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

Filter Avvo Reviews (14) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 8 reviews | Practice Area Knowledge

Posted by Jo-Anne | November 21, 2024 | Hired Attorney | Trusts

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 26, 2020 | Hired Attorney | Estate Planning

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 | Probate

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 Ratan | March 08, 2019 | Hired Attorney | Estate Planning

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.

Posted by Star | December 17, 2018 | Hired Attorney | Estate Planning

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 .

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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