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.
Our passion is solving solving problems creatively, delivering legal solutions, and helping families through difficult times. We strive to offer straightforward and efficient solutions to sophisticated problems to protect your family and your legacy.
I define “Family” as the people that you love and care about.
Planning is Personal
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.
— Rilus M. Dana, J.D.Managing Partner
Our Core Values
We encourage our clients’ enthusiasm for the things and people they love. Helping our clients preserve their legacy ensures they are protecting their family and their community. We offer customized legal plans for our clients to arrange specific to their families and charitable organizations so that their passions live on long after they are gone.
Treating our clients with respect and offering them honest and straightforward solutions to their legal problems is of great importance to our attorneys and staff. We provide an ethical and transparent environment so that our clients know they can trust our advice.
“That was so easy” is the best compliment we get from clients. Our goal is to provide a service experience for our clients from the moment they call to schedule until their case is closed and beyond. We build sustaining relationships with our clients and their families by answering their questions quickly and efficiently so that we can help them with every aspect of their estate plan and the probate process.
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.
We are committed to providing our attorneys and staff with the highest quality training and continuing education. We also believe that we serve our clients best when they understand how the estate planning and probate processes work. By offering as many educational resources as possible we feel that our clients are able to make the best decisions for their family.
Estate planning is about preparing for the future, so we incorporate the technological tools of the future into our clients’ estate plans. 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 client documents safe and secure to share their documents with their loved ones.
Estate Planning for Heroes
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.