45 Client Reviews
Showing 31 - 35 of 45 reviews
Posted by Dennis | February 07, 2018 | Hired Attorney
Estate Planning review and update
Matt helped us update our Estate planning documents. I feel he answered all questions properly. I was aware of most changes. He seemed to coordinate with what I knew about the process. He was able to create documents that I could distribute by email. I feel that was a great benefit.
Dennis, thank you for taking time out of your day to share your review! I always like to offer clients electronic versions of their documents in addition to the paper version, so that clients can store them easily and send them to trusted family members. Please let me know if there is anything else I can do to help. -Matt
Posted by Teresa | January 19, 2018 | Hired Attorney
Estate planning recommendation
I met Matt at a free estate planning seminar and took advantage of a subsequent free consultation that was offere. Although I already had a will, it was nearly 20 years old and needed updating. At the consultation, we discussed my current situation and what I wished to do with my estate. Matt was ...
Good morning Teresa, I'm so glad you could attend my estate planning workshop, and I'm thrilled that you are very happy with the estate planning services I could provide for you. Let me know if there is anything you need in the future. I'm always happy to help. -Matt
Posted by Jennifer | January 19, 2018 | Hired Attorney
Estate Planning & Special Needs Trust Revision
We had received a letter 6 months ago from Matt introducing himself and proposing we come in for a review of our current Estate, as he would be taking over our plan. We met with Matt to discuss our intentions and revisions from our plan that was done 9 years ago. Matt was professional, personable an ...
Hi Jennifer, thank you for your wonderful review. I appreciate you taking the time to share your experience working with me. My goal is for every client to fully understand and appreciate their planning documents. I'm glad your daughter was part of the process too. -Matt
Posted by Andy | January 02, 2018 | Hired Attorney
Initial Estate Planning
Matt is friendly, patient and pleasant to work with. He is good at making complicated legal concepts more clear and understandable to those less familiar, including the use of visuals. When we worked with Matt, he explained all of our options and the trade-offs without trying to steer us toward the...
Posted by Elle | December 22, 2017 | Hired Attorney
Excellent Lawyer for Will or Trust
Matt Underwood exceeded our expectations. He took the time to get to know us so he could provide advice for our situation, and he explained everything in an easy to understand way. He is very knowledgeable, and we appreciated him taking the time to answer all of our questions. Matt was also very resp...