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Estate Planning



4 Easy Phases
step-1

Get Acquainted

We will meet with you to discuss your goals and objectives with your estate and get to know you. We never charge for a first meeting, we believe that a relationship is critical for success.
step-2

Design Estate Plan

We will develop flowcharts, spreadsheets and projections and decide together on an estate strategy.
step-3

Review Plan

We meet with you to review the estate plan together and make sure that you thoroughly understand all key provisions in the estate plan.
step-4

Execute Document

After you thoroughly understands the estate plan and the flowcharts, a meeting to sign the plan will be scheduled.
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Free Last Will and Testament for Educators

 

Why Dana Whiting Law?

Instead of the focus being on growth and opening multiple offices, Dana Whiting Law will only have a select few. Instead of the focus being on the volume of clients, the focus will be solely on the experiences of each client with Dana Whiting Law. Instead of measuring success by the number of lawyers employed, success will be measured by the quality and experience of the lawyers employed. Instead of working with other attorneys and paralegals, you will meet with Matt, Trevor or Donnie directly, not a junior lawyer.  Instead of trying to be the biggest Estate Planning practice, the focus will be solely on becoming the elite Estate Planning practice. MORE

Our Guarantee

Many Estate Planning Law Firms in Arizona will sell you an inexpensive set of documents to serve at your Estate Plan. Our law firm is different. We want to give you estate planning knowledge so that your mind can truly be at ease. We want to design an estate plan tailored specifically to your family circumstances. At Dana Whiting Law Firm, you are buying experience and knowledge and not just another set of papers.

  • Michelle
    My husband and I recently had the pleasure of working with Hallie Tessendorf on our estate plan/trust. I can’t tell you enough good things about her. Looking forward to a long-term relationship.
    Michelle
  • Louise - Scottsdale, AZ (formerly from Payson, AZ)

    Last year, I was very happy to meet the 'old' Matt I cared so much about from 2008.  The Matt who flew to the airport and met with clients in the airport restaurant. The Matt who was the only one, out of three other noted attorneys, who could decipher the verbiage in my trusts.

    Louise - Scottsdale, AZ (formerly from Payson, AZ)
  • Michelle M
    I want to let you know that your excellent receptionist service helped to connect us with your firm. I received a referral list and tried several others first - unlike your service, they directed my call to voicemail and did not respond to my call timely. Your service's ability to answer the phone is definitely a plus. Thanks again for the great service.
    Michelle M
  • Tucson, AZ
    I truly appreciate your conscientious, compassionate and professional help, support, guidance and direction! You, to date, along with Bruce have made it possible to work thru the unsettling job of settling my daughter’s Estate possible!
    Tucson, AZ
  • Gary
    Very professional and easy to talk to. Helpful with tax questions and how to hold assets. Will certainly recommend them.
    Gary
  • Mullika
    Our family has been served well by Matt Dana & his Ultra Professional staff dating back to 2007. Estate matters are sensitive and emotional issues. Matt is beyond personable and caring. His staff is alert, proficient, expeditious in these Trust matters. His ability is tops, his tenure in Law is Long and his presence is well known in and out of Arizona. We have become a second generation client of his and know that when both my wife and I pass we have no concerns about how the transition of our affairs will be handled. That is a single most comforting thought as we turn the page into 2018.
    Mullika
  • Dianne
    My husband and I have worked with Trevor Whiting for estate planning at his previous firm. When we received the letter about his new firm, there was no question about what our decision would be regarding whether we would switch to the Dana Whiting firm. Trevor Whiting was highly recommended to us when we needed to redo our estate plans after moving to Arizona. We were not disappointed. He is knowledgeable, efficient, very honest but also takes a personal interest in his clients. Our interactions with the office at Dana Whiting Law confirm that the staff shares his commitment to service and client satisfaction.
    Dianne
  • Ed
    For my friend Matt, In appreciation for all your help, my family and I thank you. Without your fantastic financial guidance, exceptional legal advice, and overall commitment to caring for our family, we wouldn't be in the wonderful position we are today. And, of course, I have to acknowledge your exceptional crew, without whose hard work, you wouldn't have been able to do what you've done.
    Ed