5 /5 Charles M: Initially, Matt met with my wife and I virtually, then sent us a very detailed questions about our wishes. It was quickly evident that he is very knowledgeable & wanted the best for us & for our desires to be documented. Matt then drafted our living trust & wills. I was surprised at how easy it was! He sent us updates as he was drafting the documents and was happy to share early drafts when I was curious how things were developing.
Due to my travel scheduled he arranged to do my final signing while on the phone w/ a notary and our two witnesses - things went extremely smoothly and you could tell he has done this many times.
Recently, I decided to update both our wills and trust agreements, and Matt had some great advice for us on ways to adjust the wording, and be proactive for potential future law changes that might affect how our trust would be interpreted.
Matt is extremely friendly, knowledgeable and communicative and willing to do what is necessary to setup the "right" will and trust for the family he is working with. I will consider him my estate attorney until he retires! (And Ill probably try to continue to get him to help me out after that too!)
I highly recommend Matt, and would suggest people reach out to meet with him. I expect after one meeting, yall feel the same way too.