Stephen Mark Wood

PRO

Stephen Mark Wood

4.9
Rating: 9.1

Licensed for 14 years

Estate planning Lawyer at Newbury Park, CA
Practice Areas: Estate Planning, Probate

3255 Old Conejo Road, Suite 110, Newbury Park, CA

Virtual Consultation Available

About Stephen

Biography

Practice Areas

2

Practice Areas

Estate Planning 90%

Living Trusts, Wills, Durable Financial Powers of Attorney, Advance Health Care Directives, HIPAA Authorizations, Deeds, Special Needs Trusts, Retirement Trusts, Charitable Trusts, Incapacity Planning, After-Death Administration of Trust

90%
Probate 10%

Probate, Trust Administration

10%

Fees and Rates

Cost

Retainer

Sometimes


Payment Methods

  • Cash
  • Check
  • Credit Card

Awards

Client's Choice
Client's Choice
2016

Licenses

Licensed in California for 14 years

State: California

Acquired: 2011

Active

No misconduct found

Location

Wood Law

3255 Old Conejo Road, Suite 110, Newbury Park, CA, 91320

woodtrustlaw.com

Wood Law

1414 S. Miller Street, Santa Maria, CA, 93454

woodtrustlaw.com

Stephen Mark Wood's Reviews

Avvo Review Score

4.9 /5.0

14 Client Reviews

5 star (13) 4 star (1)
3 star (0)
2 star (0)
1 star (0)

Posted by Jo-Anne | November 20, 2024 | Hired Attorney

This review is from a person who hired this attorney.

Stephen Wood, Attorney

Stephen was superb to work with as we redid our Living Trust. I would give him a 10 out of 5. Listened to our needs, gave us thoughts to make it even better and was so caring and patient. I would recommend Stephen to everyone. A man of tremendous integrity who exceeded our expectations each step of... the way. AWESOME!!

Posted by Danielle | August 25, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Estate Plan-Redone without hassle

We consulted with Stephen then hired him to redo our estate plan. Everything was handled over email. Stephen showed up at our home for the signing. Much appreciated. Nice job, nice guy.

Posted by Frances | October 10, 2019 | Hired Attorney

This review is from a person who hired this attorney.

Professional, dependable, thorough.

We stumbled upon Stephen Wood of Wood Law when our father passed away. We had no idea what steps to take in dealing with estate and trust issues, and Stephen was a tremendous help. He made himself available to answer our many (often clueless) questions, and handled everything in a timely and effici...ent manner. Our situation was complicated due to one family member wishing to buy others out on property, and Stephen networked with lenders and title officers to make this confusing process significantly easier. During our initial consult, he told us what these cases usually cost, and he was spot on in his estimate. Invoices were clear and accurate. Finding someone knowledgeable and professional made all the difference to us. We can't recommend him highly enough.

Posted by anonymous | May 21, 2019 | Hired Attorney

This review is from a person who hired this attorney.

Feedback on Stephen Wood, Esq

Stephen is personable, kind, competent, articulate, customer-oriented, and a true professional. He carefully explained each step involved in our request to update our family trust. He is honest, trustworthy, and has his customers' best interests in mind. He provided sound legal, business, and tax... advice when we were uncertain of choices to make because of complex requirements. The finished product we received was high-quality and well-organized. Highly recommended to all.

Posted by John R. | March 13, 2019 | Hired Attorney

This review is from a person who hired this attorney.

Signed sealed and delivered SNT in 1 month. No hassles.

Signed sealed and delivered SNT in 1 month. No hassles. Stephen has kind and understanding disposition.

See All Client Reviews

Stephen Mark Wood's Lawyer Endorsements

Endorse Stephen
Christopher P Young headshot
Christopher Young

Estate planning lawyer | May 03

Relationship: Fellow lawyer in community

"Stephen is both caring about the work he does and knowledgeable in his specialty of estate planning, trust, and probate law. I speak from experience, having studied with Stephen for the certified specialist exam administered by the California Bar in 2015. Not only did Stephen understand complex estate planning concepts, but he was able to explain them in an understandable way...an important skill to have when working with clients. On a personal note, I know Stephen to be a faithful family man of strong character, and I have no hesitation recommending others to him."

Sihwa Sharon Yoon headshot
Sihwa Yoon

Estate planning lawyer | Mar 17

Relationship: Fellow lawyer in community

"I endorse this lawyer. He is very calm, assuring and knowledgeable. He provides peace of mind to his clients. He deeply he cares about his clients."

Lindsey Downey headshot
Lindsey Downey

Estate planning lawyer | Feb 02

Relationship: Fellow lawyer in community

"Stephen Wood is very knowledgeable and truly cares about his clients and helping them find the best solutions for their individual needs. I regularly refer clients to Stephen to assist with Medi-Cal related concerns. All of my referrals have had nothing but great things to say about their experience working with Stephen. I have high expectations of fellow attorneys when referring my own clients to them. Stephen has beyond exceeded my expectations and I am very happy to have met him. I fully trust that my clients are in good hands when sending them to Stephen to help with issues that are beyond the scope of my own practice."

Bradley David Liggett headshot
Bradley Liggett

Estate planning lawyer | Oct 18

Relationship: Fellow lawyer in community

"Stephen is an excellent estate planning and elder law attorney who cares deeply about his clients and their goals. I endorse Stephen without reservation."

Panda Lynn Kroll headshot
Panda Kroll

Business lawyer | Sep 22

Relationship: Supervised lawyer

"Stephen is an ethical, caring attorney who has excellent attention to detail. I hired him on a large project for which he managed a staff of contract attorneys with tact and efficiency. I endorse him without hesitation."

View All Endorsements
Christopher P Young headshot
Christopher Young

Estate planning lawyer

Sihwa Sharon Yoon headshot
Sihwa Yoon

Estate planning lawyer

Lindsey Downey headshot
Lindsey Downey

Family lawyer

Panda Lynn Kroll headshot
Panda Kroll

Litigation lawyer

Bradley David Liggett headshot
Bradley Liggett

Trusts lawyer

Experience

Rating:  9.1 (Superb)

Work Experience

2018 - Present

Owner, Wood Law

2013 - 2018

Attorney, CunninghamLegal

2012 - 2013

Attorney, Collins & Associates, LLC

Associations

2012 - Present

Grey Law

Volunteer Attorney

2011 - Present

J. Reuben Clark Law Society

Co-chair

Education

2011

U of Hawaii William S Richardson SOL

JD - Juris Doctor

2008

Brigham Young University

BA - Bachelor of Arts

Speaking Engagements

2016

Independent Living Centers of Southern California

Alternatives to Conservatorship

2015

NAMI

Special Needs Estate Planning: Who Will Care When I'm Not There?

2015

Lawyers at the Library

Top 10 Estate Planning Mistakes

2015

Lawyers at the Library

8 Medi-Cal Planning Mistakes

Publications

2020

The Conejo Guardian Don't Let Your Trust Go Stale!

2020

The Conejo Guardian Why You Need an Estate Plan

Languages

French

Activity

Avvo Rating

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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution