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Matthew Underwood

Estate planning Attorney at Monona, WI

5.0   43 reviews
  • Licensed for 11 years
    State WI
    Acquired 2012
    Status
    Good Standing No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Matthew

Learn Matthew’s areas of practice.

Attorney Matthew Underwood is an estate planning and business attorney at Underwood Legal, LLC. Matt helps families, individuals, and businesses take hold of their future with customized planning and advice. Matt’s goal is to empower you to understand your planning decisions so you can take ownership of your plan and proceed in life with feelings of comfort and accomplishment.

Who Matt Helps

Whether you are planning for your personal, family, or business future, Matt seeks to understand you and your situation, to build a meaningful relationship with you, and ultimately gain your trust.

  • Individuals and Families. Matt enjoys helping families and individuals protect their life savings and legacy from probate, estate taxes, and long-term care costs. He helps parents provide for and protect minor children or children with special needs. Matt also helps clients take control of their future by establishing health care directives and financial powers of attorney.
  • Business Owners. Matt helps business owners establish a strong legal foundation on which to grow and thrive. Some examples of Matt’s business work include establishing legal entities such as LLCs and Corporations, reviewing and drafting contracts, and developing succession plans.

Matt in the Greater Dane County Community

Matt takes his leadership and planning out into the community. Matt is a Director with the Ice Age Trail Alliance, a non-profit whose mission is to support and protect a thousand-mile hiking trail across Wisconsin. He is also the vice chair of the Madison Chamber of Commerce Ambassadors group, a member of the Middleton Chamber of Commerce, and serves as a mentor through the Rubin for Kids program.

On a Personal Note

Matt lives on the east side of Madison with his wife, Chong Lor. Matt and Chong enjoy visiting National Parks, hiking and generally experiencing the great outdoors.

