ABOUT US

Estate Planning, Probate and Asset Protection Law Firm

Dana and Associates is a premier Estate Planning, Probate and Asset Protection law firm serving families throughout Arizona and California. We design custom legal plans to help you preserve your legacy by minimizing taxes and simplifying administration by avoiding probate. We utilize the latest strategies with Revocable and Irrevocable Trusts, Last Will and Testaments, Health Care Powers of Attorney and Durable Financial Powers of Attorney to ensure that your loved ones are protected when you can’t be there.

In Addition to desigining plans, we also provide assistance with the administration that comes after the disability or passing of a loved one. Whether there was a plan in place, or whether no planning was done, 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 and provide you with straightforward solutions.

THE DANA & ASSOCIATES DIFFERENCE

  1. paperless solutions
  2. Digital Storage
  3. Asset Cordination 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

Focus

Education

Simplicity

Technology

WHY CHOOSE DANA & ASSOCIATES

EXPERIENCE

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

FOCUS

Our practice is limited to Estate Planning and Administration.  We don’t do Bankruptcy, DUI, Divorce or family law.  We limit our practice to Estate Planning and the areas of law that overlap with Estate Planning, 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 education and growth 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 their family legal plan or administering a 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

We incorporate technology in everything we do, and strive to provide the most “current” solutions to legal issues in the most complete way. We understand that technology provides protection for our clients, and ease for 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 planning with anyone you wish.