Top review highlights

AI generated excerpts from the customers reviews
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Pros
1
Thorough and detailed process for estate planning
“Matt has a very detailed process. His proven business workflow covers all aspects of estate planning.”
2
Personalized and comforting approach
“Matt makes it personal and thus comforting to complete this process.”
3
Excellent client education and communication
“Matt provides a great deal of education surrounding these documents, changes in the law, etc.”
4
Responsive and accessible to clients
“All phone calls and emails to him have been promptly returned.”
5
Ongoing support and updates to keep plans current
“With his Life Focus strategy, he encourages yearly updates to make necessary changes as our life circumstances change.”
Cons
As a result of the analysis of reviews about this lawyer, no significant cons were found.

All reviews

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30 Nov, 2022 by Joe
I called around and took some recommendations from friends. However, when I called Matthew A. Ferri Estate Planning a young lady named Andrea picked up the phone and I knew while talking to her that this is a company I could trust with my trust. Andrea consulted wife my wife and I and patiently answered all of our questions. She litteraly took us through a very complicated procedure and left us both feeling like we made the right decision.
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12 May, 2022 by Steve and kristy
Matthew and Andrea were extremely well prepared for our goal of building our trusts. They made the process easy, complete, and structured to accomplish the goal quickly. Matthew has incredible insight into personal needs and all of the options available in setting up our legal documents to account for so many options in life. Great experience and we recommend Matthew and Andrea to anyone interested in estate planning!
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14 Apr, 2022 by Joe
Matt is a well-respected and highly accomplished attorney. I have had the pleasure of referring several clients to Matt over the years and he has always exceeded expectations. I trust Matt, and his firm, implicitly. He is leader in his field and delivers exceptional results for his clients.
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11 Dec, 2020 by Steve
I hired Matt to write our living trusts for both my wife and I. We're not spring chickens anymore. We needed to establish these necessary documents if unfortunate tragedy struck such as COVID-19. Matt has a very detailed process. His proven business workflow covers all aspects of estate planning. There is much self reflection when answering these end-of-life questions. Matt makes it personal and thus comforting to complete this process. After these documents are established there is much follow through executing these new trusts. Matt performs his due diligence to make sure all the i's are dotted and t's are crossed after the fact. I would strongly recommend Matt if you are looking for solid estate planning for yourself or a family member.
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10 Dec, 2020 by Diane
I found Matt to be very easy to work with. It was evident that he knew the in's and out's of Wills and Trusts. He made recommendations to ensure I knew my options and explained the tax consequences of my decisions. I was very comfortable working with Matt and would recommend him with confidence.
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03 Jan, 2024 by Cheryl van drie
I've worked with Jim on a few different different issues, and couldn't have been happier to have him on my side. When planning for a trust, he was straightforward and easy to understand, making the normally daunting process simple for us to breakdown and get our paperwork together to begin. I've also had him advise me on a few legal matters and appreciate his honesty and attention to look at the whole picture and explain it from all sides before jumping in. Nobody wants to be in the situation of needing legal advice or services, and I felt assured that Jim advised me in the direction that was best for my needs, not what was best for his pocketbook. His honesty and integrity stand out amongst other lawyers I have used in the past.
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10 Jun, 2024 by Dave hartung
We didn’t know we were being scammed as it was all so confusing. Brian returned my call and said don’t follow their instructions regarding a new “Failure to show up in court scam” He then called the sheriff impersonator who would not give his badge number and hung up confirming the scam. What a relief we felt and Brian was so kind and helpful, and didn’t charge us anything. Thank you for being a true friend and supportive citizen.
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