Tier 1
Core Estate Planning
Net Worth $500K - $10M
Trusted Experts Since 1984
Estate Planning & Probate Lawyers
Protect Today - Empower Tomorrow
Estate Planning with Purpose™ that protects the family and builds financial futures.
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Tier 2
High Net Worth
Net Worth $10M - $25M
Tier 3
Ultra High Net Worth
Net Worth $25M - $100M
Probate/ Trust Administration
Building Trust for Over 40 Years
With decades of experience and top-tier legal education, we’ve earned the trust of our clients—and their referrals. That’s why we’re recognized as Arizona’s premier estate planning firm.
"I have a very complex estate with some unique challenges. Matt and Trevor came up with many creative ideas for me to choose from which resulted in tremendous tax savings. I highly recommend them for estate tax planning."
"Matt, Trevor and team are knowledgeable on every aspect of Estate Planning. They are always current with the latest developments and use their skills to tailor an estate plan that fits your individual needs and desires."
"I am a retired 20-year partner from one of the big 4 international CPA firms. Even with my credentials and my worldwide fortune 500 experience in the financial sector, I chose Dana Whiting Law to help with my Estate Planning needs. Matt has the ability to explain complicated Tax Strategies in simple terms to understand, and he is fun to listen to. Also meeting in his Sedona Office was very convenient."
”Matt & Todd, Thank you both for explaining and making our family feel so good about where we are. Very professional and well done!!…. I got a bit choked up there because as you said Matt, we are truly blessed and it’s hard for me to look at my family and explain what that means to us…..Thanks again!… P.S. Todd, you really have done a wonderful job with all of this!!!"
"I've used Matt and Trevor for several years now for estate planning and wealth transfer. They have the gift of domain expertise coupled with ability to explain complex rules and concepts in an understandable manner."
Get to know us, before you hire us!
Explore our video library covering a wide range of estate planning topics
Estate Planning with Purpose™
As some of the most experienced Probate & Estate Planning Attorneys in Scottsdale, AZ we measure success by the peace of mind our clients feel after meeting with us. That is why we offer Estate Planning with Purpose™. Our quality estate plans are fulfilled through several generations. A majority of our senior attorneys have over 10 years of experience practicing strictly in the field of estate planning.
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Where We Practice
Our Arizona, California, and Utah teams serve families across the Southwest with personalized estate planning and trusted legal guidance through our Estate Planning with Purpose™ approach, offering care, guidance, and experience across generations.
California Practice
Contact our team to discuss estate-planning and probate questions in San Francisco and Northern California, San Diego, or Los Angeles.
Utah Practice
We’ve opened our first Utah location and will continue expanding across the state to bring families personalized estate planning closer to home.