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Stephen Mark Wood

Estate planning Attorney at Newbury Park, CA

4.9   13 reviews
  • Licensed for 12 years
    State CA
    Acquired 2011
    Status
    Active No misconduct found

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

About Stephen

Learn Stephen’s areas of practice.

2
Practice areas
  1. 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

  2. Probate
    10%
    Probate, Trust Administration

Stephen is a State Bar of California Certified Specialist in Estate Planning, Trust, and Probate Law. To earn the designation of a Certified Specialist,  Stephen passed a second bar exam and was favorably recommended by his peers as an expert in his legal field. Only .6% of attorneys in California are Certified Specialists in Estate Planning, Trust, and Probate Law.

 

For nearly a decade, Stephen has prepared hundreds of estate plans and administered countless trusts. Through his experience, he has gained valuable insight into how to craft a top-notch estate plan that avoids the common pitfalls others make. Stephen doesn’t view estate planning as a transaction, but a relationship. Clients appreciate his clear explanations of the law, his guidance and the fact that he is always there for his clients even after their estate plan is signed.

Stephen received his J.D. from the William S. Richardson School of Law at the University of Hawai`i where he graduated near the top of his class. He completed his undergraduate education in French Studies and Anthropology at Brigham Young University in Provo, Utah. Stephen is fluent in French.

Stephen loves spending his free time with his wife and two girls and enjoys surfing, backpacking, and anything else that gets him outdoors. He is also very active in his community and church.

Location

Wood Law
3255 Old Conejo Road
Suite 110
Newbury Park, CA, 91320
Wood Law
204 E. Enos Dr.
Santa Maria, CA, 93454
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Reviews

4.9 / 5.0
  13 customer reviews
5 Star
 
92%
4 Star
 
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Posted by Danielle | August 25, 2020
This review is from a person who hired this attorney.
| Hired 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
This review is from a person who hired this attorney.
| Hired 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 efficient 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.
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Posted by anonymous | May 21, 2019
This review is from a person who hired this attorney.
| Hired 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.
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Posted by John R. | March 13, 2019
This review is from a person who hired this attorney.
| Hired 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.
Posted by Ratan | March 6, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Very knowledgeable and patient!
Stephen Wood is a very capable and knowledgeable attorney, great to work with. He helped us create our Estate Plan, Advanced Healthcare Directives and updated our Special Needs Trust. He very patiently explained all the ins and outs and offered sound advice. We learned how beneficiaries of your IRAs, usually your children, can be protected further with a simple built-in trust. We also were encouraged to think through the tax implications for our heirs, and we learned when a retirement trust can be useful. We were very impressed with Stephen's organization and efficiency; he walked us through the next steps, and we felt that all angles were explored and addressed. We liked his personalized services in customizing our estate plan, and we recommend him highly.
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Posted by Star | December 16, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Expert Estate Planning with Excellent Customer Service
Stephen Wood provides very high quality estate law services, with friendliness, kindness and excellent customer service. Stephen is highly knowledgeable and helped me create a special needs trust to make sure my daughter would be taken care of should anything happen to me. I spoke to other attorneys but I selected Wood Law because it was obvious they knew the topic better than the others. Stephen made it easy and convenient, and provided me with guidance and help to make sure the documents reflected exactly what I wanted to happen upon my passing. Once completed, he helped me with all the beneficiary forms to make sure my trust was properly effectuated. I highly recommend Stephen Wood for all your estate planning needs .
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Posted by Mary | June 24, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Trust this trust attorney
I was referred to CunninghamLegal when my father’s trust attorney retired and was relieved to find an office near my home. From my initial contact with the staff, I was impressed with everyone’s professionalism and warmth. They accommodated my elderly father, who could barely see, hear or stand. Dad was impressed with the service and the kindness shown him. After updating his existing trust, my father died the following month at the age of 97. In the midst of grieving, I had to settle my father’s affairs and sell his house a distance away. Stephen Wood, the trust attorney, outlined the steps I should take. He also referred me to Trust Properties USA to upgrade and sell my father’s house in a timely and profitable manner. CunninghamLegal made a difficult and emotional task bearable. I recommend the firm to others who are dealing with estates or planning their own trusts.
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Posted by Josh | January 25, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional Trust Lawyer!
My Wife and I chose Stephen Wood to establish our family trust. We found he was extremely knowledgeable, professional and trustworthy. Prior to Stephen, my Wife and I thought setting up a family trust was going to be a confusing and time consuming process. Not so with Stephen. He was quick to answer all questions and expedite the process. He is highly recommended. Thank you again Stephen!
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Posted by Jacob | September 19, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Helped form LLC
Stephen was an amazing lawyer. He helped me form my company's LLC last year. He's knowledgeable, quick to respond and a pleasure to work with. Would highly recommend!
Posted by Marie | September 16, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Help!
"We needed our estate plan done and were referred to Stephen. He clearly explained our options and expertly guided us through the process. He is a very skilled, honest and knowledgeable attorney."
Posted by Lisha | September 16, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Best Estate Planner in California
Getting our affairs in order seemed completely overwhelming. The thought of dealing with a lawyer also seemed stressful. However, Mr. Stephen Wood Put us completely at ease. Very trustworthy, works hard, and fees were way more competitive than any of the other attorneys we contacted. Highly recommend!
Posted by Sam | September 16, 2016
This review is from a person who hired this attorney.
| Hired Attorney
A lawyer I trust
Stephen helped my wife and I incorporate our business. Answered any questions we had very thoroughly and patiently. Would definitely recommend to anyone!
Posted by Vicky Drissi | March 28, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Stephen Wood
Stephen was my attorney with a Trust distribution. He was very helpful with handling what I couldn't and did it in a timely manner. I would refer him to someone that needs someone who is very professional.
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Cost

Rates
  • Retainer Sometimes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.2 (Superb)

Work Experience

  • Owner
  • Wood Law
  • 2018 - Present
  • Attorney
  • CunninghamLegal
  • 2013 - 2018
  • Attorney
  • Collins & Associates, LLC
  • 2012 - 2013

Education

  • U of Hawaii William S Richardson SOL
  • JD - Juris Doctor
  • 2011
  • Brigham Young University
  • BA - Bachelor of Arts
  • 2008

Associations

  • Grey Law
  • Volunteer Attorney
  • 2012 - Present
  • J. Reuben Clark Law Society
  • Co-chair
  • 2011 - Present

Languages Spoken

  • French

Publications

  • The Conejo Guardian
  • Don't Let Your Trust Go Stale!
  • 2020
View all publications

Speaking Engagements

  • Independent Living Centers of Southern California
  • Alternatives to Conservatorship
  • 2016
  • 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
  • 2015
View all speaking engagements

Attorney endorsements

Received (5)
Given (6)
Endorse Stephen
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Business Attorney | 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."