Modern Wealth Law - Irvine (CA)

5 /5 Christine Guerra: We had the pleasure of working with John L. Wong, Attorney and Managing Partner at Modern Wealth Law, APLC, and could not be more impressed. As a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California, John brings a level of expertise and professionalism that truly sets him apart. He assisted us with two important matters: creating our own family trust and guiding us through the execution of my husbands family trust. In both cases, John was incredibly knowledgeable, thorough, and thoughtful. He explained complex legal concepts in a way that was easy to understand, and he handled everything with the utmost care and precision. John is not only brilliant in his field, but he is also approachable and patient—qualities that made a potentially overwhelming process feel smooth and manageable. We are deeply grateful for his guidance and highly recommend him to anyone in need of estate planning or trust administration services.

5 /5 Adam Halbardier: Tiffany helped us do a living trust restatement. The office staff was great at setting up the appointments, welcoming us, and helping us understand what to expect. Tiffany did a great job explaining our situation, outlining our options, and then executing on what we we decided. I highly recommend Modern Wealth Law!

5 /5 Min Yu: We had our estate planning done by Modern Wealth Law. The experience has been smooth and amazing from start to finish. We were given enough time to discuss with John Wong regarding our goal, concerns and different scenarios. John was such as good listener, pleasant to talk to and also spent extra time to educate us on the whole subject of estate planning. We had all our doubts and irrational concerns cleared during the meeting and felt much better to proceed. After the initial meeting, the team at Modern Wealth Law took over the process and we were so pleased with their work. Everyone involved- John, Sara and April- were so kind, knowledgeable, fast to respond and patient. I was asking so many questions over the next few months (double triple checking every step) and they took their time to reassure me and kept me in the loop. I know that is not common in the field of law unless you pay a handsome paycheck. I felt like they really care about the quality of their work and I am very satisfied with not only the end result but also the process. I would definitely recommend Modern Wealth Law to families interested in estate planning but are a bit overwhelmed with the whole process- you will not feel like you have no idea whats going on when working with amazing team at Modern Wealth Law.

5 /5 Corey Ducote: Tiffany and her team did a phenomenal job with our family’s estate plan. Everyone we interacted with in their office was kind, knowledgeable, and easy to work with. Can’t recommend Modern Wealth Law enough.

5 /5 Scott Pastel: Tiffany and the team at Modern Wealth Law are the best! I interviewed several companies and they stood out greatly. From their excellent customer service to detailed presentation, we felt very comfortable and confident working with them. It was clear they cared about our success and well being and were patient with all of our questions. Their pricing was in line with the competition even being in Newport Beach with a much nicer office than the others we looked at. Its been great building a relationship with this team and everything has been very well organized, clearly explained and easy to do on our end. We just finished setting everything up and are very pleased with the entire experience. Ive already recommended them to two very close friends of mine, and will continue sending people their way. Highly recommend!