Read BioTrusted Experts Since 1984
california Estate Planning & Probate Lawyers
- Professional
- Experienced
- Personable
Building Trust for Over 40 Years
With decades of experience and top-tier legal education, we’ve earned the trust of clients across multiple states, including California. Our attorneys are licensed to practice in California and are proud to serve individuals and families throughout the state with trusted, high-quality estate planning services. That’s why Dana Whiting Law is becoming a recognized name in estate planning for California families seeking clarity, protection, and peace of mind.
"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."
Estate Planning in California: Secure Your Legacy with Confidence
At Dana Whiting Law, our goal is to assist our clients in leaving behind a legacy they can be proud of—without the stress of navigating Estate Planning in California alone.
Common Questions California Residents Ask
Are you a California resident or someone who owns California assets and has asked one or more of the following questions?
- How do I go about developing the best estate plan?
- I don’t understand the probate process. How does it work?
- Who can help me with advanced tax planning?
- How can I ensure that I will be able to leave a lasting legacy when I pass away?
- What will be the best way to distribute my assets when I die?
If these questions sound familiar, you’re not alone—and you don’t have to figure it out by yourself.
Trusted Legal Guidance for Estate Planning, Probate, and Trust Administration
Dana Whiting Law has attorneys licensed to practice in California, with experience in all aspects of Estate Planning, Probate, and Trust Administration. Whether you’re starting from scratch or reviewing an existing plan, we’re here to help you protect what matters most.
Why Estate Planning Matters—Now More Than Ever
Estate planning isn’t just important—it’s essential. If you pass away without a legally valid estate plan, the State of California will determine how your assets are distributed. That often means your loved ones may receive far less than you intended, after a time-consuming and expensive probate process.
Protect Your Assets. Preserve Your Intentions.
Proper estate planning ensures that your wishes are honored and your legacy lives on. It gives your family peace of mind, avoids unnecessary legal battles, and ensures a smooth transition of assets to your beneficiaries.
Where We Practice
We’ve opened our first Utah location and will continue expanding across the state to bring families personalized estate planning closer to home.
Our Arizona team offers trusted estate planning through our Estate Planning with Purpose™ approach, serving families with experience and care across generations.