Estate Planning to Protect What You Love

Excellent outcomes, great listeners, and a genuine commitment to meet their client's specific needs.

My wife and I had the pleasure of working with Matthew in "putting our affairs in our". In my initial meeting with Matthew I found him to be professional, personable and helpful -- just the sort of person one needs in attacking such an important matter. Once we agreed to work with him I was amazed at how his team jumped into action - we had several people working with us to address our needs and help us with the documents, but Matthew was never far away and everyone on the team was kind and professional. We are very pleased and I love the peace of mind knowing that we have this in place.

We used Matt and team to create our family Trust/Will and enjoyed Matt's professionalism direction on reaching our long term family goals.
He listened to our specific needs and made adjustments based on our great discussions. He really went the extra mile by spending additional time updating us on potential impact on the new California housing laws as well as planning for our disabled son. Thanks Matt!