Customer Reviews & Testimonials

What Our Clients Are Saying

Our clients' opinion is the most important thing to our practice. Our goal is to always earn our clients’ trust, build our reputation on a good soil and attract individuals and families, with our timely and diligent help.

My wife and I highly recommend Joe for estate planning services. We have been using Joe’s services for many years, and he has been extremely thorough and thoughtful. He created a comprehensive, efficient estate plan for our family, guiding us through each step in the process. He has also advised us on other legal matters and given referrals when needed.

Anil Jagetia

We met Joe Motta at our church and interacted with him, through church, for years. We found him to be a man of integrity and honesty. It came time to revise our wills. We did not hesitate to employ the services of Joe. We first provided him the information he requested via a questionnaire. Our first meeting was professional he anticipated our concerns and provided the much needed information. Even to the point the questions we prepared, were answered, because he was through in his presentation. He provided us additional resources or information outside of the services he provides. He understood our needs, is someone we can have faith in as our trusted legal advisor and estate planner.

David & Arlene Glowe

I have referred a number of clients to Joe for estate planning, probate and Medicaid planning needs. They all have enjoyed working with him. He is knowledgeable, has a friendly manner and he is easy to work with.

Chris Corpus

We have just completed the entire estate planning process with Joe. This is something I should have a done years ago but very glad it is done and also very happy we worked with Joe Motta. He is thorough, knowledgeable and really covered all the bases for us. I leaned an awful lot through this and it is so nice to know we control this and not a judge when the time comes. We highly recommend all get this done and also highly recommend Joe. You will not be disappointed.

Joe Gardner

Estate planning is something we have put off for years. Joe had provided seminars that I have attended in years past. When the decision was finally made to proceed the rare benefit of procrastinating paid off as his office is now in our town of residence. Joe proved quite knowledgeable and very easy to work with. He understood quickly what we were trying to accomplish. He produced the documents and arranged for the transfer of our home to a trust. He gave us explicit instructions on what else we had to do to accomplish the goal of setting up a trust for ourselves and children. He also assured us that he would be there for any snags of which there were none. A wholehearted endorsement.

Michael and Victoria Gabriel

Mr. Motta,
My wife and I are extremely pleased with the service and personalized service you provided. I, personally, was pleased with your patience and the complete explanations we received from you. The product you provided was even more comprehensive than we anticipated and the addition of digital media to the paper media is most appreciated.

Thank you so much.

Richard and Betty

Joe was recommended to me by my financial advisor. This was an excellent recommendation as Joe expertly crafted our family’s Trust and papers to manage our life events. He is professional, friendly, and a pleasure to work with. He continues to be our trusted legal advisor and I would highly recommend him for any estate planning matter.

Marc Rasor

I have known Joe for years and when I needed help with my fathers estate I was so pleased to find out he was in the area by my home. He is truly someone you can trust which made the experience so much better. Joe is very knowledgeable and kind. I would highly recommend him.

Jeane Ruprecht

Joe is so easy to work with. I would highly recommend Mr. Motta for any estate planning. The binder that was provided was so “updated”. It includes an entire section for outlining all online usernames/passwords for email, bank accounts, online shopping accounts, video game sites, cloud storage sites, and on and on. His recommendation to include printed beneficiary statements was also a great reminder. The flash drive provided is also great to have. Joe even provided the IRA distribution chart for younger family members to be aware of if/when the time comes. Everything, and I mean everything, is now in one place. Thanks to Joe and his staff.

Anonymous

My wife and I were recommended to Joseph through a family member. We had not been through estate planning before and did not know what to expect. Joseph and his team were incredibly approachable, informative, and professional throughout the process. Joseph's work was timely, thorough, and fairly priced. Estate planning can be an uncomfortable experience, but Joseph and his team made it simple and stress free. I highly recommend Joseph and his team and would certainly work with them again.

Tom Gittinger

I highly recommend Joseph L. Motta LPA for anyone who desires estate planning. He is kind, thoughtful, and accommodating. Joe explained each step to me in a very understandable way. Everything was done in a timely fashion. Working with Joe was truly a pleasure.

Jean Lamvermeyer

I have used Joe on multiple occasions and every he has surpassed my expectations. Joe's extensive knowledge in Estate Law has helped my family greatly. Special Needs, Veteran, and even Medicaid filing are areas he excels at besides being fantastic in just the every day Estate planning.

Kevin Walker

Estate Planning, Wills and Trusts

Estate Planning, Wills & Trusts

Proper estate planning involves the design and implementation of a strategy to protect your family in the event of incapacity or disability as well as death.

Long Term Care Planning

Long Term Care & Medicaid Planning

Most long term care is not medical care, but assistance with the basic personal tasks of everyday life or activities of daily living (ADL’s).

probate administration attorney in Westlake

Probate & Estate Administration Lawyer

Probate is the legal process by which assets titled in a decedent’s name are transferred to his or her heirs or beneficiaries.

Veteran Aid and Attendance Benefits

Veteran's Aid & Attendance Benefits

Veterans 65 and older or their surviving spouses may qualify for an Aid and Attendance Pension that can help pay long term care expenses.