Lynn Owens (Rated 10)

December 3, 2024

Andy Matteson helped establish my Revocable Living Trust in 2006, as well as, two subsequent updates. He is knowledgeable and gives sound advice in adding co-trustees. He is thorough and efficient in explaining all aspects of my Estate Planning. I especially like his “homework letter” which reminds me of the next steps I need to take. His office staff is friendly and helpful.