About Dana Law Group, LLC
Your local 5-star Estate Planning, Trust Administration, and Probate Law Firm.
We help individuals and families to create custom legal solutions that will preserve hard-earned assets, eliminate the headache of probate proceedings, and reduce or eliminate tax. When you hire one of our experienced lawyers to create or administer an estate plan, you are doing more than purchasing a stack of legal documents. We will work with you to customize the paperwork and make sure your estate plan captures your wishes in the most efficient way possible.
As your trusted advisor, we help you navigate the estate planning process to create your custom estate plan in four easy steps:
- The Initial Consultation –
During our first visit we have the opportunity to get acquainted and discuss general estate planning concepts. Once we’ve outlined a few strategies, we will get a feel for what would be the best fit for you based on your unique circumstances.
- Customizing Your Wishes –
After determining what estate planning solutions would work best for you, we’ll walk you through capturing your specific wishes and determine who you’d want to act on your behalf if you were unable to act for yourself.
- Executing Your Documents –
After we’ve created your personalized documents, we’ll meet again to explain the specific provisions, answer questions, and walk you through the signing. Our team will then organize your documents in an estate planning portfolio and provide you with a digital copy a well.
- Funding Your Estate Plan –
Once signed, your documents are legally enforceable. However, the next step to help avoid the probate process is funding your estate plan. This means transferring property to your trust or, if you don’t have a trust, naming beneficiaries on your major assets and accounts.