Wood Law

Legal services in Newbury Park, CA
Reviews: 4 | Overal Rating: Excellect
Excellect
4
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Thursday 9AM–5PM
Friday 9AM–5PM
Saturday Closed
Sunday Closed
Monday 9AM–5PM
Tuesday 9AM–5PM
Wednesday 9AM–5PM

Reviews

Review Left On 02/27/2020
Stella D

Expert Estate Planning with Excellent Customer Service
Wood Law provides very high quality estate law services, with friendliness, kindness and excellent customer service. Stephen Wood is highly knowledgeable and helped me create a special needs trust to make sure my daughter would be taken care of should anything happen to me. I spoke to other attorneys but I selected Wood Law because it was obvious they knew the topic better than the others. Stephen made it easy and convenient, and provided me with guidance and help to make sure the documents reflected exactly what I wanted to happen upon my passing. Once completed, he helped me with all the beneficiary forms to make sure my trust was properly effectuated. I highly recommend Wood Law for all your estate planning needs .
Review Left On 05/27/2019
G J

Stephen is personable, kind, competent, articulate, customer-oriented, and a true professional. He carefully explained each step involved in our request to update our family trust. He is honest, trustworthy, and has his customers' best interests in mind. He provided sound legal, business, and tax advice when we were uncertain of choices to make because of complex requirements. The finished product we received was high-quality and well-organized. Highly recommended to all.
Review Left On 03/27/2019
Ratan Bhavnani

Stephen Wood is a very capable and knowledgeable attorney, great to work with. He helped us create our Estate Plan, Advanced Healthcare Directives and updated our Special Needs Trust. He very patiently explained all the ins and outs and offered sound advice. We learned how beneficiaries of your IRAs, usually your children, can be protected further with a simple built-in trust. We also were encouraged to think through the tax implications for our heirs, and we learned when a retirement trust can be useful.

We were very impressed with Stephen's organization and efficiency; he walked us through the next steps, and we felt that all angles were explored and addressed. We liked his personalized services in customizing our estate plan, and we recommend him highly.
Review Left On 03/27/2019
Gary Alamin

Helped my mother with her trust. Very knowledgeable, freindly and once he realized it is as difficult for my mother to travel, came to her house to finalize the paperwork. I highly recommend.

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