About Dana Law Group, LLC
Dana Law Group, LLC is a 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. We will be a trusted advisor and help you navigate any questions that arise. We navigate the estate planning process by helping families with 4 steps:
- The Initial Consultation – Our first visit is done in one of our offices or over the phone. This is an opportunity to get acquainted with each other and talk about general estate planing concepts. Once we outlined a few strategies, we will get a feel for what would be the best fit for you based on your unique circumstances. In this visit, we’ll quote a flat-rate to implement your customized estate plan.
- Designing Your Estate Plan – After determining what estate planning solution would work best for you, we’d walk you through capturing you specific wishes and determine who you’d want to act on your behalf if you were unable to act for yourself.
- Signing Your Estate Plan – After we’ve created personalized estate planning documents to capture your wishes, we’d meet again to explain the specific provisions of the paperwork, answer questions, and walk you through signing the paperwork. Once this process is complete, we’d organize the original paperwork in an estate planing portfolio for you to keep. We will safeguard a digital copy of your paperwork in our digital vault.
- Funding Your Estate Plan – Once the paperwork is signed, it is legally enforceable. However, the next step to help avoid the probate process is funding your estate plan. This means that we’d counsel you through transferring property to your trust or, if you don’t have a trust, naming beneficiaries on your major assets.