Joseph Barrett Mathis

If you are in search of an ‘exceptional' Estate Planning attorney, go no further, as Mr. Joseph Mathis Esq. will provide you with professional service you will not regret. We had interviewed a few other very well respected local Estate Planning attorneys, but our decision to select Mr. Joseph Math...is Esq. is one we will never regret, and you will not either. From the first time we met and Mr. Mathis Esq. he projected a friendly level of confidence that instantly resonated a positive comfortable feeling with myself and my wife. Mr. Mathis Esq. approaches each task with utmost professionalism; listens to every concern and provides recommendations based on his broad experience in Estate Planning. Mr. Mathis Esq. will present and clearly guide you through the various steps of each Estate Planning processes for your personal needs, providing the ‘pro & cons' to each process; furthermore, Mr. Mathis Esq. will ensure you are not rushed into making the best and right decision for you. For us, working and creating our Estate Planning documents with Mr. Joseph Mathis Esq, was truly a wonderful and memorable experience.

When my mom died suddenly, Joe was incredibly helpful and professional in helping my sister and I through all the intricacies of mom's estate. We had a conflict with her negligent accountant and he really went to bat in helping us navigate a tough situation. He knows the law and yet is also kind and ...personable. I highly recommend Joe Mathis!

While many attorneys state that they are qualified to prepare estate documents, not every attorney has the in-depth training in estate law and taxation nor the breadth of experience necessary to manage an estate account successfully. My husband and I had been referred to Joe Mathis through TIAA, an ...institutional investment company specializing in educational accounts. We knew from the beginning that this top tier organization had done its due diligence in recommending Offit-Kurman. What we didn’t realize was how knowledgeable and adept Joe Mathis would be in understanding our estate needs, analyzing them in consideration of estate and tax law, and suggesting best-fit alternatives. Moreover, Joe’s broad-based experience in working with clients with a diverse asset base has been instrumental in his helping us tackle challenges in family property management that other attorneys could not readily address. We would be happy to recommend Joe to anyone in need of estate planning services and in fact have already referred another member of our extended family to him.

Joe handled our father’s estate. We found Joe to be very knowledgeable, professional, and very accommodating. Having come from a very large family with many personalities involved, with the Joe’s guidance and suggestions we were able to distribute my mom and dad’s estate in a very timely and unconfr...ontatioal way. I, being the designated trustee, was so impressed with Joe that my wife and I six months later called upon Joe to rewrite our own family will. Without any hesitation or corcerns I would certainly recommend Joe Mathis to my family and friends. or concerns

Joe Mathis worked with my Mom and I on a couple of things regarding estate planning and I can't say enough good things about him. Joe is very professional and so easy to talk to and he takes the time to explain everything in detail regarding the law. It was such a pleasure to work with him. I wou...ld highly recommend Joe if you have any estate planning needs.