Our Promise to Our Clients

Our Promise to You

We know in today’s modern world, you have many choices when choosing an Orange County estate planning attorney. Our promise to our clients sets us apart from every other lawyer in the industry.

1. Expertise. We promise to be experts in the areas of estate planning, trust and probate law. As a Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar, you can trust that we devote our practice to this complex area of law, and that we continue to be at the forefront of the estate planning, trust and probate field.

2. Communication. We promise to respond to your questions and concerns in a quick and efficient manner. The number one complaint about attorneys is that they fail to answer or return your calls. Often times, when you do get a call back, it is from a staff member, not the attorney you needed to reach. We promise you that not only will we respond to you quickly, you will get a response from our attorneys directly.

3. Cost. We promise that we will provide you the best value in the industry. Our customized, detailed, flat-fee options are unlike any other attorney in estate planning. Our process allows you to be in charge of the price of your estate plan and understand exactly what you are paying for.

4. Results. We promise to deliver customized estate plans that reflect your wishes, save you on taxes and allow you to avoid probate. We promise to assist you with administering probates and trust administrations in a fast and cost effective manner. We promise to litigate aggressively for you should litigation be necessary.

5. Respect Personal and Cultural Differences. Each Orange County Estate Planning Attorney at Modern Wealth Law respects the unique concerns and needs of each and every client, regardless of personal circumstances, culture or complexity. We apply our comprehensive knowledge of the law and estate planning tools to craft custom plans that address your personal needs and your cultural beliefs. Our focus is to protect the people that you love and the assets you own.

John L. Wong, Esq. View Profile

Tiffany K. Chiu, Esq. View Profile

Anh Tran, Esq. View Profile

Testimonials

John Wong did a great job of sitting down with me and explaining the benefits of a trust over a will. He and his staff communicated clearly and often, and were fast and thorough with my paperwork.

Smooth process. Very professional yet warm and inviting! From start to finish, the team was very proactive in facilitating the entire process. Questions were answered in a timely manner, and Tiffany helped us feel at ease the entire time since preparing legal documents can be overwhelming! I highly recommend Modern Wealth Law.

Both my husband and I are lawyers, and John answered all our questions in an accessible but not over simplified way, ensuring we understood the consequences of each decision. Everyone at the office was friendly and professional as well.

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...Read More

John and his team were very professional and efficient in helping my wife and I to update our trust and estate planning documents. We would highly recommend him to anyone with significant assets to ensure preservation of your intent.

We recently worked with Modern Wealth Law to create our trust and will. We received excellent service from the entire team. We were impressed with their effective and timely communication. Tiffany Chiu, our attorney at Modern Wealth Law, was extremely efficient and demonstrated not only her knowledge of writing wills and trusts but also a genuine interest in and care...Read More

We have used Modern Wealth in three capacities over the last five years. We first visited John for legal advice regarding an existing will. We then returned to him to ask his assistance in settling that estate. That settlement has been a lengthy and complicated process. However, John has put our minds at rest knowing that it is being completed...Read More

Tiffany was absolutely phenomenal in helping us navigate the complex world of estate planning. She walked us through every step, explained everything clearly, and made sure we were completely comfortable with our decisions. Her expertise and professionalism were top-notch. I highly recommend her to anyone in need of estate planning services. Her expertise in estate tax law was invaluable. She...Read More

John Wong and his team were extremely helpful in guiding me and my family with our estate planning. He was responsive, very professional, and an absolute pleasure to work with. I am extremely satisfied with the results and my overall experience with him and his team. I highly recommend him for all your estate planning, trust, and probate law needs.

Wherever Tiffany goes we will follow because she is the best. She has done estate planning for my entire family and we could not be happier with her services. She takes the time to fully explain anything and everything. She even brought things to our attention that we didnt even know we needed to know about. You can tell she...Read More

Since becoming parents to two young children, my husband and I discussed the importance of getting our “lives in order” – which included creating a family trust. John and Modern Wealth Law team met with us on numerous occasions to ensure our trust is what we needed and were satisfied with. In creating the trust, they made sure our home...Read More

My wife and I recently updated our Wills and Living Trust. Its been over 10 years since our first Living Trust and much has changed. New job, new home, and 2 more kids. When I was in financial services, I referred all my clients to Tiffany Chiu for estate planning. Shes amazing. I couldnt imagine a better experience working with...Read More

I used John Wong to amend our family’s trust. We wanted to make some small changes and our previous attorney had since retired. We realized at that point that we needed an attorney that would more likely be around for all of our family’s changes. Modern Wealth Law has a great family feel, and it didn’t feel like an old...Read More

I used Modern Wealth Law to set up our family’s trust, wills and other estate planning documents. I never knew that estate planning could affect so many different issues, including income taxes for my kids. As parents of young children, our main concern was taking care of them. We talked about several options that fit our family’s needs, especially for...Read More

John was super knowledgeable. I found him on Yelp and was immediately impressed when we spoke by phone. However, my husband was reluctant because he said he looked young in his picture. When we met in person, my husband (former tax guy) drilled him on tons of tax questions. John smiled and answered all of the questions in a way...Read More

Growing up I never thought I would ever get a trust nor did I ever want to spend money on that. I came from immigrant parents, and the importance of a trust was foreign me. But after the birth of my daughter, that all changed. My wife and I talked about making sure everything we had was protected for my...Read More

I reached out to MWL in hopes of getting some questions answered re: Medi-Cal planning and revocable trusts after checking out their website (which has a lot of great information on Medi-Cal planning, BTW)). John responded shortly and made himself available for a call. I found him to be knowledgeable and up-to-date on the latest regulations. He willingly shared information...Read More

I needed help with estate planning and protecting my assets from probate. However, we also discussed various asset protection options and ways to minimize income taxes, property taxes and estate taxes. I could have tried to do it myself, but after going through the process with John, I realized there were so many things I did not know. I would...Read More