National Presence
We Can Help—No Matter Where You Live
At Dana Whiting Law, we are experts in the Federal Transfer Taxes, the Estate Tax, Gift Tax and the Generation Skipping Tax, 90% of our practice for ultra-high-net-worth clients deals with Federal Law. For state-specific requirements and documents, we work with trusted local attorneys to ensure everything is completed properly.
No matter where you live, we will help you create a customized estate plan that protects your family, your assets, and your future.
You’ll also notice some states highlighted on the map:
- Light Blue Striped – States where we’re already licensed and can complete the full process in-house
- Light Blue – States where we’re soon to be licensed
- Dark Blue Striped – States we have a network of lawyers
- Dark Blue – All other states where we provide federal-level estate planning and coordinate with a local firm to finalize everything
“With the movement in the United States for consolidation of practices, and the emergence of national law firms in the Personal Injury space, it is only a matter of time that there is a national Estate Planning practice. This is a major goal of Dana Whiting Law”
Matt Dana, Founder
JD, LLM, CPA, CLU
National Network of Attorneys
At Dana Whiting Law, we are proud to be part of a growing movement where boutique law firms are expanding their reach nationally to better serve clients across state lines. This trend mirrors what we’ve seen in other legal sectors, particularly in the personal injury space with firms like Morgan & Morgan, which have successfully built nationwide networks while maintaining a personal, client-first approach.
We work closely with a national network of trusted attorneys who share our commitment to excellence, personalized service, and specialized expertise. This collaborative approach allows us to seamlessly support clients with multi-state needs in areas such as estate planning, business law, tax strategy, and trust administration.
By partnering with like-minded attorneys across the country, we’re able to offer our clients the focused attention of a boutique firm with the expanded reach and resources typically associated with larger national practices.
"Sherry and I are so grateful for the outstanding service we received from Dana Whiting Law. Although based in Arizona, their team worked seamlessly with us here in North Carolina. DWL not only guided us through the estate and trust planning process with clarity and professionalism, but also coordinated with a local North Carolina attorney to ensure every detail of our documents were valid and effective under North Carolina state law.
Our initial meetings were along the support of informational videos from the Dana Whiting Law website and allowed us to understand the process and bring the legalize to our level of understanding to easily grasp what are otherwise difficult concepts to the lay person.
Highly recommend Matt and his associates wherever you may be located to help with your estate planning needs and understand the complex strategies in a very pleasant and helpful way."
"Our experience with Matt Dana at Dana Whiting Law has been better than fantastic. We would highly recommend Dana Whiting Law without hesitation. In fact, a friend of ours is now working with Matt per our recommendation. Matt has been very professional, knowledgeable, and passionate with his work.
To be honest, we got a bit intimidated at first. However, we quickly got educated by Matt in a very efficient and easy-going manner. We now feel completely in control of our final plan and future maintenance process.
My wife and I met with Matt and his wife, Nancy, for a few social occasions. While we learned about Matt and Nancy's family ancestors' history in Utah and Arizona, we shared our Vietnamese history, food, and culture when we met in San Jose, California."
"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!!!"