Joseph Barrett Mathis

Joseph guided us on updating our will. He provided valuable input on how we structured the trust. He explained the different scenarios that we might encounter and the different types of trusts. He gave suggestions on money distribution and how to best protect the money. He was knowledgeable, prof...essional, and friendly.

Not long ago I was trying to navigate through the Medicaid process on behalf of my mother. This was a daunting task, and I needed expert help. Joe's expertise in elder law put me at ease. He outlined the process beginning with the collection of documents, assisted me with the multi page application... and streamlined communication with the county caseworker. I am grateful for Joe's expert advice and assistance in this very complicated process.

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!

Joe helped my husband and me with updating our Wills. Since we procrastinated doing this for so long and then needed it asap, Joe was able to get the needed paperwork completed so quickly. He was very thorough and extremely professional with his inquiry to match our wants to our needs and then sug...gested other pertinent information that we didn't even think of especially with regards to our minor children. Additionally he suggested that our adult child also set up their own legal documents which put our minds at ease. I appreciated how much detail he placed on making sure all of our bases were covered.