Dana and Associates is a full-service estate planning, probate and trust administration law firm, serving families throughout Arizona, California, and Nevada. 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 Trusts, Last Will and Testaments, Health Care Powers of Attorney and Durable Financial Powers of Attorneys to ensure that your loved ones are protected when you can’t be there.
We also provide assistance with the administration that comes after the passing of a loved one. Whether there was a plan in place, or if there was no planning done, we can help you. While the court probate process can be time consuming and complex, we will make the process easy for you and provide you with straightforward solutions.
I define “Family” as the people that you love and care about.
Modern families come in all shapes and sizes; couples that are not married, couples with children from prior relationships, same-sex couples, grandparents raising grandchildren and so much more. At Dana and Associates, the planning process starts by getting to know your family and your goals. Then we will help you design a custom estate plan that meets your specific needs and protects your family.
We have designed thousands of estate plans for all types of families
We have designed thousands of estate plans for all types of families including engineers, corporate executives, business owners, professional athletes, doctors, healthcare workers, and pilots. We create custom plans for married couples, singles, and couples that are not married. Every family has a unique set of needs and with each estate plan we design we learn more about how to better serve our clients. Our estate plans have the tools to protect your family and preserve your legacy.
We are also experienced in helping families after the loss of a loved one. Our firm has administered hundreds of estates, whether it be a trust administration or navigating the probate process. Our experience in administering estates helps us provide efficient and practical solutions when designing an estate plan, and when administering an estate.
Estate Planning Paralegal
California Intake Specialist
As Administration Paralegal, Lori manages and supervises all of the Probate and Trust Administration cases for Dana and Associates.
Lori is a native of Arizona, is married and has three wonderful children. She enjoys listening to music, spending time outdoors, and hiking. She also treasures every moment she can spend with family and friends.
Lori De Los Santos
As a Legal Assistant, Lori enjoys talking directly with clients and their families, determining their probate and trust administration needs and requirements.
Lori has worked in the legal administrative field for over 30 years. She and her husband moved from Indiana to Arizona in 2002 to be closer to their children and to escape the Midwest winters! In her spare time, Lori enjoys spending time with her family, reading, sewing, and crafting.
As the estate planning paralegal, Megan drafts estate planning documents and helps clients to understand what each document is used for during their signings.
Megan recently transitioned into legal work and has come to love it. When not in the office, Megan enjoys exercising and spending time with her daughter and her husband.
As the legal assistant for Dana and Associates, LLC, Charly helps clients navigate our estate planning process by reviewing legal documents and answering client questions.
Charly grew up and California and now calls Arizona home. She is a mother of two awesome kids and enjoys dancing and spending time with friends and family when not at work.
I never thought I would be working in a law firm. I enjoy being an Intake Specialist for Dana and Associates because no two days are ever the same. I love that I get to provide support to attorneys and colleagues every day. With each day, I learn and grow from each person I come in contact with. I used to always look with speculation at people that say they love going to work every day, but now I realize I have become one of those people.
When I’m not working at Dana and Associates, I like to read and journal. I am also a fan of strength training and dancing. I enjoy of scary movies and good documentaries. You can easily win me over with a cookie. Lastly, I also commit myself every day to be more like Beyoncé with every breath I take.
At Dana and Associates are thankful for the brave men and women who keep us safe and secure.
To show our appreciation, we provide a 10% off discount off the total cost of our trust and will packages for active military, veterans, teachers, firefighters, and police officers.
Our attorneys also host semi annual events to offer free Wills for Heroes. It is our wish to honor and serve those who have honored and served our country. Visit our Facebook page, or call (480) 924-4424 for more information.
Contact us today to schedule your free one-hour meeting with an attorney to assess your estate planning needs.