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A boutique fiduciary practice delivering white-glove estate administration and complex probate dispute resolution
As independent fiduciaries, we provide disciplined oversight, structured administration, and impartial leadership in estates requiring experienced management beyond traditional legal services. We focus exclusively on estate execution and dispute resolution—ensuring clarity, continuity, and financial stewardship throughout the process
A Boutique Practice Built on Experience and Trust
We are a boutique mediation and estate practice helping families navigate estate administration, mediation, and beneficiary conflict with a clear process and strong communication.
Our practice is intentionally selective. We take on a limited number of matters so each client receives unmatched attention, strategic oversight, and consistent communication.
Our philosophy is simple: handle every matter with integrity, efficiency, and discretion—so families can move forward with clarity and confidence.
Estate Administration & Fiduciary Leadership
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Personal Representative / Executor services
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Trustee Services
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Conservator Services
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Beneficiary communication & updates
Mediation & Dispute Resolution
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Probate & inheritance disputes
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Real estate disputes
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Trust Disputes
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Guardian / Conservator Disputes
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Business Disputes
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Pre-litigation mediation
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Attorney-referred mediation
Asset & Estate Support
Asset discovery & documentation
Property oversight & preparation for sale
Coordination with accountants / tax strategy support
Coordination of appraisals (real estate + personal property)
Business asset management & sale coordination
High Net Worth Families & Fiduciaries
Executors, trustees, and families managing complex estates involving multiple properties, business assets, valuable personal property, and occasionally contentious heirs.
Attorneys & Referral Partners
Law firms seeking an experienced mediator for probate and real estate disputes, including one-day structured mediations and complex pre-litigation matters.
Conservatorship Matters
Targeted, fixed-fee engagements where experienced oversight and efficiency are essential.
“Dana has successfully resolved every matter I have mediated before him. His unique blend of knowledge, practicality, fairness, and empathy allows him to communicate effectively with attorneys and clients and consistently reach meaningful resolutions.”
— Miles Hunt, Esq.
Epstein & O’Donovan LLP, Partner
“Dana is exceptionally organized and always focused on identifying the best tax strategy for the estate. His creative approach and attention to detail make him an outstanding fiduciary.”
— Gary Hammond CPA
Hammond & Dargis
“In my view, no one could have accomplished as much as Dana has in such a short period of time. I highly recommend him for matters that require the attention of an experienced and capable fiduciary.”
— Barry Zimmerman, Esq.
Kelly, Remmel & Zimmerman, Partner
“Dana’s experience as a former probate judge gives him a unique ability to navigate complex estate disputes and family dynamics. He consistently helps clients reach creative and workable resolutions.”
— Misha C. Pride, Esq.
“Dana handled a very complicated estate involving real estate, a family business, and complex tax issues expertly and efficiently. Because of his diligence in uncovering assets and managing tax matters, the estate realized significantly greater value."
— Avery Day, Esq.
Stevens & Day LLP, Partner
“Effective and timely communication is essential when working with estate properties, and Dana consistently demonstrates a deep understanding of this. His professionalism and accessibility have been invaluable.”
— Van Ames
Whittemore’s Agency, President
“Dana’s deep knowledge of trust and estate matters, combined with his experience as a former Probate Judge, has led to the successful resolution of numerous disputes. His work often saves clients significant litigation expenses.”
— Dennis O’Donovan, Esq.
Epstein & O’Donovan LLP, Partner
“Dana has guided me in managing my finances and investments for more than twenty years. He always keeps my long-term success in mind and ensures I understand each decision along the way.”
— Derrick Klecman
Trust Beneficiary
“Dana was an invaluable resource during our family mediation, helping guide both the legal and financial aspects of the process. He kept our family focused and helped us reach a successful resolution.”
— James Macon
Member of Multi-Family Real Estate Mediation
“Dana applies his extensive probate experience to help craft practical solutions to difficult matters. His knowledge and judgment consistently benefit those who engage his services.”
— Jeff Russell, Esq.
“Dana is highly effective at helping parties focus on the issues at hand and supporting creative resolutions to complex disputes. His mediation approach consistently moves difficult matters toward resolution.”
— Paul Shapiro, Esq.
Carlin & Shapiro, P.A., Partner
“Dana has successfully resolved every matter I have mediated before him. His unique blend of knowledge, practicality, fairness, and empathy allows him to communicate effectively with attorneys and clients and consistently reach meaningful resolutions.”
— Miles Hunt, Esq.
Epstein & O’Donovan LLP, Partner
“Dana is exceptionally organized and always focused on identifying the best tax strategy for the estate. His creative approach and attention to detail make him an outstanding fiduciary.”
