Reviews

My wife and I went to Margolis Weldon to have our Trust prepared. From day one Matt Margolis showed that we were not just a client but that we were like family. This concept carried all the way through the Trust process. Every question we had and every topic we discussed was thought about thoroughly and answered in a professional, easy to understand manner. We highly recommend Margolis Weldon for any Estate Planning needs you may have.

Matt completed our estate planning much to the satisfaction to me and my wife. He was extremely helpful and knowledgeable throughout the proposal, consulting, and review meetings. I highly recommend Matt for his professionalism and communication skills.

Our money manager recommended Matt for help and advice on a special needs trust located outside of Illinois. After the initial discussion about the complex issues, I hired him. Everything from the initial contact to completion was timely and thorough. His timely updates were extremely comprehensive. The resolve was not what we desired but his effort, detail, and timeliness was exemplary. Had I lived in Illinois, I would hire him and his firm in a heartbeat for future unresolved issues and advice. His fees are very reasonable.

Matt had been referred by a friend and I had been putting off action for months, there wasn't any rush and I didn't want to think about gloom and doom. I was pushed into action by my wife's death. I was not really thinking at that point. I had three or four different things that needed to be done, including putting everything I owned into a trust to simplify my childrens' lives when I died. Matt was knowlegable and easy to talk to and when we were done I had the trust, two different powers of attorney and a living will all neatly taken care-of. I don't think I could have handled it gracefully if I had not been under stress, but in my state of mind it would have been impossible. Matt handled everything. I gave him lists and the title to my home and truck and when he was done I walked away with a package that allowed me to spend my time having fun in retirement.

Matt recently helped us update our wills, create a trust, update our powers of attorney, etc. We appreciated the tools he has created to assist us in making necessary decisions. Once he was able to determine our needs, he suggested some creative options that we were not aware were possible. Once the legal documents were created, Matt provided excellent advise on the practical steps we needed to take to ensure that our trust was adequately funded and our wishes were communicated to our families, doctors, etc. We are thoroughly satisfied and would recommend Matt to anyone with estate planning or elder law needs.

My wife and I had a wonderful experience with Matt Margolis. My mom had used him for estate planning services and so I had met Matt that way after she passed away. He helped us through that tough time. So when it came time for my wife and I to do our own estate planning, we hired Matt. I got to see the actual planning side then. And once again, Matt was terrific and explained very carefully all the things we should be thinking about. And he has a young family so he had fairly recently been through all this himself so he gave us a lot of great advice. He takes the time with you to make sure you understand the difference between wills and trusts, what does probate mean, etc. He does a really nice job of explaining the legal jargon in terms you can understand. The best part too is that there are no mystery fees. Matt doesn't nickel and dime you for the occasional questions you have once your trust is set up. He'll give you advice on what accounts need ownership or beneficiary changes to protect you and your family from probate. We had a really excellent experience!

Matt was great at explaining everything in a way we could understand, and walked us through the process. He was very nice and professional.

Setting up a will and trust is not a fun thing to do. Let's face it, nobody wants to face their own mortality and think about their demise. Well, all that I can say is DO IT and when you've decided to take that step. there's no better guy to help you through that process than Matt Margolis. Matt was thorough, professional, and asked all of the right questions. I don't believe that he left anything open for conjecture. My documents seem perfect and I'm now comfortable knowing that when my day finally comes, my heirs will be able to maneuver the unpleasant task of sorting things out effortlessly. I've already made some updates and Matt handled that in an efficient manner, making the process dare I say... enjoyable?! All of this at a cost that was affordable as well. You can't go wrong with this guy, so quit putting it off!!!