Location

Underwood Legal, LLC
6041 Monona Drive, Suite 101
Monona, WI, 53716

Estate Planning lawyers nearby

Reviews

5.0 / 5.0
  43 customer reviews
5 Star
 
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Posted by anonymous | April 6, 2024
This review is from a person who hired this attorney.
| Hired Attorney
A pleasant and easy experience. Very professional.
Matt was very helpful throughout the estate planning process. He took time to answer all our questions and concerns. Made it a very efficient and easy process for us.
Posted by Brian | March 27, 2024
This review is from a person who hired this attorney.
| Hired Attorney
Great Experience with Underwood Legal!
Matt and his team were very easy to work with. Very professional and knowledgeable. He addressed all of my needs and made sure what we were doing fit all of my needs. I would certainly recommend Matt and his practice!
Posted by Vanessa | January 15, 2024
This review is from a person who hired this attorney.
| Hired Attorney
Great Experience With Matt and Underwood Legal!
We are so happy with our experience at Underwood Legal! The team at Underwood Legal walked us through the entire process of setting up a trust, clearly outlined all the options, and made us feel really comfortable throughout. It was a fast and smooth process, and we felt well-supported the entire time. As a gay couple, we sometimes feel nervous about how we will be treated when we seek legal and professional services, but Underwood Legal always treated us with respect and like any other folks. We are in our early 40s, and received advice to find someone younger to work with so we would have continuity over time. We look forward to working with the Underwood Legal Team as we age.
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Posted by Cynthia Morel | June 9, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Fantastic Service
Our experience with Underwood Legal (Matthew) was exceptional. Matthew made us feel relaxed and welcomed. He explained each and every step along the way in easy to understand language. I would highly recommend Underwood Legal to everyone especially to individuals looking into to new to the process of setting up a will.
Posted by anonymous | May 4, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Highly Recommend
Great overall experience - would highly recommend to anyone in need of estate planning legal services.
Posted by Jason | June 19, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Highly Recommend Matt with Underwood Legal
We recently worked with Matt completing our family's estate plan. For years we had 'gum' filling the hole in our boat. We knew this gum needed to be replaced, so this year Matt helped us put an amazing plan in place. Matt took the time to really listen to our needs and objectives. We felt he truly understood us and what is important to our family. We went through several rounds of revisions, updates and edits before everything was exactly in alignment with our vision. Matt does a great job explaining complex concepts in simple, easy to understand language. He uses visuals to help 'connect the dots'. We felt we received an extremely good value for the costs. We sleep well at night now after going through Matt's process. Our family highly recommends Matt and his team. They've helped us with not only our estate plan, but also reviewing business contracts. They'll be our first call anytime we need legal advice or expertise!
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Posted by Mary J. | May 2, 2022
This review is from a person who hired this attorney.
| Hired Attorney
We highly recommend Underwood Legal
We highly recommend Underwood Legal for anyone who is contemplating doing a trust or will. Matthew was very detailed during the entire process and made sure we understood everything in every possible scenario of, "What if?" Prior to working with Underwood Legal, I thought I could pull of a document on-line, fill it out, have it notarized and we'd be good to go. WRONG! Matthew and his wife made sure all of our I's were dotted and our T's were crossed. We have total peace of mind.Thank you!
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Posted by anonymous | March 8, 2022
This review is from a person who hired this attorney.
| Hired Attorney
An excellent business to work with
The Underwood office assisted our family with our estate planning. Matt Underwood is very thorough and personable. He gave us the time that we needed in order to understand the details of all of the paperwork. He is not only very knowledgeable about estate planning but also just a nice person.
Posted by Lisa | February 2, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Excellent communicator and no loose ends
I would highly recommend Attorney Matt Underwood. We went to him in a distressed time for my family. He helped us settle my father's estate and handled my mother's real estate. Matt had excellent communication. Our case took almost a year, and he kept us updated from start to finish. He promptly responded to any questions I had. He made sure there were no loose ends. He was empathic, knowledgeable, and professional. We truly appreciate his assistance. Thank you, Matt!
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Posted by Michael | December 6, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Estate Planning
Matt Underwood at Underwood legal did a great job with my estate planning. Matt listens and makes recommendations based on his knowledge and experience. He was very efficient and I valued his service very much. There is a LOT more to estate planning than I ever realized - and my estate is pretty simple. Book an appointment with Matt - you won’t be sorry!
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Posted by Daniel | October 22, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Experience - I Recommend Underwood Legal, LLC
I had an excellent experience while working on an estate matter with Underwood Legal, LLC and with Matthew himself. Matthew and his staff was empathetic and friendly to me all the time and treated me as an individual by taking the time to listen to me and by addressing and validating my concerns. Everything about this case was handled in a professional manner and Matthew was receptive to constructive feedback from me so that he could give me the best experience possible. Matthew charged me very reasonable rates for the work that he did. He also worked with me as I faced personal financial difficulties. I could tell by talking to him that he puts in a lot of time, effort and passion into his work. He also clearly demonstrted his knowledge and confidence in friendly ways. Matthew also was very responsive to my emails, text messages, phone calls and zoom meetings. The longest that I had to wait for him to get back to me was one business day. Matthew was supportive of me from the very beginning before he had me as a client until past the time that the case was closed. I definitely recommend Underwood Legal, LLC and Matthew Underwood as I had excellent experiences. I am satisfied to the point where I will return to him and his firm if I need any more assistance in these sort of matters.
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Posted by Janice | May 28, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Did a TOD document for legal filing
Seemed very professional and knew exactly what we wanted being a couple that are unmarried with a condo as tenants in common leaving our particular children with the appropriate assets upon the death of one of us avoiding probate.
Posted by Heidie | December 3, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Supportive & knowledgeable
Very easy to work with & communicate with. Made a difficult experience smooth & enjoyable. He is able to explain things clearly & has a very kind demeanor. I highly recommend him and feel his services are a good value.
Posted by Meghan | July 14, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Amazing and helpful lawyer
Matt and Chong were incredible in helping us with our estate planning. They were kind, intelligent and helpful. They went above and beyond what I ever would have expected, especially during a pandemic. We would be more than happy to work with them again and recommend them to everyone.
Posted by Anna and Matt | July 12, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Review
Working with Matt and Chong to create our trust was a delightful experience and we would highly recommend their services! They went above and beyond in considering all aspects of estate planning, helping us coordinate transitions with our various financial providers, and listening carefully to provide us with thoughtful recommendations in line with our hopes and dreams for the future. Thank you Matt and Chong for turning a somewhat dreaded task into a surprisingly pleasant experience and greater peace of mind!
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Posted by anonymous | June 27, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Good Estate Planning Feedback
My husband and I enjoyed working with Attorney Underwood to have our Estate Planning done. He was professional: listened to our specific requests, explained clearly any questions we had and he made suggestions when we needed him to. He was very organized: phone call was on time, emails were returned in an impressive time and meeting reminders were sent a day or two in advance. At appointments his table had hand sanitizer, pen for each client and even a notepad was available. At the signing, he explained each section slowly and clearly. It was a good experience for my husband and I working with Attorney Underwood. We highly recommend him to anyone who needs a lawyer within his scope of practice.
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Posted by Houa | May 22, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional service and expertise
It’s so hard to know where to even begin but I’ll keep it as simple as I can. Saying thank you to Matt and Chong doesn’t even it. I remember reaching out to Matt thinking it’d be something pretty simple as both parties originally agreed only for it to drag on for almost 2 years. The whole time Matt kept in contact, he was always professional even when my emotions got the best of me (and it happened often). He really listened to me and understood what I was going through. He was very knowledgeable not only about the law but also about the Hmong culture. There was never a time that I felt like I didn’t know what was going on or what the next steps were. I can’t say it enough, please protect yourself and your loved ones when it comes to estate planning and putting wills in place. If you haven’t done that yet and needing an attorney, please go and see Matt at Underwood Legal, LLC. He and Chong truly care about their clients and doing what’s best for them. Matt and Chong, THANK YOU again. Because of youguys, we can finally breath and move on with our lives.
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Response from Matthew Underwood May 28, 2020
Thank you for your kind review, Houa! We are so happy that we were able to resolve the estate planning issues you were dealing with. We always strive to give the best legal representation to our clients. Though we met during unfortunate circumstances, it has been great getting to know you over these two years and we wish you all the best.
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Posted by Colleen | May 19, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Amazing service! Extremely impressed!
Absolutely satisfied and impressed with the high level of professional service I have received from Matthew Underwood! My mother passed away almost two years ago now and he helped me handle her estate and was always communicative and on top of things. Would absolutely hire Underwood Legal again in the future and I recommend them to all! Thank you so very much!
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Response from Matthew Underwood May 21, 2020
Thank you for your review, Colleen! We are happy that all estate and probate issues have been resolved and that you can move forward from handling your late mother's estate. We wish you well and are always here to help you with anything else you may need help with.
Posted by anonymous | May 7, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Professional, Focused, and Reliable
Matt was hired to assist in obtaining documents regarding estate probate. For the two years prior, the personal representative refused to send requested information. Matt helped obtain records and reviewed them with me. He was always punctual, professional, civil, and courteous, even when others were not. He stayed focused on facts and next steps, did not engage in petty or divisiveness, then lived up to his word and conferenced in other professionals as needed. Recommended for these reasons, and for his intelligence, knowledge, skillful writing and pleasant personality.
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Posted by Liz | April 2, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning At It's Best
We met Matthew when he gave a seminar on estate planning. The information he provided and questions he answered made us want to contact him again. Our goal was to have a plan in place so our 2 adult daughter's knew our wishes. Matthew made that happen. He was easy to talk to and responded in a very timely manner. He did an excellent job of answering any and all questions to make sure we understood our options. We were very happy with the end result. Matthew and Chong Lor have put together a very nice welcoming and charming atmosphere at their new office. It was very calming and relaxing at every visit. We would not hesitate to recommend their services to family and friends.
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Cost