— Gary Hammond CPA
Hammond & Dargis
“In my view, no one could have accomplished as much as Dana has in such a short period of time. I highly recommend him for matters that require the attention of an experienced and capable fiduciary.”
— Barry Zimmerman, Esq.
Kelly, Remmel & Zimmerman, Partner
“Dana’s experience as a former probate judge gives him a unique ability to navigate complex estate disputes and family dynamics. He consistently helps clients reach creative and workable resolutions.”
— Misha C. Pride, Esq.
“Dana handled a very complicated estate involving real estate, a family business, and complex tax issues expertly and efficiently. Because of his diligence in uncovering assets and managing tax matters, the estate realized significantly greater value."
— Avery Day, Esq.
Stevens & Day LLP, Partner
“Effective and timely communication is essential when working with estate properties, and Dana consistently demonstrates a deep understanding of this. His professionalism and accessibility have been invaluable.”
— Van Ames
Whittemore’s Agency, President
“Dana’s deep knowledge of trust and estate matters, combined with his experience as a former Probate Judge, has led to the successful resolution of numerous disputes. His work often saves clients significant litigation expenses.”
— Dennis O’Donovan, Esq.
Epstein & O’Donovan LLP, Partner
“Dana has guided me in managing my finances and investments for more than twenty years. He always keeps my long-term success in mind and ensures I understand each decision along the way.”
— Derrick Klecman
Trust Beneficiary
“Dana was an invaluable resource during our family mediation, helping guide both the legal and financial aspects of the process. He kept our family focused and helped us reach a successful resolution.”
— James Macon
Member of Multi-Family Real Estate Mediation
“Dana applies his extensive probate experience to help craft practical solutions to difficult matters. His knowledge and judgment consistently benefit those who engage his services.”
— Jeff Russell, Esq.
“Dana is highly effective at helping parties focus on the issues at hand and supporting creative resolutions to complex disputes. His mediation approach consistently moves difficult matters toward resolution.”
— Paul Shapiro, Esq.
Carlin & Shapiro, P.A., Partner
“Dana has successfully resolved every matter I have mediated before him. His unique blend of knowledge, practicality, fairness, and empathy allows him to communicate effectively with attorneys and clients and consistently reach meaningful resolutions.”
— Miles Hunt, Esq.
Epstein & O’Donovan LLP, Partner
“Dana is exceptionally organized and always focused on identifying the best tax strategy for the estate. His creative approach and attention to detail make him an outstanding fiduciary.”
— Gary Hammond CPA
Hammond & Dargis
“In my view, no one could have accomplished as much as Dana has in such a short period of time. I highly recommend him for matters that require the attention of an experienced and capable fiduciary.”
— Barry Zimmerman, Esq.
Kelly, Remmel & Zimmerman, Partner
“Dana’s experience as a former probate judge gives him a unique ability to navigate complex estate disputes and family dynamics. He consistently helps clients reach creative and workable resolutions.”
— Misha C. Pride, Esq.
“Dana handled a very complicated estate involving real estate, a family business, and complex tax issues expertly and efficiently. Because of his diligence in uncovering assets and managing tax matters, the estate realized significantly greater value."
— Avery Day, Esq.
Stevens & Day LLP, Partner
“Effective and timely communication is essential when working with estate properties, and Dana consistently demonstrates a deep understanding of this. His professionalism and accessibility have been invaluable.”
— Van Ames
Whittemore’s Agency, President
“Dana’s deep knowledge of trust and estate matters, combined with his experience as a former Probate Judge, has led to the successful resolution of numerous disputes. His work often saves clients significant litigation expenses.”
— Dennis O’Donovan, Esq.
Epstein & O’Donovan LLP, Partner
“Dana has guided me in managing my finances and investments for more than twenty years. He always keeps my long-term success in mind and ensures I understand each decision along the way.”
— Derrick Klecman
Trust Beneficiary
“Dana was an invaluable resource during our family mediation, helping guide both the legal and financial aspects of the process. He kept our family focused and helped us reach a successful resolution.”
— James Macon
Member of Multi-Family Real Estate Mediation
“Dana applies his extensive probate experience to help craft practical solutions to difficult matters. His knowledge and judgment consistently benefit those who engage his services.”
— Jeff Russell, Esq.
“Dana is highly effective at helping parties focus on the issues at hand and supporting creative resolutions to complex disputes. His mediation approach consistently moves difficult matters toward resolution.”
— Paul Shapiro, Esq.
Carlin & Shapiro, P.A., Partner
93%
success rate and decades of judicial, legal, and business experience.
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