ABOUT US

Estate Planning, Probate and Asset Protection Law Firm

Our firm serves families throughout Arizona and California. We design custom legal plans that preserve your legacy by minimizing taxes and simplify administration by avoiding probate. We utilize the latest strategies with Revocable Trusts, Last Will and Testaments, Health Care Powers of Attorney, and Durable Financial Powers of Attorneys to ensure that you and your loved ones are protected.

In addition to designing plans, we also provide assistance with the administration that comes after the disability or passing of a loved one. Regardless of whether there was a plan in place, we can help you. While the court probate process can be time-consuming and complex, if it is necessary we will make the process easy for you by providing you with straightforward solutions.

THE DANA & ASSOCIATES DIFFERENCE

  1. Paperless Solutions
  2. Digital Storage
  3. Asset Coordination Session
Dana and associates rilus dana

Rilus M. Dana J.D.
Managing Partner

MISSION STATEMENT

We are committed to providing solutions to transfer assets from one generation to the next in the most efficient manner.

OUR VISION

Our vision is to be the premier estate planning and asset protection law firm of the Southwest, providing straightforward, and efficient solutions to sophisticated legal problems.

CORE VALUES AND VISION

passion

Passion

integrity

Focus

education

Education

simplicity

Simplicity

technology

Technology

WHY CHOOSE DANA & ASSOCIATES

EXPERIENCE

We have designed estate plans for more than a thousand individuals and have administered plans for hundreds of families. While no two situations are identical, it is likely that we have helped someone with needs that are similar to yours.

FOCUS

We have focused our practice on estate planning and administration. We don’t do bankruptcy, DUI, divorce, or family law. We limit our practice to estate planning and the overlapping areas of law, such as elder law, probate, trust administration, the protection of individuals under disability, medical powers of attorney, DNR orders, advance directives, and associated tax and business formation issues.

EDUCATION

We continue to evolve through growth and education in order to understand and utilize the most recent changes in the law, technology, and business. Our attorneys and staff receive ongoing training and education from the leaders of the industry. We also strive to educate our clients, so they can better understand the choices that they have when designing or administering their family legal plan.

SIMPLICITY

We believe in removing clutter and unnecessary processes until all that remains is essential and useful. While we often deal with very complex legal and tax situations, we strive to break down the complexities to a level that is easily understood.

TECHNOLOGY

By incorporating technology in everything we do, we provide the most “current” and complete solutions to legal issues. We understand that technology provides protection for our clients and helps their family members to have a full understanding of their estate plan. Our digital vault keeps your documents safe and secure, and also helps you share needed documents and plans as you wish.