Rates
  • Free Consultation 120 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.6 (Superb)

Work Experience

  • Associate Attorney
  • Wilson Law Group, LLC
  • 2016 - Present
  • Attorney
  • Institute For Indian Estate Planning & Probate
  • 2012 - 2012
  • Attorney
  • Underwood Legal, LLC
  • 2012 - 2016
  • Judicial Law Clerk
  • Dane County Circuit Court
  • 2011 - 2011
  • Law Clerk
  • Schwab Legal Group, LLC
  • 2010 - 2010
View all work experience

Education

  • University of Wisconsin Law School
  • JD - Juris Doctor
  • 2012
  • University of Wisconsin, Madison
  • BS - Bachelor of Science
  • 2008

Sample of Legal Cases

  • Estate Planning for Firearms Collection
  • Gun Trust
  • In the Estate of [Redacted}
  • Successfully negotiated debt load to 1/3 of the original value.
  • Protect Minor Children
  • Will with Testamentary Trusts and Child Care Exhibit

Associations

  • Ice Age Trail Alliance Endowment Committee
  • Chair
  • 2018 - Present
  • Greater Madison Chamber of Commerce
  • Ambassador
  • 2017 - Present
  • Ice Age Trail Alliance
  • Director
  • 2017 - Present
  • ElderCounsel
  • Member
  • 2016 - Present
  • WealthCounsel LLC
  • Member
  • 2016 - Present
  • Madison Estate Council
  • Member
  • 2016 - Present
  • State Bar of Wisconsin, Real Property, Probate and Trust Law Section
  • Member
  • 2016 - Present
  • Wisconsin Council of Estate Planning Attorneys
  • Member
  • 2016 - Present
  • State Bar of Wisconsin
  • Member
  • 2012 - Present
  • Dane County Bar Association
  • Member
  • 2012 - Present
  • U.S. District Court Western District of Wisconsin
  • Member
  • 2012 - Present
View all associations

