Modern Wealth Law

We had the pleasure of working with John L. Wong, Attorney and Managing Partner at Modern Wealth Law, APLC, and could not be more impressed. As a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California, John brings a level of expertise and professionalism that truly sets him apart. He assisted us with two important matters: creating our own family trust and guiding us through the execution of my husband's family trust. In both cases, John was incredibly knowledgeable,

Tiffany and her team did a phenomenal job with our family?s estate plan. Everyone we interacted with in their office was kind, knowledgeable, and easy to work with. Can't recommend Modern Wealth Law enough.

Tiffany helped us do a living trust restatement. The office staff was great at setting up the appointments, welcoming us, and helping us understand what to expect. Tiffany did a great job explaining our situation, outlining our options, and then executing on what we we decided. I highly recommend Modern Wealth Law!

Tiffany and the team at Modern Wealth Law are the best! I interviewed several companies and they stood out greatly. From their excellent customer service to detailed presentation, we felt very comfortable and confident working with them. It was clear they cared about our success and well being and were patient with all of our questions. Their pricing was in line with the competition even being in Newport Beach with a much nicer office than the others we looked at. It's been great building a relationship wit

We had our estate planning done by Modern Wealth Law. The experience has been smooth and amazing from start to finish. We were given enough time to discuss with John Wong regarding our goal, concerns and different scenarios. John was such as good listener, pleasant to talk to and also spent extra time to educate us on the whole subject of estate planning. We had all our doubts and irrational concerns cleared during the meeting and felt much better to proceed. After the initial meeting, the team at Modern We

I had an excellent experience with Modern Wealth Law. They were incredibly fast and efficient in setting up multiple trusts. Their team was professional, knowledgeable, and made the entire process feel seamless. I was impressed with how quickly everything was handled, and their attention to detail gave me great confidence. If you're looking for a law firm that combines speed with top-notch service, I highly recommend Modern Wealth Law.

I was introduced to Modern Wealth when I was searching for an attorney to assist me in the administration of a trust. I selected John Wong for his depth of knowledge and experience in estate planning and administration. I found his guidance critical to ensuring I met all obligations as a trust administrator and finalized the distribution without issue. Furthermore, he recommended and assisted in the establishment of an LLC to ensure that individual interests were protected in jointly owned properties. A

my husband and I had Living Trust since 1994 and went through 2 attorneys but we weren't convinced it's done property at our need. Especially the Estate Planning area. Tiffany Chiu was highly recommended by a UCLA alumina. Modern Wealth Law's service was so presided, prompt, efficient, payment option was reasonable and easy to comply. they had a great teamwork; all staffs are friendly and treat you like a family member. Tiffany explained all questions thoroughly and patiently, with her tax attorney backgro

My wife and I finally looked into estate planning after years of putting it off. We were referred to Tiffany Chiu from a close friend, and she is amazing! She took the time to explain the different types of trusts we can establish and answered all of our questions we had. If you are on the fence on getting your Living Trust, I would definitely recommend contacting Tiffany first.

Smooth process. Very professional yet warm and inviting! From start to finish, the team was very proactive in facilitating the entire process. Questions were answered in a timely manner, and Tiffany helped us feel at ease the entire time since preparing legal documents can be overwhelming! I highly recommend Modern Wealth Law ??.

John Wong with Modern Wealth Law is absolutely phenomenal. He is knowledgable and especially skilled at resolving complex trust and estate issues. We had him craft several Membership Agreements, Wills, Trusts, and Advanced Health Care Directives and he did so quickly, with clear instructions, and good communication. He takes the time to explain convoluted inheritance and tax considerations to assist in our decision-making process and we trust him completely.

Tiffany and her team are true professionals and are pleasant to work with. She makes sure to take the time to answer all questions and has developed a process for establishing a trust that is user friendly. You can rely on Tiffany and her team to best serve the needs of your family. We had a great experience.

We recently worked with Modern Wealth Law to create our trust and will. We received excellent service from the entire team. We were impressed with their effective and timely communication. Tiffany Chiu, our attorney at Modern Wealth Law, was extremely efficient and demonstrated not only her knowledge of writing wills and trusts but also a genuine interest in and care for our particular situation. Tiffany was exceedingly thorough. She took time to ensure she had accurate information and also discussed each

My wife and I had the most amazing experience working with Tiffany Chiu on our estate plan. She made the mundane interesting and was extremely thoughtful and attentive to our situation. We have referred friends and family to Tiffany and have only heard glowing reviews.

I had a great experience with John Wong and everyone associated with his practice. He was well informed on current laws and was able to guide me through the process of setting up my first living trust to protect myself and loved ones. Highly recommend!

I was referred to John Wong and his team by my financial advisor. After an initial design meeting with John, I chose to work with him because of 1. his knowledge and experience, 2. his ability to identify potential issues, 3. his clear presentation. After providing a range of options, John delivered drafts of my estate plan within the discussed timeframe. He, and his team, also helped make the process efficient by quickly responding to all questions. I highly recommend Modern Wealth Law to anyone looking

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 recomme

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 need

I needed to set up a living trust and one of my friends (also a current client) recommended John Wong and his firm to me. It took couple weeks and I am 100% satisfied with the results. John knows California trust law very well, answered all my questions, and delivers on his high rating. I would recommend Modern Wealth Law for any legal estate planning services you need.

We had a very good experience with Tiffany Chiu and Team at ?Modern Wealth Law?. We have nothing to compare it to because this was the first time doing a ?Trust? but she came highly recommended. They were thorough but expensive. We hope it was worth it!

