Estate Planning
Dana is very hands-on with her clients, and explains every step along the process. I would highly recommend her to anyone who needs a trust or even just a “Peace of Mind” package. She’s simply the best at what she does! – LK
Dana Green is WONDERFUL to work with and takes the time to explain everything very clearly. My son and I worked with Dana on the Young Adult Peace of Mind package when he turned 18 and now we truly have peace of mind knowing we can act on his behalf in the event of a medical emergency. This is an important step that many families are not aware of but should be. – NS
Dana makes the potentially sensitive and awkward task of estate planning a remarkably comfortable one. She has a calm and reassuring bedside manner combined with a competent, responsible, thorough, and timely approach to the work. Though the planning process can be formulaic – standard forms to prepare, standard language to use – Dana goes to great lengths to assure that each document reflects her client’s individual circumstances and unique requirements. Furthermore, one never feels lost in legal mumbo jumbo because she explains meanings and implications in plain English. And all of this comes at a reasonable price. – DK, Olivenhain, CA
Working with Dana was a pleasure. I was dreading the process because I find it so overwhelming and daunting, but Dana broke it down into very manageable increments and was always prepared for the next step. I would definitely return to her for future will and trust issues, and heartily recommend her. – DP, Encinitas, CA
Dana Green is the person you want to help you set up your Family Trust. She is very thorough and makes it so easy. I trust her judgement and knowledge to cover all the details required in this vitally important document. Plus, she is fun to work with! – JI
When I wound up in the emergency room in Santa Fe, NM, it was incredibly helpful and stress-reducing to have my mom able to help with understanding all of the medical jargon and procedures. Because she holds my power of attorney and HIPAA Authorization, she was able to be involved in my medical emergency as if she were there in person! Having these legal documents signed before I left home made this ER experience and follow up care so much simpler. Although I am an adult, I do not understand all this medical talk and billing information. Having my mom as my power of attorney has come in handy several times since I left home. – JG, Denver, CO
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