Modern Wealth Law Reviews & 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.

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.

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 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 carefully and correctly. Many organizations and individuals need to be notified and the distribution of assets to charities has been especially involved. Yet, we sleep well at night knowing John is thinking through all the details and anticipating any issues ahead of time. Most recently, we revised our own trust. John and his staff were incredibly patient with us as we asked countless questions and took our time to decide exactly how we wanted to craft the document. We appreciated knowing their level of detail was even greater than our own, and that is no small feat. We highly recommend Modern Wealth Law. They are an outstanding group to work with, and we feel very blessed to have found them.

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.

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 was transferred to our trust, something we had not thought through. Their attention to detail truly put our minds at ease! Not only did they create our family trust, they provided us with a sense of security that our children and their futures will be taken care of. We are infinitely grateful for their work and would highly recommend anyone with questions regarding estate planning, trust or probate law to contact John and Modern Wealth Law.

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 stuff law firm.

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 the kids. If you have young children, I highly recommend John and his team at Modern Wealth Law. Most importantly, their fees are completely transparent, so that we could create an estate plan that fit our goals, but also our budget.

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 that I understood. My husband left the meeting quite impressed. To me, besides just the tax stuff, John really took the time to understand what our concerns were, and came up with several possible solutions. In the end, we came out with an estate plan that really accomplished our goals in a way I didn’t even consider. We are so glad to have checked this box off our list.

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 daughter in case of anything.
So I started researching how to get a trust and was referred to John Wong from a Friend. Boy did John make this process super easy. I called him and set up an initial consultation at my place. John showed up on time and was super friendly and professional. He walked my wife and I through the process; helped answer all our questions and left without ever trying to pressure us into signing or selling anything to us. He gave us his business card and told us to call him if we had any questions. That night, my wife and I had additional questions so we called John and he was super friendly in answering our questions. Throughout all our questions, John made sure that everything was geared towards making sure our daughter was taken care of. That engagement left a huge impression on my wife and I and made us super comfortable and knowledgeable about the process. The next day, we called John to set up the trust.
I never thought I would ever get a trust, but now I tell all my friends with kids that it is as important as life insurance. You want to make sure your family and kids are protected. I highly recommend John Wong for all your family needs. At the very least give John a call to see for yourself.

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 over the phone, answered my questions and did not get pushy or try to sell me any services. I would definitely recommend John and his firm for Medi-Cal planning and would also consider retaining their services for estate planning as well based on John’s responsiveness, professionalism and expertise.

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 highly recommend John to my family, friends and colleagues.