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 slee

Im posting this review for my parents as they aren't familiar with using google reviews. Below is what my parents had to say. Our family trust was long overdue for updating but our previous estate lawyer had retired. My wife and I started asking around and John Wong of Modern Wealth Law was highly recommended by our close friends. We chose to use his services and could not be more pleased with the results. John Wong and his staff were not only efficient and knowledgeable, but also a pleasure to work with.

Great experience with John and his team with our trust. He was super helpful and we appreciated his expertise and willingness to truly walk us through this kind of daunting process! We have already recommended him to many friends and family.

We had a great experience working with John and his team. Not only were they knowledgeable and professional, they took the time to answer all of our questions and educate us on the process. They processed our Trust timely and gave us the peace of mind we were looking for. Would highly recommend.

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 J

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 we

I was referred to John Wong of Modern Wealth Law by two dear lawyer cousins who knew of John?s expertise which would be ideal to help me deal with issues involving my late aunt?s trust. It has been an excellent referral. John quickly helped me resolve a challenging situation resulting from impossible to fulfill terms stated in my aunt?s trust regarding the specific and limited use of her house that essentially would have mandated her house remain vacant forever. I sought John?s services after asking the la

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.

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%.

Hi Tiffany and team, Joyce and I just wanted to take a moment to express our gratitude to you and your team at Modern Wealth Law APLC for the incredible service you provided in completing our estate plan. We really appreciate how you and the team took care of everything in a timely manner and made sure we understood every step along the way. Your guidance has provided us with peace of mind knowing that our estate plan is in order, protected, and in good hands. Thank you, JC & Joyce

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.

Tiffany K. Chiu was very helpful and patient in explaining the legal aspects of our Estate Planning. She responds to my emails within a day or 2 and is very responsible when it comes to taking care of clients.

I called Modern Wealth Law to set up a LLC for my rental property. After a short initial consultation with John Wong, he analyzed options and recommended a better solution that fit my unique needs even though that meant that I did not need his services. I appreciate his integrity in doing what's best for his customers.

My wife and I were given a referral to John Wong at Modern Wealth Law by our accountant. We had an urgent need to start a trust. The trust had some unusual needs, but John had no problem incorporating them. The office is easy to get to and is beautiful. The process was quick and efficient. We highly recommend Modern Wealth Law.

My wife and I set up a trust with attorney John Wong/Modern Wealth Law-Irvine, Ca. Everyone involved was very professional and the process of starting a trust explained very thoroughly by Mr. Wong. We are very pleased with his service and highly recommended. Salvador C. Hern?ndez/Nora G. Hernandez

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.

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

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 w

John Wong set up our wills, a family trust, and other legal documents in 2023. It was our first time going through the process. John explained everything clearly, followed up throughout the process, and was very pleasant to work with.

John was referred to our family by our financial adviser. Our financial adviser gave us a few attorneys to choose from and suggested we call each of them. After speaking to John, he was the clear choice. I appreciated his patience, yet straight forward approach. While some of the other attorneys/assistants gave me vague or unclear answers, John was able to answer all of my questions immediately before paying him a dime. During our meeting, John brought up certain issues we had never considered and we ad

I contacted John yesterday afternoon for an initial consultation (~30 minutes) as I had several questions about a family situation in Taiwan. He was patient as I presented the details. He addressed my concerns in a sequence mirroring my presentation and he also let me know which of my needs fell out of the scope of his work. John was pleasant and he provided simple explanations at my behest. Ultimately, John helped me determine that we were not matched for the specific problem at hand and he provided a coup

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.

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.

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.

My husband and I retained the services of Modern Wealth Law to create our Estate Plan. John Wong and his team were very helpful in answering our questions and also very courteous and professional. We would recommend their law firm for anyone looking to do an estate plan for their family?s future. Thank you.

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

Mr. John Wong is the consummate professional! I was unclear about the pros and cons of irrevocable and revocable trusts and he presented the information in such a clear and concise way. He was so generous of his time and very prompt with all of his responses to my questions. He is definitely an expert in his field and his kindness was much appreciated.

Modern Wealth Law was highly recommended. I found John Wong to be very helpful and knowledgeable. He explained all aspects of my trust. The staff is friendly, professional and accommodating. I am very satisfied with everything. I have recommended their expertise to friends.

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 Es

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.

Working with John and the Modern Wealth Law team was excellent. They helped me set up my living trust and the process was seamless and efficient. I would definitely recommend them.

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.

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.

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.

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.

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.

John Wong was great and very professional. He made my wife and I feel comfortable throughout the whole trust and will process and made sure we understood everything.

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 rec

We were thoroughly pleased with the work that Modern Wealth Law did to update our Trust. They made clear and excellent suggestions for modifications to clarify our intentions. We couldn't be happier and give MWL the highest recommendation for friendly and competent service!

Great service. Tiffany was super informative and methodical in the process of setting up my trust and estate plans. I would recommend this business.

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.

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.

I am going through a very difficult family situation in regards to conservatorship. I had a consultation with John and he very extremely knowledgeable and frank with his advice. I find him very nice to work with. I do highly recommend him.

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

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 .

Tiffany is an excellent Trust Lawyer! Very considerate, very approachable!

Spoke to John regarding a probate issue with my Deceased father. John was extremely helpful. I definitely recommend him. Thanks John for your help.

Honest, efficient and detailed. We felt very taken care of during our estate planning process.

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

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

Great Experience. Explained everything in details and available anytime I had a question. Great Job.

Outstanding service from a very knowledgeable firm.

Good service and very professional

Very nice and efficient service!