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Daniel Weiner

Estate planning Attorney at San Diego, CA

5.0   9 reviews
  • Licensed for 4 years
    State CA
    Acquired 2018
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Daniel

Learn Daniel’s areas of practice.

Practice areas
  1. Estate planning
    We provide estate planning services, including wills, living trusts, durable powers of attorney and advance healthcare directives.

  2. Business
    Prior to becoming licensed in California, I spent over 10 years working as a lawyer in the UK. I have reviewed business contracts on behalf of a range of companies, from startups to major Fortune 500 companies.

    14 years

I am a US and UK licensed attorney, and the founder of The Law Office of Daniel R. Weiner.  I have been licensed in the UK since 2007 and in California since 2018.  

I provide estate planning services to families and individuals across the entire state of California. My estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. I guide my clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. My practice focuses on family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, I will help you to craft a plan that achieves your goals for your loved ones today and for years to come.

Prior to setting up my firm, I worked at leading international law firms including Orrick, Herrington & Sutcliffe and Freshfields Bruckhaus Deringer for over ten years, mostly in London. During that time I provided legal counsel to renowned clients which included major investment banks and Fortune 500 companies. I advised on groundbreaking cryptocurrency transactions and my work in this area was published in a major international publication, International Financial Law Review, in 2018. I have  chosen to transition away from bank regulatory work and concentrate on the Trusts and Estates area because I am passionate about helping families create happy and secure futures. I  obtained my law degree from The University of Birmingham in the UK and my master of laws degree (LLM) from Duke Law School.

Contact Daniel

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Daniel Weiner
12707 High Bluff Drive Ste. 125
San Diego, CA, 92130


5.0 / 5.0
  9 customer reviews
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Posted by Scott | October 5, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional Service
The whole team at Weiner Law provided us with exceptional service throughout the process of setting up our trust, power of attorney, healthcare directives and property transfer. They answered all of our questions, were patient with us while we took time to make key decisions, provided us timely responses to our follow up questions and walked us through the entire process. Everyone was kind and friendly while also conscious and respectful of our time during this process. Daniel Weiner put together an excellent team of professionals dedicated to providing the legal products we needed in the most pleasant and efficient manner possible. Thank you Daniel, Miriam, Dana and team for everything.
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Posted by Jeff | March 31, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Comforting, professional, and high end service
Daniel helped us update our wills, healthcare directives, and set up three separate trusts. He was very easy to talk to, explained things in an understandable manner and both he and Miriam provided top notch service with quick responses and clear communication. I highly recommend.
Posted by Barbara | February 18, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Amazing and personable!
Amazing and personable! Dan helped us with our trust and will. He made it simple, understandable and answered every silly question that we had. Dan is amazing!
Posted by Bob | October 23, 2019
This review is from a person who hired this attorney.
| Hired Attorney
It was time to set-up a Living Trust
I have been planning to set-up a Living Trust for a few years. I finally knew it was time to initiate the process to protect my wife and children, but did not know who to use or where to go to accomplish this. I began searching for a local attorney. I have never been part of any litigation or needed an attorney before. My first couple attempts found me telling myself that i will get back to the search later or ask a friend for a referral. I finally came across Dan Weiner in one my attempts to search and find the right attorney. What initially stood out was his education and Duke University. I have a lot of respect for Duke and my daughter visited Duke and almost went there. I called Dan and set-up a meeting to meet with my wife and me. We both were very impressed with his knowledge and preparation for the initial meeting. We also were impressed with his advice and warmth during this initial meeting. Dan had sent me a template so we had an accurate picture of where we were and our goals for this initial meeting. Dan gave us the advice on the specifics, and explained the intricacies of setting up the proper Living Trust and structure. Three weeks later Dan came to our house with a notary to finalize the Living Trust. My wife and I feel very lucky to have found Dan and quite honestly could not have found a better person and attorney to guide us through the process. So much so that I decided to share my experience and write a review. First ever. I would encourage you to begin the process if you are like me and know that you need to set up a Living Trust to protect your family. I highly recommend Dan and feel like I have a new friend and attorney.
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Posted by Shekhar | August 12, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Efficient, Empathic, Professional and Personable
Dan did a great job for us wrt our Will and Trust. This was an update on previous document - Dan was able to review what we had done before and upgrade that with many relevant suggestions -- all of which we incorporated in the final document. Dan took the effort to meet us in advance, understand our specific needs, and customize the documents to reflect our very unique circumstances. While we were able to get all the work done by phone/email, for the final signing, he very conveniently visited us at home with a notary -- so we did not even have to step out of our home to get all the work done. We recommend him without any hesitation and will use him again in the future.
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Posted by James | March 21, 2019
This review is from a person who hired this attorney.
| Hired Attorney
General Counsel and Director, IDT Financial Services Limited
I had the pleasure of working with Dan, in my capacity as General Counsel at IDT. He became our go-to lawyer for our commercial work, in particular, partnership agreements in the financial services space. He has a very strong knowledge of the law, coupled with an intuitive business sense - this allows him to help clients get the deal done - focusing on the most important issues at hand.
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Posted by Hasan | March 18, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Client-Centric Counsel
I have had the pleasure of working with Dan on a few projects and he has lawyers provided great pragmatic and valuable advice. Highly recommended.
Posted by Joanne | March 14, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Highly Professional
I have had the pleasure of knowing Dan for the past 5 years and can say that he is extremely professional and respectful in his work, and he demonstrates his compassion and loyalty by taking the time to understand his clients on a personal level. Dan is highly effective and efficient in his communications, always responding in a timely manner and is proficient in drawing up a number of reasonable conclusions to given scenarios and then delivering decisive judgement calls.
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Posted by anonymous | March 12, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Very positive experience
Solid support in a complex transaction. Reliable feedback and always understanding the client's needs
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  • Free Consultation 30 minutes
Payment methods
Check, Credit Card


