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Kevin D. Matz

Trusts Attorney

5.0   4 reviews
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  • State Years
    California - CA 26 years
    Arizona - AZ 27 years
    Illinois - IL 43 years
  • Licensed for 26 years
    State CA
    Acquired 1997
    Status
    Not Eligible to Practice Law (Not Entitled) No misconduct found
  • Licensed for 27 years
    State AZ
    Acquired 1996
    Status
    Administrative - Not Authorized to Practice No misconduct found
  • Licensed for 43 years
    State IL
    Acquired 1979
    Status
    Retired No misconduct found

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

Excellent Estate Planning
Vince
This review is from a person who hired this attorney.
Hired Attorney
Excellent Estate Planning Advice
Cliff
This review is from a person who hired this attorney.
Hired Attorney
Read more reviews

About Kevin

Learn Kevin’s areas of practice.

5
Practice areas
Mission Statement

 

 

  I practice estate planning so I can use my education, experience, talents and abilities to best serve others within the Orange/Riverside County metropolitan area.   With that in mind, my mission is to:

 

  • Fully understand my clients’ circumstances, needs, goals and anxieties

 

  • Develop long-term relationships with my clients and their team of financial professionals by earning their confidence and trust

 

  • Stay abreast of new developments in the law and how those developments affect clients

 

  • Use the most appropriate, efficient and cost-effective strategies to accomplish my client’s objectives

 

  • Provide clients the peace of mind that they have hired the best attorney to represent them

 

  • To make a positive difference in the lives of each of my clients

 

Contact Kevin

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Reviews

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5.0 / 5.0
  4 customer reviews
5 Star
 
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Posted by Vince | December 30, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Estate Planning
Kevin helped me and my wife put together a trust so that we no longer have to worry about what would happen in the event of a tragedy. Our property will be safe-guarded and our kids will be taken care of. His planning and explanation is very thorough and comprehensive. Highly recommend!
Posted by Cliff | October 31, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Estate Planning Advice
Kevin worked with my wife and I in a review and updating of our wills, trust, and other highly need estate planning docs. His work, and interface with us, was performed at our level of understanding which very helpful. Subsequently, we refinanced our home and our trust was reviewed during that process. No questions arose from this review.
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Posted by Ray | September 9, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Work With the Elderly
Kevin prepared a trust for my mother and modified it several times as her needs and wishes changed. She is now 94 and he has the ability to explain complex issues in a way she could easily understand. He has a great deal of patience, and is well versed in the most recent changes in trust law.
Posted by Joan | August 12, 2015
Knowledgeable and reassuring
Kevin's expertise was excellent. He very patiently explained the Living Trust and the package of supporting documents were comprehensive. His council on estate planning was priceless.

Cost

Rates
  • Free Consultation 60 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.1 (Superb)

Work Experience

  • Attorney
  • The Law Office of Kevin D. Matz
  • 2011 - 2014
  • Attorney
  • Kavesh, Minor & Otis
  • 2004 - 2010
  • Attorney
  • The Law Office of Kevin D. Matz
  • 1984 - 2004
  • Attorney
  • The Law Office of Jenks & Hentzel
  • 1980 - 1984
View all work experience

Education

  • John Marshall Law School, Chicago
  • JD - Juris Doctor
  • 1979
  • University of Miami
  • BA - Bachelor of Arts
  • 1972

Associations

  • Orange County Bar Association Fee Arbitration
  • Volunteer Attorney
  • 2016 - Present
  • Orange County Bar Association
  • Member
  • 2004 - Present
  • Orange County Bar Association, Trusts and Estates Section
  • Member
  • 2004 - Present
  • State Bar of California
  • Member
  • 1997 - Present
  • State Bar of Arizona
  • Member
  • 1996 - Present
  • State Bar of Illlinois
  • Member
  • 1979 - Present
  • Orange County Bar Association, Trusts and Estates Section
  • Board of Directors
  • 2016 - 2017
View all associations

Languages Spoken

  • English

Publications

Speaking Engagements

  • Estate Planning
  • Why 70% of Estate Plans Fail!
  • 2015
  • Estate Planning
  • Why 70% of Estate Plans Fail!
  • 2014
  • Estate Planning
  • Why 70% of Estate Plans Fail!
  • 2013
  • Seminars
  • Everything You Wanted to Know About Estate Planning But Were Afraid to Ask
  • 2009
  • The Boeing Company
  • Everything You Wanted to Know About Estate Planning But Were Afraid To Ask
  • 2008
  • Estate Planning Workshop
  • Top 10 Estate Planning Mistakes
  • 2008
  • Anaheim Utility Workers
  • Top 10 Estate Planning Mistakes
  • 2007
  • Estate Planning Workshop
  • IRA Inheritance Trust
  • 2006
  • Estate Planning Workshop
  • Will HIPAA Derail Your Estate Plan
  • 2005
  • Estate Planning Workshop
  • Everythin You Wanted to Know About Estate Planning But Were Afraid To Ask
  • 2004
  • Estate Plannng for CPAs
  • Estate Planning for CPAs
  • 1996
  • Estate Planning for Financial Advisors
  • Estate Planning
  • 1996
View all speaking engagements

