Reviews

We recently worked with Matt completing our family's estate plan. For years we had 'gum' filling the hole in our boat. We knew this gum needed to be replaced, so this year Matt helped us put an amazing plan in place. Matt took the time to really listen to our needs and objectives. We felt he truly understood us and what is important to our family. We went through several rounds of revisions, updates and edits before everything was exactly in alignment with our vision. Matt does a great job explaining complex concepts in simple, easy to understand language. He uses visuals to help 'connect the dots'. We felt we received an extremely good value for the costs. We sleep well at night now after going through Matt's process. Our family highly recommends Matt and his team. They've helped us with not only our estate plan, but also reviewing business contracts. They'll be our first call anytime we need legal advice or expertise!

I live in California. I had a probate matter with regard to handling my brother's estate in Wisconsin. Matthew and his firm were recommended by an attorney I have known for years in Madison. My issue was small but a roadblock to handling his estate. Matthew took the time to work with me and review all my documentation and came up with a resolution to the issue. I was impressed with this because we had to do everything over the phone and computer. I enjoyed working with him and have recommended him to my family who live in Madison, WI.

We needed to update our existing Trust to incorporate changes from the past 15+ years when it was established. We met Matt at another firm and when he formed his own firm we went with him. Matt has taken the time to know more about us; beyond what the Trust document entails and helps us understand the present and future ramifications of the Trust. I am always pleased by the time and personal attention Matt and Chong take when we visit. They take the time to get to know the people they work with and their concerns....I hesitate to say "clients" - it's a more personal relationship!

I feel very fortunate to have found Matt to help me with matters related to my parents. I live in Connecticut and my parents are in madison. He has provided me with a number of services including power of attorney, adding myself as a trustee for my parents trust, assisting on closing for my parents condo and writing a letter to wells fargo justifying a step up in my moms investments since wisconsin is a community property state after my dad passed in november 2018. The best thing i could have done was to retain his services. It has afforded me peace of mind and i can alwas count on getting sound advice on many issues.

We met Matthew when he gave a seminar on estate planning. The information he provided and questions he answered made us want to contact him again. Our goal was to have a plan so our 2 adult daughter's knew our wishes. Matthew made that happen. He was easy to talk to and responded in a very timely manner. He did an excellent job of answering any and all questions to make sure we understood our options. We were very happy with the end result. Matthew and Chong Lor have put together a very nice welcoming and charming atmosphere at their new office. It was very calming and relaxing at every visit. We would not hesitate to recommend their services to family and friends. Liz & Denny

We met Matthew when he gave a seminar on estate planning. The information he provided and questions he answered made us want to contact him again. Our goal was to have a plan in place so our 2 adult daughter's knew our wishes. Matthew made that happen. He was easy to talk to and responded in a very timely manner. He did an excellent job of answering any and all questions to make sure we understood our options. We were very happy with the end result. Matthew and Chong Lor have put together a very nice welcoming and charming atmosphere at their new office. It was very calming and relaxing at every visit. We would not hesitate to recommend their services to family and friends.

I met Matthew before he hung his own shingle and found his work so thorough and complete I followed him to have him do a trust for myself. He and his wife are so pleasant to work with, you have complete confidence in the work they do. To top of the excellent work they do they help in everyway possible.

I am delighted to contribute a review of my recent interaction with Matt Underwood. I mistakenly thought my estate plan was in order and just needed a few "tweaks" but, having now completed a review and restatement of all relevant documents with Matt, I fully realize the benefit of having a more comprehensive and cohesive plan. Throughout the process, Matt displayed his knowledge and professionalism. He patiently explained everything, listened to my concerns, responded promptly when I had more questions, willingly made requested changes and interacted with my financial advisers when necessary. At the conclusion of this new plan creation, he provided me with an estate plan binder, meticulously organized and containing every legal document needed to be prepared for every contingency. I highly recommend Matt and have already done so to several friends who, like most of us, tend to procrastinate about such things! I am confident that, should you decide to work with Matt, you will not be disappointed, and you will find comfort in knowing that your wishes have been clearly documented and you're ready for anything!

Matt made it so easy to get my LLC all put together! Before reaching out to him, I was trying to figure it all out on my own and it was a mess. I cannot thank him enough for his patience in answering all my questions and being so efficient. I feel so relieved that everything is completed. He is definitely someone you can trust and count on! I whole heartily recommend him for anyone looking to register their small business.

Expensive

Excellent law firm for handling estates. I worked with a fantastic paralegal to settle a family estate. He guided me through doing most of the work myself which saved our family thousands in legal fees. Or you can hand the work over to them to do completely. They came highly recommended and exceeded my expectations.