming litigation.

Dan is a Colorado native and is happy to now be raising four kids of his own here. As a parent, he makes it a point of special emphasis to help other parents of dependent children appreciate the need to have a proper estate plan in place.

Credentials

Dan graduated from Northwestern Law School and has been practicing law since 2003. Super Lawyers magazine named him a “Rising Star” in 2012 and 2013, and a Colorado Super Lawyer in 2014, 2015, and 2016.

He is an active participant in the Colorado Bar Association’s Trust and Estate’s section, and is also a member of WealthCounsel, a national membership organization of estate planning attorneys and financial advisors. Dan works hard to ensure that his knowledge about the constantly-evolving rules governing estate planning and business formation, as well as the firm’s resources, are always on the cutting edge.

Proactive Problem Solving

For many of our clients, their experience with us is their first substantial encounter with the legal system. We feel a heavy obligation to ensure that our clients’ experiences are positive and that they come away from it feeling that they learned a lot and got great value in exchange for what they paid. We don’t just sell documents. We sell service, and we pride ourselves on providing the best service around. We don’t have one plan that we fit everyone into. We listen to our clients, and provide solutions to the problems they are trying to solve.

The Mckenzie Law Firm’s Mission

Our mission is to develop lifelong relationships with our clients centered around supporting their efforts to reach their financial goals, protect the results of their hard work, and develop a legacy they will be proud to pass on to future generations. We accomplish this by:

  • Maintaining close and regular communication with our clients to ensure that we understand their circumstances, needs, goals, and anxieties.
  • Implementing office management systems and technologies that enable us to deliver solutions to our clients in the most efficient and cost-effective manner possible.
  • Staying abreast of developments in all areas of law that bear upon estate planning, estate administration, asset protection, and business development to ensure our clients’ plans will work as intended.
  • Developing relationships with trustworthy financial advisors, accountants, and insurance professionals who can reliably assist us with putting plans in place for our clients that identify and mitigate, to the full extent possible, all their financial risks and challenges.
  • Building a team of professionals who are highly competent, enjoy their work, and who take successfully addressing our clients’ needs personally.
  • Continuing to be available as a trusted resource for our clients after we have completed their plans for them.

Dan Wrote A Book

Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients’ estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.

SEE HIS BOOK HERE

Client Testimonials

Professional, diligent and thorough – Exactly what I was looking for in legal representation for my living will & trust.
Corey T.
Jim and I had visited with another law firm and were very turned off with our experience. It was WAY different at The McKenzie Law Firm!
Barbara S.
You ALL are so very empathetic and personal as well as technically proficient that you are answers to our Family’s prayers!
Barry D.
After moving form CA to CO my wife and I worked with Dan to update our family trust. Over the course of several months,
David M.
I would highly recommend Dan and Tienne! They made the process to finalize our Trust and Will so easy.
Lisa H.
The Mckenzie law firm is by far the best in estate and asset planning. Their team is phenomenal, and I can not thank them enough
Marley L.
Dan exceeded our expectations and went into great detail for each document. He and his team spend adequate time on the front end
Glenn R.
Professional, diligent and thorough – Exactly what I was looking for in legal representation for my living will & trust.
Corey T.
I am a 87 year old widow whose documents were 15 years old. The McKenzie Law Firm assisted me with updating my will and all necessary
Roberta H.
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