Modern Wealth Law

3200 Park Center Dr UNIT 260, Costa Mesa, CA 92626, USA

About Modern Wealth Law

5 / 5

from reviews

    Scott Lewis
    -
    September 02, 2022

    My wife and I worked with John Wong and his team to establish a family trust. We just had our first baby, so this step was really important to us as we thought about our long term plan for our family. John made the process very easy to understand and was very thorough in his explanations. The entire process took a few weeks to complete, and was reasonably priced compared to several other law firms that I shopped. I look forward to working with Modern Wealth Law for our future long term planning & legal needs.

    Big AL
    -
    March 23, 2022

    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.

    Alex Musetti
    -
    November 13, 2021

    Working with John and his team was a great experience. My wife and I were not well versed in the nuances of estate planning and John took the time to explain everything to us - multiple times when necessary - to ensure that we were confident and informed in our decisions. He then invested the time to understand us and learn about our family goals and personal values. From there he helped us craft the right estate plan for our family and executed everything in a professional and timely manner. I will recommend him for all estate planning needs moving forward. They did a great job.

    Andrea Cook
    -
    November 17, 2022

    John was referred to me by a trusted professional. I could not be happier with the services. John is diligent and and his excellent staff follow through. The end product is peace of mind for me and a smooth transition for loved ones. Thank you John and Team.

    Karima Fathi
    -
    March 22, 2022

    When we need to trust another attorney to help one of our clients with their family trust, estate plan or probate matters, John Wong is always one of the most competent lawyers we recommend. In addition to having an impressive background and experience in estate planning, John and his team can help navigate with complex international asset planning. Highly recommended!

    Modern Wealth Law

    Our Address

    3200 Park Center Dr UNIT 260, Costa Mesa, CA 92626, USA