Kyndall Dana Yates is the daughter of Matt (and Nancy) Dana, the founding attorney of Dana Whiting Law. Kyndall worked with Matt as the head paralegal for many years at the Dana Law Firm. When her father approached her to join him in starting up Dana Whiting Law, Kyndall wanted to be supportive and accepted the role of “Office Manager/ Paralegal”. Kyndall worked at Dana Law Firm for 12 years in various roles. During her career at Dana Law Firm, she rose from the front desk receptionist position to “head paralegal” of all of Dana Law Firm. When Matt joined the national firm, Kyndall continued to work from home to help her dad manage all of his personal finances and affairs including serving as the property manager for two commercial buildings and an apartment complex. She has also stayed involved in the estate planning world helping her father with various tasks and assignments he would give her while he was working for the national law firm.
As a paralegal for Dana Whiting Law, Kyndall has the responsibility of working with the firm’s higher net worth clients and works on more complicated and sophisticated trusts and estate planning documents. With her degree, she has the experience and skills to help the firm prepare flowcharts of client’s estate plans as well as help with the preparation of excel spreadsheets that will help the client understand the tax liabilities that they will face and the tax savings achieved by implementing certain strategies. Kyndall also helps train, mentor, and supervise younger paralegals. She is intricately involved with clients as they execute their estate planning documents and assists them as they transfer title of their properties to the trust.
“Kyndall was one of the key persons at the Dana Law Firm and she had a finger in any success or accolades we achieved as a firm. I am proud of her not only as a daughter but as one of my closest business advisors. I am happy that she has accepted the challenge to help us grow Dana Whiting Law into Arizona’s premiere Estate Planning Law Firm,” said Matt Dana. Kyndall graduated from Arizona State University wherein she earned a Bachelor’s Degree graduating Suma Cum Laude. She did this at the same time she was working for the Dana Law Firm and starting her family. She and her husband are the proud parents of 3 beautiful children, two boys, and one little girl. When Kyndall isn’t at work or spending time with her children, she enjoys reading.
Terri has worked with Matt Dana for over six years as his legal assistant starting at Dana Law Firm in 2011. She started as the receptionist in the Scottsdale office of Dana Law Firm and quickly moved into managing the Scottsdale office as well as serving in the capacity of Matt Dana’s personal assistant. She joined Matt and others from Dana Law Firm when they affiliated with the national law firm of Quarles & Brady LLP. Matt thought so much of her that she was only 1 of 6 Dana Law Firm employees who went with Matt to Quarles & Brady LLP in November of 2014. She had the enormous task of transitioning approximately 1,000 files from Dana Law Firm to Quarles. At Quarles & Brady LLP, she continued as Matt’s assistant and took on additional roles such as marketing, some paralegal work and managing Matt’s busy calendar and schedule. When Matt asked her to leave Quarles & Brady LLP and join him once again at Dana Whiting Law she was excited for the new challenges this would bring.
At Dana Whiting Law Terri continues as Matt’s assistant and manages and schedules Matt’s estate planning clients. She also fills the role as manager of the Scottsdale office and supervises all employees. In addition, she also helps with paralegal duties and responsibilities and assists Matt as he heads up the Probate and Trust Administration section of Dana Whiting Law. She has over 40 years of experience in the administrative and office management field and has assisted the attorneys with scheduling, billing, marketing, drafting and client relations. She has been married for 27 years and has two daughters. In her free time she enjoys remodeling her house with her husband, spending time with her granddaughter, reading and camping.
Kathy is the friendly face you see when you first walk in the door at Dana Whiting Law, and the helpful voice you hear when you call in. She has been working for Matt Dana since 2010 and she brings many years of experience in customer service and client relations. Along with all the crucial duties as receptionist/legal assistant for the firm, Kathy also oversees the scheduling and coordination for all attorneys at our seven satellite offices. She is able to lend a helping hand in any way needed to support our staff and clients of the firm. She is a valuable asset to the team here at Dana Whiting Law.
Kathy was born and raised in Arizona and in her free time, she loves to be outdoors and enjoys gardening and paddle boarding. Her friends would also tell you she is an amazing cook!
Bobbi was born in Arlington Heights, Illinois but grew up in Scottsdale, Arizona. She attended Arizona State University and graduated Magna Cum Laude with a minor in English and Bachelor of Science focusing on Criminal Justice. In October of 2002, Bobbi received her ABA approved certification in the General Practice Paralegal Program from the Arizona Paralegal Training Program (now Phoenix College). Bobbi has worked in the legal field of estate planning, trusts, and estates for almost 20 years and recently joined the Dana Whiting Law firm in January of 2019. As a paralegal for Dana Whiting Law, Bobbi will be the lead paralegal in the probate/trust administration and business areas. Bobbi will also continue to work in estate planning and will assist with drafting more sophisticated and complicated trusts and other estate planning documents.
Bobbi is an avid animal lover and keeps herself busy tending to her 3 puppies. She also keeps active by regularly attending a boot camp type fitness training program and enjoys spending time with family and friends.
Jackie Pakula is a current first-year J.D. student at Arizona State University. She is an Arizona native and is eager to begin a legal career in the valley. She will be starting with Dana Whiting Law in May 2019.
Jackie graduated from Barrett, the Honors College at Arizona State University in 2017 with bachelor’s degrees in Finance and Business Supply Chain Management. She graduated with Magna Cum Laude honors and had internships with large companies like KPMG, LLP and Mondelez International. Prior to that, she attended Notre Dame Preparatory in Scottsdale, Arizona.
Jackie’s goal as an attorney and law clerk is to be as helpful as she can be. She aims to be approachable and diligent throughout her work, learning in depth about successful estate planning processes from the experts.
Outside of school and work, Jackie enjoys riding and competing with her Arabian horses. She has competed across the country at national events since 2005; to date, she has won 8 National Championships as an equestrian.