Your Goals

Before you can plan for the future, the first step is figuring out where you want to be and how an estate plan can help you get there. We help you figure out your financial goals and what you’d like your legacy to be. Whether your biggest concern is ensuring that your heirs inherit as much as possible, setting up a guardianship for a special needs beneficiary, or planning for your end of life care, we can help.

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a Plan

Once we know and understand the goals you have for your lifetime, any possible incapacity, and upon your death, we work to create a plan that implements your goals. Through wills, trusts, living wills, powers of attorney, directed beneficiary accounts, and naming guardians and trustees, we put together a plan that meets your needs and protects your family. 

Use a Firm
You Trust

Joe Dallo enjoys serving his clients and helping them plan for the future. With a background in financial planning and his legal training, Joe brings a sharp, analytical thought process to estate planning and solving client problems. Dallo Estate Planning tailors creative solutions to meet each client’s needs, working to protect their assets, families, and hopes for the future

Services We Provide

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Estate Planning

Estate planning isn’t just planning for your death; it’s also about planning for your life and the lives of the people you love. While death is uncomfortable to think about, if you fail to plan, the future of your estate can be uncertain.

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Probate and Trust Administration

Probate is a court-directed process that distributes the assets of your estate upon your death. While we often help clients avoid probate, we can also assist heirs with managing the probate legal process and settlement of an estate.

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Elder Law Services

Dallo Estate Planning also offers a full range of elder law services in addition to estate planning geared towards seniors. We assist with a number of factors, from insurance and benefits to care and transfers of property.

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Why Choose Dallo Estate Planning?

Welcome to Dallo Estate Planning. Our purpose is to help families achieve peace of mind and care for their loved ones in the future. We help you determine your goals for your lifetime and your family and incorporate practical estate planning to manage your assets and affairs during your lifetime, if you’re incapacitated, and to support your family members once you’re gone. Our firm offers estate planning, trust and probate administration, and elder law services.

You need an estate plan uniquely tailored to your life and goals. At Dallo Estate Planning, we know that a useful estate plan can’t come from a cookie-cutter plan. We work closely with our clients to meet their individual needs.

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Success Stories

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Client Testimonials

  • I’ve been working with Joe for over a year with my estate issues. I can tell you first hand that he’s extremely effective at his services. He puts the client first above everything. He listens to your concerns and shares intelligent strategies to help achieve your goals. I highly recommend hiring Joe!

    Jason E.
  • Joe at Dallo Estate Planning is a consummate professional and great human being. He did an incredible job listening to our needs and developing a plan that made sense, based on what we wanted. He offered various options and provided different examples of the options, ensuring to explain each detail if there was any sort of confusion. He makes you feel like family and ensures your comfortable with the process, each step of the way. Within days of speaking with Joe, I recommended him to various family members because I knew I found the “right guy” for this job. Thank you for everything, Joe!!

    Robert Azar
    From Google Reviews
  • Having finally gotten to a point where it was time to consider estate planning I had no idea where to start. Luckily I happen to be sitting at the same table as Joe Dallo while at the wedding of my wife’s friend. As he talked passionately about his business and how his ultimate goal was to make sure that his clients were informed, it made perfect sense to pick his brain on the conundrum I was currently attempting to resolve. Joe went out of his way to come to my office and provide me an in-depth conversation of the options that existed when deciding on estate planning. All of that led to me not only creating a trust but also life insurance policies for both my wife and I. I definitely want to recommend Joe in the event you’re looking for a lawyer that can cater to your needs within the legal environment. Even after the completion of our trust Joe continues to be a valuable resource on both items within the legal space as well items outside of the space. Thanks again Joe for everything.

    Brandon P.
  • Joe was super knowledgeable, honest, and patient as he walked me through each step of the process. He got all of my documents to me accurately and in a timely manner and was responsive to any questions I had. Would recommend to anyone seeking help with financial and estate planning!

    Monica S.
  • As an attorney, I’m always referring clients to other professionals, and Joe is my go to guy for estate planning. Not to mention, he’s a financial planner, which goes hand in hand with estate planning. He is extremely knowledgeable, honest and trustworthy, and I know my clients are in good hands with Joe! He’s definitely the best the legal community has to offer!

    Madana H.
  • Mr. Dallo’s knowledge and counsel regarding estate planning are second to none. His expertise will guide your estate plan and provide your family with protection, peace of mind, and financial security. I wouldn’t think to use anyone else but Dallo Estate Planning to advise me on all my estate planning needs.

    Adam H.

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