Reviews

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.

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!

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.

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.

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.

Mr. Ferri was quick in working with us, making my mom feel at ease. He was flexible in adjustments in what we needed, and the most patient with us. A definite asset to anyone needing legal help. I recommend him highly.

He made the process simple. It was not all business, very personal and easy to talk to about my planning.

I hired Matt A. Ferri to prepare a will and trust for me a few years ago. All details of my situation were addressed. Matt provides a great deal of education surrounding these documents, changes in the law, etc. These documents are living documents and they need to be reviewed as time goes on. I joined the Life Focus program to assist in managing these fluid documents. I recently completed the review and made some revisions in the will, trust, power of attorney etc. Again, my specific situation was addressed and the best possible solution is in place. Matt provides a very comprehensive service, is accessible to clients, provides great education!

Matthew has worked on several projects for our family. He is very professional, honest and easy to talk to. He's quick to return calls and answer questions. We plan on having him assist us in all our legal needs.

My husband and I are very happy with Matt and his team. We had no idea what the process was to set up a trust. Matt has taken the time to explain in plain terms what we needed to do to get the process started and has followed up throughout the year. We couldn't be happier with the service and personal attention Matt has shown us.

We had pets that we wanted to have included in our will, plus adult sons. Matt was ideal in working with us and understood our goals. VERY DETAILED ORIENTATED.

My husband and I were happy and fortunate to meet Matt Ferri through mutual friends. We had put off estate planning and now found an attorney who made us feel at ease discussing our financial information and personal concerns. Matt is a very knowledgeable attorney who is professional yet friendly. He offered personal counseling to determine our needs. Step by step, Matt helped us make informed decisions and create our estate plan that allows us to control our assets and protect our family now and into the future. With his Life Focus strategy, he encourages yearly updates to make necessary changes as our life circumstances change. Matt explains all documents in terms we can understand. He gives great examples of why these forms are necessary. All phone calls and emails to him have been promptly returned. Matt offers social events and workshops throughout the year to keep us and our family continually educated and updated on laws that have changed. Because of Matt's honesty, expertise, and support, we have a sense of security for the future. We are confident in Matt's legal advice, therefore we always refer him to our family and friends. JMD