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Dianna Wilke is a Specialist in Estate Planning, Trust and Probate Law, certified by the State Bar of California Board of Legal Specialization. As such, she has strong academic and professional qualifications, but an even stronger conviction for planning with the client's values as the centerpiece. "I believe I give clients a voice when they are no longer here" she says, "it is my passion."
Dianna holds a Bachelor's Degree in history, with a minor in political science from Arizona State University, where she was also active in the Alpha Gamma Delta International Women's Fraternity.
She earned her Juris Doctor from Southwestern University School of Law, where she was named to the Dean's List and awarded the American Jurisprudence Award in Wills and Trusts. While attending law school, Dianna also founded and served as President of Southwestern University School of Law's chapter of the Native American Law Student Association (NALSA).
She holds a Master of Laws in Estate Planning from the prestigious program at the University of Miami School of Law, where she was a Heckerling Scholarship Recipient. While attending the University of Miami, Dianna published an article entitled "Crummey Right to Withdraw, Is it Safe for Contingent Remaindermen?" in the 1999 University of Miami Tax Law Chronicle, which analyzed a popular technique in family gifting.
Dianna also holds a Masters of Law in Taxation from the University of Alabama where she graduated Magna Cum Laude.
Dianna's experience includes private practice at some of the state's most respected firms and management of a trust and investment business line for a major financial institution. This depth of experience allows her to analyze a client's plan from both a theoretical and practical application.
Dianna is a frequent lecturer on various estate planning subjects for legal and charitable associations, including the California State Bar and the Ventura County Community Foundation. She served as Chair of the California State Bar Exempt Organization Committee. She is also a member of the Trusts and Estates Section of the California State Bar.
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Practice Area
29 years
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Chat withState: California
Acquired: 1997
No misconduct found
755 Sunrise Avenue, Ste. 155, Roseville, CA, 95661
9 Client Reviews
Showing 1 - 5 of 9 reviews
Posted by Pam | November 23, 2019 | Hired Attorney | Estate Planning
Valuable Resource for you with Outstanding Knowledge & Service
Dianna is the utmost professional and exhibited in her ability to explain things that one can understand, extensive experience and knowledge shared in real-life situations that you would have never have thought of, patience and excellence in customer service to ensure your trust meets your personal d...
Posted by Mark | May 06, 2017 | Hired Attorney | Estate Planning
Very organized
Just finished our estate planning with Dianna. Let me say that yes there are many, many other attorneys out there that do estate planning, but I don't know how this could have been done better. Dianna is very organized and she followed thru with everything she had said and the finished product, a lar...
Posted by Vivian | October 24, 2016 | Hired Attorney | Wills & Living Wills
Five Star ++
Dianna Wilke deserves more than the allotted 5 stars. She is knowledgeable, experienced, and compassionate. Discussing ones will is an emotional event, however with Dianna that response dissipates. I've made a few changes to my will with other attorneys in the past, however was very dissatisfied ...
Posted by Kyle | July 02, 2015 | Estate Planning
Excellent service
My wife and I worked with Dianna last year setting up our trust. She worked with our specific wishes and spoke in plain English walking us through the steps. I work with people's attorneys on a regular basis and no other has informed and cared for clients in the way Dianna has for us. She also made s...
Posted by Bruce | December 16, 2014 | Probate
Approachable and Knowledgeable
I was referred to Dianna Wilke by my banker and am very happy he did so. Dianna guided me through the legal issues on my mother's estate and set up my personal estate as well. She is friendly and approachable, very knowledgeable and all the while able to explain the legal issues in a manner that is u...
"I endorse Dianna without reservation. She has demonstrated an exceptional grasp of the law and has a character that is beyond reproach."
"I endorse Dianna without reservation. Dianna has always been very detail-oriented and attentive to the needs of clients I have referred to her. The people I have referred have been very happy with their experience with Dianna and thanked me for referring them to her. I would gladly recommend her to anyone in need of an estate planner."
"I endorse this lawyer. Dianna Wilke is one of the smartest Estate Planning attorneys in the business!"
"An extremely talented and well respected attorney in the legal community, I wholeheartedly recommend her to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of her clients and getting them the most favorable result possible."
Employment and labor lawyer
Personal injury lawyer
Estate planning lawyer
Estate planning lawyer
2016
Magna Cum Laude, University of Alabama
2004
Certified Specialist in Estate Planning, Trust, and Probate Law, California Board of Legal Specialization
2002
DIstinguished Service Certificate, Consortium for Graduate Study in Management
1998
Phillip Heckerling Scholarship, University of Miami School of Law
1997
Dean's List, Southwestern University School of Law
1996
American Jurisprudence - Wills &Trusts, Bancroft Whitney
2010 - Present
Owner, Law Offices of Dianna M. Wilke
2001 - 2010
SVP, Wealth Management Director, Wells Fargo Private Bank
2000 - 2001
Associate, Mullen & Henzell, LLP
1999 - 2000
Associate, Weinstock, Manion Reisman, Shore & Neumann
2008 - Present
Villanova Preparatory SchoolBoard Member
2004 - 2005
Sacramento BalletBoard Member
2002 - 2003
State Bar of California, Taxation SectionChair, Tax Exempt Committee
2016
LL.M - Master of Laws
2008
Executive Certificate in Leadership and Management
1999
LL.M - Master of Laws
1997
Law
1993
BA - Bachelor of Arts
2015
2015
2013
2012
Local Planned Giving Success Stories
2011
2010
2009
Estate Planning In A Volatile Economy
2005
Gift Planning For Your Financial Health
2005
The Smart Get Richer: How to Retire Early Instead of Broke
2002
Alternatives for Altruism
2002
Securing your financial future
1999
English
Legal Answers
I want to be removed as an beneficiary in a living trust. How do go about doing this before the living trust has been read?
16 Jul 2014
Can you use portability with an A B Trust?
23 Feb 2012