Modern Wealth Law, Irvine CA

Great team to work with. Very friendly, professional, and ultimately great value/quality. Would recommend them to any family and friends!

Outstanding work! My wife and I approached Modern Wealth Law firm for setting up a family trust. They had in-depth knowledge of international tax laws and answered all our questions patiently. I would highly recommend them.

Working with Modern Wealth Law was a very pleasant experience. We were updating a trust that we had first done in 1994. They made sure that our current trust was up to date with the current laws. They also took their time explaining the trust and answering any questions that we had. I would highly recommend Modern Wealth Law for your trust. It definitely worth the time and money

We needed help with planning for the Prop. 19 tax law changes. We interviewed a few attorneys, and I am so glad we found this practice. They were very thorough in their evaluation and recommendations, and very patient in explaining what is a complex situation. They managed all the follow through, even though that was more than a bit difficult timing in this case. I would recommend this law office without reservations.

Our Estate Plan was created by Modern Wealth Law and each phase of the process was conducted very professionally.
Our Estate Plan was comprehensive and was created for our unique circumstances.
Mr. John Wong knowledge and insight of estate planning was instrumental in providing options and guidance to achieve our desired Estate Plan outcome.
Modern Wealth Law is considered by us to be the premier Estate Planning Firm available and should be considered by anyone who is in the process of establishing their Estate Plan.

We were very pleased with the professional service we received from John Wong and Modern Wealth Law. Very responsive to our needs and helped patiently explain the nuances of our estate planning. Having been thru the process with another estate planning provider previously, the quality of the service from Modern Wealth Law really stood out.

As a lawyer myself, I am well able to evaluate the services of another firm, and do so with a jaundiced eye. Mr. Wong and his firm helped my father recently and I monitored everything from day one.

They were very professional, kept all deadlines, and were responsive and patient in explaining everything to my father.

I highly recommend this firm to anyone looking for professional quality representation.

John and Esther were amazing when I needed some help to set up some legal things quickly! They were incredibly responsive and helped me every step of the way. Whenever I had a question about the status of things or the progress, they were just a phone call away. Even my realtor was surprised at how fast we ended up getting things done:)

Would 100% recommend this team! Thanks guys.

My wife and I are extremely happy that we went with Modern Wealth Law for estate planning services. John and his team were patient with us throughout the process. He was knowledgeable, responsive and able to clearly breakdown our options without ever feeling like he was forcing us into a decision. In the end, we’ll have an estate plan that we feel good about and a positive experience with MWL in developing that plan.

Did my trust. Was fast, easy and very informative. Funny story is we found out our neighbor used him as well and was just as happy.

Highly recommend

My husband and I had our estate planning done with Modern Wealth Law. The whole experience was impeccable. John was very thorow explaining all the steps along the process, and asked us all the necessary questions for us to think in our needs for today and the future. Even after having finalized the documents, he answered uncountable emails from us to help us transfer all our accounts and assets to the Trust. We recommend them 100%.

Realizing I needed to create an estate plan and not knowing the first thing about how to get started, I turned to Yelp. I sent a general message that went out to a few estate planning attorneys. John Wong was the first to respond to my message. It was easy to set up a day and time for a phone consult. Esther, a paralegal and initial contact to this office, was very pleasant and professional and we were able to set a day and time for a phone consult. John was very easy to talk to, nice and professional as well. He asked me some basic questions and gave me great advice for my situation. I truly appreciated his candidness about what I would need, his pricing structure but also about how to choose the correct lawyer for my needs whether I used him or not! I haven't been able to continue my search due to a family emergency but John is definitely on the top of my list.

We were referred to Modern Wealth Law by our banker for estate planning, and have been very happy with their services. John and his staff were very patient while we met with them, and asked them any number of questions, and John gave us detailed explanations that were easy to understand. We are very happy with their services and would definitely go back to them again.

I was very fortunate to be referred to Modern Wealth Law about a year ago. My experience has been stellar. John Wong and his team are prompt, courteous, and professional. I would highly recommend John and his team for any of your estate planning needs and other legal matters that they may be able to help you with.

We're very happy we found John and his firm to put together our family trust. The whole process was well managed, John was knowledgeable, and his assistant Esther was efficient and super competent.

At the initial consultation, free of charge, John answered all of our questions and provided a few suggestions how we should approach some of the details. The draft of the trust documents was done very promptly. All of our follow up questions were answered promptly. When everything was ready, we met to have John going over everything thoroughly, Esther was on hand to assist with the signing of the documents. The transfer of our property into the trust was taken care of, and we were provided with everything we needed to talk to the banks to re-title our bank accounts.

We highly recommend John and his firm.

John is very knowledgeable and thorough. He explained the living trust and all the related questions very well and allowed me times to ask questions.
I highly recommend him.

I didn't know what I didn't know, but I did have a very small question. John provided a comprehensive answer to my very small question; and then he proceeded to inform me of items that I needed to think about. This wealth of information that he provided (which was unsolicited) will not only save my family a great deal of money, but will also save us a great deal of pain. John is very knowledgeable and very gracious with his time. If you have any Estate/ Probate questions or concerns, I would highly recommend that you call John and have a talk with him. You never know what critical information you may need to know, but not know to ask.

John Wong and his team were outstanding from the start. All questions and concerns, no matter how small and insignificant, were important to him. He was kind, but also no nonsense; perfect for estate planning. Any family would be lucky to work with John.

Professional and efficient. They explained everything very clearly. We were happy with our experience.