Gerald E. Montgomery, Jr. and Judy L. Montgomery (Rated 10)

November 22, 2016

We have been clients of Andrew Matteson since 1992. His office is an inviting and comfortable environment. His staff is efficient, friendly and accommodating. We are very happy to give him an “excellent” report, and we do offer him as a referral to our friends looking for an honest, thorough and friendly estate attorney. He is very professional in conduct, commitment and meeting time agreements. He is extremely well organized, and explains things carefully to assure we understand exactly how our trust is written so our desires are carried out correctly. Andrew suggested legal ways for charitable groups to receive maximum benefits from estate gifts. He is also understanding and sympathetic to family situations. He is good at listening and when asked, offering possible solutions to avoid family controversies. Andrew also works well with our financial advisors. We feel blessed to have him attending our estate plans.