Clients are the most important people in our Firm.
No two clients are alike and we must evaluate each situation with the unique needs and goals of each individual.
Clients are the purpose of our work and it is our privilege to help them realize their vision.
Clients rely on our experience, knowledge and direction and we depend on that level of trust to best serve clients and their families.
Working with thousands of individuals and families over the last 45+ years, Bohm Wildish & Matsen, LLP has learned that comprehensive planning is essential in serving our clients’ needs. We pride ourselves in being one of the only law firms in the country to offer the specialized legal services necessary to help our clients prosper in all facets and phases of life, from the young professional who is just starting a family, to the successful business owner who is looking forward to retirement and passing the business on to children. Our experienced and knowledgeable team is here to guide you at every step of the way. That’s why we developed extensive expertise in eight key areas, all of which are critically important to you, your family and your future:
This integrated planning approach is very unique and what sets us apart in the industry. Other firms’ expertise is typically limited to one or two main areas, with no one capable of looking at your complete picture and integrating your goals and future plans. Unfortunately, as a result, many individuals receive piecemeal planning that results in unnecessary roadblocks along the way.
What does this mean to you? If your legal team isn’t looking at your complete picture –not only could you be victims of too much risk and unnecessarily high taxes and planning expenses, but you could also be missing many opportunities to prosper and maximize your wealth.
The attorneys at Bohm Wildish & Matsen, LLP have been regarded as the best advanced planning law firm for over 10 years. Super Lawyers has recognized Jeffrey R. Matsen as one of the top Estate Planning attorneys in California. Our attorneys hold a 10/10 Superb rating on AVVO, and have been awarded as the Estate Planning Best Law Firm in Orange County, California.
Being a boutique firm gives us the advantage to stay close to our clients and build strong and long lasting relationships. Below you will see a few of our client testimonials, including those from clients who have been with us for over 30 years.
Terrific service and follow through. Very professional staff. Jeff explained everything very well and helped us make some important decisions.
We are so grateful to Bohm Wildish & Matsen, LLP for their exceptional legal services. We feel so well organized and protected as a result of their work with us. We have relied on Bohm Wildish & Matsen, LLP for all of our legal needs for 14 years and will continue to do so. - Outstanding knowledge, expertise, and professionalism; and they are all super nice people!
Jeff and his staff are very knowledgeable, patient, caring and professional. I would certainly recommend the firm to others.
I am very pleased with the legal representation I have received from Bohm Wildish & Matsen, LLP. I am a physician and I am grateful for the estate planning and trust they have created for me and my family. They are very responsive and I have referred other colleagues and family members to Bohm Wildish & Matsen, LLP. - Promptness of response, - Provided draft timeline for review, - Sufficient time for signing and explanation
We would recommend Bohm Wildish & Matsen, LLP to anyone. They are very efficient and friendly.
Client for over 20+ years. Jeff's firm has always had the utmost professionalism, integrity and great people.
Disclaimer Pursuant to the Board of Governors of the State Bar rule 1-400(E) on Advertising and Solicitation, these testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.