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Matthew Underwood

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Avvo Rating9.6
  • Monona, WI
  • Licensed for 8 years
  • Free consultation
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About Matthew

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.

Practice areas

OtherTrustsProbateEstate planningBusiness
  1. Business: 20%

  2. Estate planning: 20%

    9 years

  3. Probate: 20%

    9 years

  4. Trusts: 20%

    9 years

  1. Elder law: 20%

Languages spoken

English, Hmong

Contact

6041 Monona Drive, Suite 101
address map

Underwood Legal, LLC

6041 Monona Drive, Suite 101
Monona, WI, 53716

Resume

License
StateStatusAcquiredUpdated
WIGood Standing201211/17/2020
We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal answers105
Legal guides0
Awards
Award nameGrantorDate granted
Client's Choice AwardAvvo2018
Top Contributor AwardAvvo2015
Work Experience
TitleCompany nameDuration
Associate AttorneyWilson Law Group, LLC2016 - Present
AttorneyInstitute For Indian Estate Planning & Probate2012 - 2012
AttorneyUnderwood Legal, LLC2012 - 2016
Judicial Law ClerkDane County Circuit Court2011 - 2011
Law ClerkSchwab Legal Group, LLC2010 - 2010
Associations
Association namePosition nameDuration
Ice Age Trail Alliance Endowment CommitteeChair2018 - Present
Greater Madison Chamber of CommerceAmbassador2017 - Present
Ice Age Trail AllianceDirector2017 - Present
ElderCounselMember2016 - Present
WealthCounsel LLCMember2016 - Present
Madison Estate CouncilMember2016 - Present
State Bar of Wisconsin, Real Property, Probate and Trust Law SectionMember2016 - Present
Wisconsin Council of Estate Planning AttorneysMember2016 - Present
State Bar of WisconsinMember2012 - Present
Dane County Bar AssociationMember2012 - Present
U.S. District Court Western District of WisconsinMember2012 - Present
Publications
Publication nameTitleDate
Worth KnowingTop 5 Ways to Protect Your Children With a Trust2016
Education
School nameDegreeGraduated
University of Wisconsin Law SchoolJD - Juris Doctor2012
University of Wisconsin, MadisonBS - Bachelor of Science2008
Speaking Engagements
Conference nameTitleDate
RWay Educational SymposiumTrust Funding2017
RWay Educational SymposiumTrustee Training2017
Wilson Law Group Public Seminar SeriesEstate Planning 1012017
Navigating Your Farm's FutureEstate & Farm Succession Planning2017
Small Employer Presentation - Whitehall, WIUnemployment Insurance Taxation2014
26th Biennial Wisconsin Apprenticeship ConferenceUnemployment Insurance Best Practices2014
Small Employer Presentation - West Bend, WIUnemployment Insurance Taxation2014
Legal cases
Case nameOutcome
Estate Planning for Firearms CollectionGun Trust
In the Estate of [Redacted}Successfully negotiated debt load to 1/3 of the original value.
Protect Minor ChildrenWill with Testamentary Trusts and Child Care Exhibit

Reviews

(31)
5 Star
97%
4 Star
3%
3 Star
0%
2 Star
0%
1 Star
0%
Review Matthew Underwood

Supportive & knowledgeable

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Amazing and helpful lawyer

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Review

Posted by

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!
This review is from a person who hired this attorney.
Hired attorney

Good Estate Planning Feedback

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Exceptional service and expertise

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney
Matthew Underwood's response: 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.

Amazing service! Extremely impressed!

Posted by

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!
This review is from a person who hired this attorney.
Hired attorney
Matthew Underwood's response: 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.

Professional, Focused, and Reliable

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

Estate Planning At It's Best

Posted by

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.
This review is from a person who hired this attorney.
Hired attorney

wonderfull to work with

Posted by

I met Matthew before he hung his own shingle and found his work so thorough and complete I followed him to have him do a trust for myself. He and his wife are so pleasant to work with, you have complete confidence in the work they do. To top of the excellent work they do they help in everyway possible.
This review is from a person who hired this attorney.
Hired attorney
Matthew Underwood's response: Thank you for taking the time to write a review, Mark! We strive to make sure every client has a very positive experience working with us. We are glad we could help you put together custom estate planning that fits your unique situation. If there is anything else we can do to assist in the future, please let us know.

Matt Underwood Review

Posted by

I am delighted to contribute a review of my recent interaction with Matt Underwood. I mistakenly thought my estate plan was in order and just needed a few "tweaks" but, having now completed a review and restatement of all relevant documents with Matt, I fully realize the benefit of having a more comprehensive and cohesive plan. Throughout the process, Matt displayed his knowledge and professionalism. He patiently explained everything, listened to my concerns, responded promptly when I had more questions, willingly made requested changes and interacted with my financial advisers when necessary. At the conclusion of this new plan creation, he provided me with an estate plan binder, meticulously organized and containing every legal document needed to be prepared for every contingency. I highly recommend Matt and have already done so to several friends who, like most of us, tend to procrastinate about such things! I am confident that, should you decide to work with Matt, you will not be disappointed, and you will find comfort in knowing that your wishes have been clearly documented and you're ready for anything!
This review is from a person who hired this attorney.
Hired attorney
Matthew Underwood's response: Thank you for taking the time to share your experience ! We work hard to meet expectations like yours, and we’re happy to hear we hit the mark for you. We look forward to working with you again in the future!
See all reviews

Attorney endorsements

(14)
Are you an attorney? Endorse this lawyer

Stefanie Trinkl, Estate planning Attorney on Oct 23, 2020
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.

Thomas Burton, Trusts Attorney on Dec 2, 2019
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.

Annabelle Vang, Estate planning Attorney on Jun 12, 2018
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.

Jennifer Schank, Estate planning Attorney on Jun 11, 2018
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.

Chris Tymchuck, Trusts Attorney on May 16, 2018
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.

John Haslam, Estate planning Attorney on Sep 28, 2016
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.

Daniel Purtell, Estate planning Attorney on Sep 27, 2016
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.

Ryan Seib

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.

Trevor Pedersen, Estate planning Attorney on Oct 27, 2015
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.

Andrew Rubsam

Matt is smart, diligent and hardworking. I endorse him.

Michael Potter, Estate planning Attorney on Jun 26, 2015
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.

W. Melling, Estate planning Attorney on Jun 18, 2015
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.

Paul King, Estate planning Attorney on Jun 17, 2015
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.

Tara Adolph, Estate planning Attorney on Apr 15, 2015
Relationship: Fellow lawyer in community

I endorse this lawyer.

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