Patrick’s Approach
Patrick K. Matala
Savant Private Trust Specialist
Overview
Patrick Matala is a private trust specialist based in our Manassas, Virginia, office, where he supports clients with trust-related planning and administration needs.
Patrick works closely with advisors and clients to help align estate plans with long-term goals and support implementation with care and precision. Before joining Savant, he served as a trust funding coordinator at an estate planning law firm, where he focused on transferring assets into trusts and supporting the execution of estate plans.
He earned a bachelor’s degree in paralegal studies, graduating cum laude from Liberty University in Lynchburg, Virginia. His academic background supports his detailed approach to trust documentation and estate planning processes.
Patrick also serves as an active minister at Life Connection Church in Manassas, Virginia, reflecting his commitment to service and community involvement. He and his wife are the parents of one child. He enjoys spending time with his family and playing soccer with friends.
Education
- Liberty University
Bachelor of Science in Paralegal Studies, cum laude
Affiliations
- Life Connection Church – minister
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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