Company Description

Areas of Practice: Estate Planning, Probate, Trust Administration, Pre and Post Nuptials, Mediation (amicable divorces only), Elder Law, Medi-Cal Planning and Financial Elder Abuse) VA Appeals.

I have 35 years of legal experience and love educating about the importance of proper estate planning. I focus my practice on helping my clients have peace of mind by being prepared for the unexpected.

My Estate Planning clients appreciate the peace of mind that they have once their estate plan is in place. They know that their families will be taken care of as they intend and that their assets will be preserved based on current tax laws. With Probate costs so high in California, anyone with assets valued over $184,500 should consider a Revocable Living Trust. My Complete Estate Planning Package includes: Revocable Living Trust, Pour-Over Will(s), Advanced Health Care Directive(s), Advance Dementia Directive(s), Power(s) of Attorney Over Finances, Guardian and Conservator Appointments as well as all funding documentation necessary to fund the trust including Trust Transfer Deeds.

Estate Planning is not reserved for the wealthy as people often think it is. Our young adult children (18+) need three important Estate Planning documents: Advanced Health Care Directive, HIPAA Authorization and Power of Attorney. Without these documents, parents have no right to information or decision making on behalf of their adult children. In fact, all single adults over the age of 18 need these documents. "Being Single" includes those people who have never been married, are divorced, widowed, LGBTQ+ and unmarried, or in long-term relationships but unmarried.

My probate clients would be the first ones to tell you to get your estate planning in order before it is too late. Probate is extremely expensive, time consuming and a public process during which assets are tied up and not available to your beneficiaries who are determined by state law rather than by your choosing. The average home in CA today is valued at over $850,000. The probate cost on that asset alone exceeds $36,000 and gets paid out of your estate. Do you really want your loved ones to lose that much of their inheritance when it can be completely avoided by having a revocable living trust? Don't procrastinate or it may be too late to avoid probate. Call Dana today to have peace of mind tomorrow!

As a trained mediator, I can help divorcing couples who are amicable come to a relatively simple settlement saving an enormous amount of time and money compared to a litigated divorce.

I am also a Certified Medical Billing and Insurance Specialist. My Medical Billing Advocacy and Recovery clients appreciate having someone who can negotiate with hospitals and other medical providers when their bills contain errors and overcharges. With hospital bill errors averaging 30%, this is a much-needed service, but it is not a free service. I know it is extremely frustrating to deal with medical insurance and provider issues. And it is very time consuming as well whether you do it or we do. Remember, we are here to help you through the mess, but we did not cause it.

At the end of the day, I can rest my head knowing I've helped my clients and that they have peace of mind. Happy Clients, Happy Life!

Products & Services

Estate Planning ,   Trust Administration ,   Pre & Post Nuptials ,   Medi-Cal Planning and Financial Elder Abuse ,   Medical Billing Advocacy ,   Wills ,   Document Storage ,   Pre and Post Nuptials ,   Probate ,   Pet Trusts ,   Elder Law ,   Mediation (amicable divorces only)