AVVO RATING 8.2 (Excellent)

Work Experience

  • Owner
  • The Law Office of Daniel R. Weiner
  • 2018 - Present
  • Of Counsel
  • Orrick, Herrington, Suitcliffe, LLP
  • 2017 - 2018
  • Senior Associate
  • Reed Smith
  • 2014 - 2017
  • Associate
  • Freshfields Bruckhaus Deringer
  • 2007 - 2014
View all work experience


  • Duke University School of Law
  • LL.M - Master of Laws
  • 2005
  • Birmingham Law School (England)
  • LL.B - Bachelor of Laws
  • 2003

Legal Cases

  • Advised the Bank of England on post financial crisis regulatory measures
  • Advised Fintech startups on legal and regulatory issues, including drafting contractual documentation
  • Advised cryptocurrency issuers on legal and regulatory issues
View all legal cases


  • San Diego Bar Association
  • Member
  • 2019 - Present
  • California Lawyers Association
  • Member
  • 2019 - Present
  • Solicitors Regulation Authority
  • Solicitor of the Senior Courts of England and Wales
  • 2007 - Present


  • LexisNexis publication
  • 12 consumer finance practice notes (co-author)
  • 2018
  • LexisNexis publication
  • 12 consumer finance practice notes (co-author)
  • 2017
  • LexisNexis publication
  • Various consumer finance practice notes
  • 2016
  • LexisNexis publication
  • 12 consumer finance practice notes (co-author)
  • 2016
  • Lexology
  • The Impact of Brexit on Debt Capital Markets (co-author)
  • 2016
  • The International Capital Markets Review
  • Contributor
  • 2015
  • Financier Worldwide Magazine
  • Depositary liability and prime broker segregation (co-author)
  • 2014
View all publications

Speaking Engagements

  • Wills & Trusts 101: Keep Your Family Out of Court & Conflict
  • Estate Planning
  • 2019
  • Guardian Nomination & Estate Planning 101
  • Estate Planning
  • 2019
  • Will & Trusts 101: Keep Your Family Out of Court and Conflict
  • Estate Planning
  • 2019
  • Bank of Cyprus
  • Mortgage regulation: impact of the new mortgage conduct of business rules
  • 2016
  • Bank of Cyprus
  • The new UK Senior Managers Regime: impact on bank directors.
  • 2015
  • Barclays Capital
  • Global Custody: Legal and Regulatory Developments.
  • 2012
View all speaking engagements

Attorney endorsements

Received (1)
Given (0)
Endorse Daniel
Banking Attorney | Mar 11
Relationship: Co-worker
"I endorse this lawyer. Dan is high integrity and highly intelligent and he will work hard to remedy a client's issues."
This attorney hasn't created any attorney endorsements recently on Avvo.