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“My wife and I are very happy with the service we received from Matt Shafae as we were doing our estate planning.” in 29 reviews
“My wife found Natasha Carroll-Ferrary through Yelp reviews, and we took her up on her one hour gratis video call.” in 5 reviews
“My husband and I wanted to set up our Living trust when COVID 19 happened to be in peace just in case...” in 4 reviews
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About the Business
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Matt S.
We specialize in all aspects of estate and tax planning, as well as post-mortem trust and estate/probate administration. We will guide you through the estate planning process to ensure that you achieve your goals—whether that is to provide for the care and assistance of your family members and loved ones, to make charitable contributions, or something different altogether. Regardless of the size of your estate or your reasons for considering an estate plan, we use our extensive experience to create the best plan for you and your loved ones. If you already have an estate plan in place, we will be happy to review it with you to confirm that it reflects your current desires and takes advantage of the current laws. If you have lost a loved one, our trust and estate administration services are designed to carry out the terms of a trust expeditiously, or ensure an orderly and timely probate process. We are transparent about our fees, and charge our clients on a flat-fee basis. We do not have an hourly rate, and we never bill for communications or consultations. Every client knows exactly what the costs will be before hiring us. Please contact us to schedule a free video or phone consultation and find out whether our services are right for you.
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- Apr 12, 2023
I'm so happy that I got a recommendation for Matthew's services.
He's fantastic to work with. I'd procrastinated forever establishing a trust/will. Just the thought of doing this is very overwhelming.
Matthew made the process very stress free. He breaks the process down and carefully explains everything along the way.
Today, I visited his office for a signing appointment and I now have a trust!! What a great feeling.
I regret that I didn't take any photos of his office space. It's beautiful. As soon as you step inside you forget that you're in an industrial area.
I highly recommend!Helpful 6Thanks 0Love this 4Oh no 0Business owner information
Matthew S.
Apr 12, 2023
Thank you for sharing your experience and for your glowing review. That means a lot!
- Barry G.San Francisco, CA417May 26, 2024
My wife and I could not be more satisfied with the outstanding service we received from Shafae Law, and we would readily recommend Matt to anybody else looking to do estate planning. Matt was outstanding at explaining everything to us plainly and clearly throughout the process, making himself available as much as we needed to answer all our questions (and we sure had a lot). His patient, no-pressure, customer-first approach was highly appreciated, as was his sharp sense of humor! The final deliverable (our complete estate plan) was well worth the price we paid. We're so happy to count Matt as a key part of our family's professional service "team" now!
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Matthew S.
May 28, 2024
Thank you for taking the time to leave such thoughtful, detailed feedback! We are so blessed to have amazing clients, and so happy to be included into your "team"!
- Evan W.Claremont, CA6811May 23, 2024
My wife and I are very happy with the service we received from Matt Shafae as we were doing our estate planning. Professional and yet easy to work with, we have recommended Matt to our family members.
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Matthew S.
May 28, 2024
Thank you for taking the time to share your feedback! Your glowing praise means a lot.
- Carroll L.San Carlos, CA4712Mar 5, 2024
Matt did a fantastic job of restating our trusts. He was extremely knowledgeable and helpful with all of our specific issues. I wouldn't hesitate to recommend Matt to anyone.
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Matthew S.
Mar 6, 2024
Thank you for taking the time to leave such a glowing review! I'm glad we met your expectations :)
- CE F.Redwood City, CA022Mar 6, 2024
Matt Shafae is knowledgeable, listens to his clients, and creates a Living Trust that works best for you. He offers his help willingly and clearly explains how things work so that your understanding is also clear. He's reasonably priced in the market of Trust Attorneys. I highly recommend him.
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Matthew S.
Mar 6, 2024
Thank you for taking the time to leave feedback and for sharing your experience! That means a lot to our practice.
- Ryan A.San Francisco Bay Area, CA381Aug 28, 2023
Matt is a joy to work with. We were looking for someone local to the area that offered full-service estate planning for a flat rate. Matt was the obvious choice, given what we were looking for. I'm so glad we chose to work with him. He patiently answered all of our questions and made us feel confident about our decisions. Highly recommend!
Helpful 1Thanks 0Love this 0Oh no 0Business owner information
Matthew S.
Aug 28, 2023
Thank you for your glowing review! That means a lot. We are so glad that we met your expectations and needs.
- Cindy S.San Mateo, CA1101Mar 18, 2023
Matthew and his staff are nothing short of amazing. Matthew is efficient, straightforward, kind and extremely knowledgeable. My family and I wholeheartedly trust his expertise and it is always a pleasure to work with him. Highly recommend.
Helpful 1Thanks 0Love this 0Oh no 0Business owner information
Matthew S.
Apr 12, 2023
Thank you for your glowing review and for taking the time to share your experience!
- Dani E.San Carlos, CA144Apr 16, 2022
Responsive, professional and personable! I contacted Matt about a future need and he uncovered an issue with our present trust that would have cost me a large amount of $ and financial and personal security. He cleared his commitments to expedite the changes. He not only met his commitment, he was able to provide me with a draft to review in advance of our signature. A family member who is a lawyer in another state reviewed the draft and said "The document is quite extensive. That he got it done so quickly, I'm impressed!"
He also gave me some beneficial tips and advice outside the scope of this project.
I will definitely be contacting him for other estate, will and trust work.Helpful 0Thanks 0Love this 1Oh no 0 - Jesus C.Redwood City, CA46372Jul 7, 2022
So glad we found Matt to help my parents with their trust and other matters. He is super helpful and professional at all times. We had a couple free video meetings where he was super helpful at guiding us to best make the decisions that needed to be made before we even signed a contract or compensated him for his time. Matt is really knowledgeable and a great listener. My parents speak limited English and they felt confident using his services. Would definitely use his services again and highly recommend his business.
Helpful 1Thanks 0Love this 0Oh no 0 - Kimberly S.Redwood City, CA0276Feb 14, 2022
I can't thank Matt enough for assisting my parents with answering some questions about their trust and updating their DPOA documentation. We were left in a bind because the estate attorney who prepared their trust had passed away, and the attorney who took over the practice told us she was too busy to help us. It seemed as most estate attorneys were only interested in clients that wanted a new trust set up, and not in a client with questions on an existing trust. Matt listened carefully to all of our questions, reassured all of us, and provided advice...all during our free consultation. He was wonderful in working to fit us in quickly, even accommodating a meeting outside of normal business hours to work with our schedule. I would give him more stars if possible, and will definitely be working with him to prepare my own trust.
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