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Daniel M. Maloney

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As a Senior Practice Manager for Wiggin and Dana LLP, Dan’s main responsibility is to de-lawyer administrative tasks within the Private Client Services Department, thereby increasing efficiency and boosting productivity. Based out of the firm’s NYC office, Dan works closely with attorneys and key administrative teams across the firm to ensure the delivery of exceptional client services. His responsibilities include recommending process improvements to enhance efficiencies, managing the department’s work allocation and career development, and ensuring overall client satisfaction.

With a background in estate planning and probate administration, Dan brings profound expertise to the department's practices, clients, and capabilities. Additionally, Dan collaborates with the Marketing team to identify new business opportunities, creating compelling content that drives the department’s business development initiatives. His strategic oversight and dedication are integral to advancing the department’s goals and maintaining the highest standards of client service.

Dan is also a Co-Chair of the firm’s DRIVE Pride ERG and an active member in other diversity, equity, and inclusion (DEI) activities at the firm.

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In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of “Will Power,” an automation bot designed to streamline the drafting process from preparation of documents to task tracking and data collection. An example of robotic process automation, this innovative tool significantly…

In this episode, Host Michael Clear is joined by a special guest, Senior Practice Manager Dan Maloney, who shares how his unique role helps shape client experience, team culture and business development at Wiggin and Dana. From onboarding and retention efforts to leveraging technology, like automation bots and project management software, and exploring creative marketing…

Navigating the emotional and logistical complexities of administering a loved one’s estate after their death can be difficult. The additional burden of having to decide what to do with all of their stuff (also known as tangible property) highlights the critical role of effective estate planning. The clarity and directives provided by a well-structured estate…

Despite recent legislative advancements, including the 2015 historic Supreme Court decision in Obergefell v. Hodges to make same-sex marriage legal in all 50 states, lesbian, gay, bisexual, transgender and queer (LGBTQ+) individuals and their families still face unique challenges when ensuring their intentions and directives are respected and met, particularly after their death. Whether you…

Modern families are complex and can consist of unmarried couples, married same-sex couples or couples in second marriages. These families may encounter unique estate planning challenges and may not always enjoy the same legal advantages, spousal rights, and tax benefits as others. For instance, couples who do not take the formal step of marriage under…