Dana and Associates is a full-service estate planning, probate and trust administration 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 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.
I love knowing that the planning techniques we implemented saved clients money and prevented probate. When I was in college at Arizona State University, I worked part time as a law clerk for my dad, and that’s when I started to understand the importance of legal planning for families. Learn more…
As an Associate Attorney for Dana and Associates, I enjoy helping clients set up an individualized estate plan that ensures that upon death, their assets are transferred according to their wishes as efficiently and cost-effectively as possible. Learn more…
As Administration Paralegal, Lori manages and supervises all of the Probate and Trust Administration cases for Dana and Associates. Learn more…
Christine has amassed over 18 years of experience as a manager and paralegal with a diverse set of abilities spanning legal, human resources, and communications. Learn more…
As the Receptionist, Lori is the first point of contact to greet you at Dana and Associates. Learn more…
As a legal secretary my job is to guide you effectively through our estate planning process. Learn more…
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.