Attorney endorsements

Received (19)
Given (19)
Endorse Kevin
Krystle Michelle Lilly headshot
Krystle Lilly
Estate planning Attorney | Jun 08
Relationship: Co-worker
"I endorse this lawyer."
Michelle Brooker headshot
Michelle Brooker
Estate planning Attorney | Apr 13
Relationship: Co-worker
"I endorse this lawyer."
James Ross Parke headshot
James Parke
Trusts Attorney | Mar 25
Relationship: Supervised lawyer
"I endorse this lawyer."
Ronald Burton Funk Jr headshot
Ronald Funk
Estate planning Attorney | Mar 18
Relationship: Co-worker
"Kevin is very knowledgeable and communicates complex estate planning principles well. I endorse this lawyer."
Dayn Anthony Holstrom headshot
Dayn Holstrom
Estate planning Attorney | Mar 17
Relationship: Worked together on matter
"I endorse this lawyer."
Janet Spiro Martin headshot
Janet Martin
Estate planning Attorney | Feb 03
Relationship: Fellow lawyer in community
"I met Kevin at a community event designed to introduce new lawyers to different specialties of the law and to learn about various community legal associations and events. Kevin been practicing Estate Planning for over 3 decades, and is not only an expert in his area, but a joy to be around as well."
William Charles Peacock headshot
William Peacock
Trusts Attorney | Dec 08
Relationship: Co-worker
"I instantly connected with Kevin when I started at our firm over our shared love of baseball. I stuck around for one of his estate planning seminars and he did the impossible: made things like probate and trusts completely understandable. Kevin knows his stuff and can explain it in plain English, a greatly undervalued skill that his clients absolutely adore."
Sheila-Marie Finkelstein headshot
Sheila-Marie Finkelstein
Trusts Attorney | Dec 08
Relationship: Worked together on matter
"Kevin is a classic and traditional estate planning attorney, a real "professor.""
Mary Elizabeth Melech headshot
Mary Melech
Unknown Attorney | Nov 20
Relationship: Fellow lawyer in community
"I endorse this skilled and knowledgeable lawyer."
Samantha Kate McBride headshot
Samantha McBride
Estate planning Attorney | Nov 04
Relationship: Co-worker
"I endorse this lawyer."
Kathleen Bridget Keeley headshot
Kathleen Keeley
Unknown Attorney | Sep 09
Relationship: Co-worker
"I endorse this lawyer."
Marie Irma Braun headshot
Marie Braun
Estate planning Attorney | Sep 01
Relationship: Co-worker
"I endorse this lawyer."
Sharon Marie Anderson headshot
Sharon Anderson
Estate planning Attorney | Aug 24
Relationship: Co-worker
"I endorse this lawyer."
Elisabeth Aimee Lord headshot
Elisabeth Lord
Estate planning Attorney | Aug 21
Relationship: Co-worker
"I endorse this lawyer."
Kristen Ashleigh Holstrom headshot
Kristen Holstrom
Estate planning Attorney | Aug 21
Relationship: Fellow lawyer in community
"I endorse this lawyer. Attorney Matz is a true asset to our legal community."
Chandra Lynn Moss headshot
Chandra Moss
Estate planning Attorney | Aug 21
Relationship: Co-worker
"Kevin is very thoughtful, knowledgeable and skilled in the area of estate planning."
Carrie S. Block headshot
Carrie Block
Estate planning Attorney | Aug 21
Relationship: Co-worker
"I endorse this lawyer."
Simina Adela Gentry headshot
Simina Gentry
Wills and living wills Attorney | Apr 14
Relationship: Fellow lawyer in community
"I endorse this lawyer. Very knowledgeable and experienced in the areas of estate planning-wills and trusts. Great attorney."
Michael T. Smith headshot
Michael Smith
Estate planning Attorney | Apr 14
Relationship: Worked together on matter
"I endorse this lawyer. Kevin has helped my clients once the y receive judgments in cases I handle so they can optimiz their recovery"
View more endorsements
Trusts Lawyer Kevin D. Matz
Kevin D. Matz
Trusts Attorney
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