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Matthew O'Leary is a founding partner of O’Leary Wallace LLP. He practices trusts, estates, and elder law, with a special emphasis on special needs planning, conservatorships, and probate and trust litigation.
In 2010, Matthew moved to the central coast to join the boutique elder law and estate planning law firm of Stephen K. Hall & Associates. Before coming to San Luis Obispo, he worked for a boutique civil litigation law office in San Jose, California, served as a law clerk at the Santa Clara County and Santa Cruz County District Attorney’s Offices, and held a judicial clerkship in the Family and Probate division of the Sacramento Superior Court.
Matthew is a northern California product (Woodland, Calif.) who first came to the central coast to pursue college athletics in the early 2000s, which made his move back to San Luis Obispo from the Silicon Valley particularly rewarding.
Matthew lives in San Luis with his wife, Stacey, their three young children, and their two fluffy dogs. If he’s not at work, Matthew is probably with his family at Avila Beach, playing bocce ball at Baileyana Winery, at Active Church in SLO, or on a basketball court or golf course.
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Chat withState: California
Acquired: 2010
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5865 Traffic Way, Atascadero, CA, 93422
1041 Mill Street, Suite 101-102, San Luis Obispo, CA, 93401
Showing 1 - 5 of 9 client reviews from Avvo
Posted by Jason | September 2, 2017 | Hired Attorney
I have worked with Matthew for many years in the professional arena on mutual clients and hold his expertise, professionalism, and handling of client matters in the highest regard. I need to be able to rely on an attorney treating a referral, client or otherwise, to a high level of service and have ...
Posted by Justin | September 1, 2017 | Hired Attorney
I've worked with Matthew for a few years now. We started working together as a referral I received and he was able to provide guidance on a real estate transaction I was working on. Matthew did a great job, was very responsive, knowledgeable, and did a great job. Now I contact him regularly with q...
Posted by Terry | August 30, 2017 | Hired Attorney
We recently incorporated our business and were not very knowledgeable in regards to all it entailed. We consulted Matthew and I couldn't be more pleased. His warm and understanding demeanor made it easy for him to explain all of the legal terms and conditions in easy to understand language for us....
Posted by Michael | August 30, 2017 | Hired Attorney
I am not a fan of dealing with lawyers, but Mr. O'Leary was a pleasure to work with. He provided services in a timely manner, followed up regularly, and put my needs first. Excellent service and well worth the money.
Posted by Catherine | August 27, 2017 | Consulted Attorney
I consulted with Mr. O'Leary many times during a very difficult and sad guardianship case which involved parties I love on both sides. Mr. O'Leary was very understanding and caring and helped me through this process in a very professional manner. He was always available to us any hour of the day or d...
"Mr. O'Leary is intelligent, prepared, ethical, effective—everything you should expect from a first-rate attorney. The fact is, he is even more intelligent and more hard-working than this brief review can convey. What truly distinguishes Mr. O’Leary, however, are his remarkably caring approach, his genuine kindness in client interactions, and his steadfast advocacy. Mr. O’Leary is wholly relatable and explains legal concepts with utmost patience. He has my fullest and most complete endorsement."
"Mr. O'Leary gets results both in court and at the estate planning table. He combines encyclopedic knowledge of estate law, a unique understanding of client goals and adds a soupçon of courtroom charisma. One might even call him an 'old soul'. I would not hesitate to hire Mr. O'Leary for any probate or estate-related matter."
"Matthew is an excellent, ethical and efficient probate attorney. I would recommend him without hesitation."
"I endorse this lawyer. I have known Matthew for many years, going back to when we shared a number of classes together at Santa Clara Law. It's been great to see how his career has grown over the years. I have always known him to be a prepared, dedicated, intelligent, and compassionate lawyer. He has a diverse body of experience and education to draw from, and a passion for the ethical practice of the law. I feel confident entrusting Matthew with your matter."
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Client Champion Award, Martindale-Hubbell
2017 - Present
Partner, O'Leary Wallace LLP
1900 - Present
Partner, O'Leary Wallace LLP
2010 - 2010
Legal Intern, Santa Cruz County District Attorney's Office
2010 - 2017
Attorney, Stephen K. Hall & Associates
2009 - 2010
Law Clerk & Research Assistant, Law Office of John S. Perkins
2008 - 2008
Judicial Clerk, Sacramento County Superior Court. Probate Division
2020 - Present
PathPointBoard Member
2013 - Present
San Luis Obispo County Young Lawyers SectionPresident
2011 - Present
San Luis Obispo County Bar AssociationMember
2010
JD - Juris Doctor
2007
BS - Bachelor of Science
2025
2017
English
Legal Answers
In California can the testator of a will specify that his residence is used to house his pets for their lifetime after his death
04 May 2024
How do I get a small bank account (<$500), not included in a trust incorporated in the trust assets for distribution?
27 Jul 2020
Can a conservatorship override or get rid of a first successor trustee in Calfornia?
19 Nov 2018