Languages Spoken

  • English
  • Hmong

Honors and Awards

  • Client's Choice Award
  • Avvo
  • 2018
  • Top Contributor Award
  • Avvo
  • 2015

Publications

Speaking Engagements

  • Small Employer Presentation - Whitehall, WI
  • Unemployment Insurance Taxation
  • 2014
  • Small Employer Presentation - West Bend, WI
  • Unemployment Insurance Taxation
  • 2014
View all speaking engagements

Attorney endorsements

Received (14)
Given (13)
Endorse Matthew
Estate planning Attorney | Oct 23
Relationship: Fellow lawyer in community
"I've known Matthew for several years. He is a friendly and personable lawyer, and I would recommend him if your family is looking for an estate planning attorney that goes above and beyond."
Trusts Attorney | Dec 02
Relationship: Fellow lawyer in community
"Attorney Underwood is bright, engaging, diligent and friendly. I enjoy discussing the latest estate planning and asset protection techniques with Matthew when attending continuing legal education seminars together. I appreciate his commitment to continuing education and client education through his practice."
Estate planning Attorney | Jun 12
Relationship: Fellow lawyer in community
"I have had many interactions with Matt on a personal and professional level and I endorse his work as an attorney. Matt is a very motivated and involved individual who puts a great amount of thought and care into the work he does for his clients. I frequently refer my wills, trusts, and estates clients to him."
Estate planning Attorney | Jun 11
Relationship: Fellow lawyer in community
"Attorney Underwood is a skilled and attorney who works hard for his clients. Matt is always keeping up to date on the latest changes in the law, and I have no doubt he provides high quality services to all of his clients."
Trusts Attorney | May 16
Relationship: Worked together on matter
"I worked with Matthew on a Trust Administration matter. Matthew was great at communicating both with me and our respective client. I found him responsive to my emails and phone calls. Our client was thrilled with the outcome of the Trust matter."
Estate planning Attorney | Sep 28
Relationship: Co-worker
"I have worked with Matt and witnessed his calm demeanor and caring attitude toward his clients. This approach truly resonates with clients and reinforces his character, skill and trustworthiness."
Estate planning Attorney | Sep 27
Relationship: Worked together on matter
"I endorse this lawyer. Matt is a consummate professional who cares about his clients and their needs. I have witnessed Matt's interactions with those who have sought out his advice and how he counsels them. He is an excellent attorney."
Unknown Attorney | Nov 19
Relationship: Worked together on matter
"Matt is a smart, capable lawyer, with a track record of getting results. Matt has a very good sense for estate planning issues. He knows how to deal with the law and make it work for his clients. Matt is a very good choice when you are looking for an attorney. He is a diligent communicator, and takes the time to investigate client matters inside and out to ensure clients get what they need."
Estate planning Attorney | Oct 27
Relationship: Fellow lawyer in community
"Attorney Underwood is a great attorney who really knows his stuff when it comes to estate planning. He also is very committed to helping his clients the best he can."
Unknown Attorney | Aug 01
Relationship: Co-worker
"Matt is smart, diligent and hardworking. I endorse him."
Estate planning Attorney | Jun 26
Relationship: Fellow lawyer in community
"Matt is a conscientious and diligent attorney who brings considerable talent to bear for his clients at one of the most important time of their lives. He is a credit to legal profession and I am proud to endorse him."
Estate planning Attorney | Jun 18
Relationship: Fellow lawyer in community
"I appreciate Mr. Underwood's thoughtful and thorough responses in this online community, particularly in the estate planning field. He is an asset to the legal community."
Estate planning Attorney | Jun 17
Relationship: Worked together on matter
"I endorse Matt for estate planning matters and for all general practice legal work. He is as smart as any attorney I've met, and anyone would be lucky to have him as their attorney."
Estate planning Attorney | Apr 15
Relationship: Fellow lawyer in community
"I endorse this lawyer."
View more endorsements
Divorce and separation
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Monona Estate planning Lawyer Matthew Underwood
Matthew Underwood
Estate planning Attorney
Monona, WI
Licensed for 11 years
Free Consultation