Client Success Stories

We had set up a family trust a few years back with another lawyer and were not happy with the service at all. A friend of ours referred us to Morgan Law Group so we decided to set up an appointment to have our trust reassessed at no cost to us. Our...
-- Michelle Y., Irvine
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Video Library

Wealth Inventory Worksheet

The Wealth Inventory and Assessment is designed to help you focus in on the important information and questions that are necessary to get your legal and financial house in order.

We ask you to fill it out and return it to us in advance of our appointment so that we can have the most productive time together.

  1. Print the Wealth Inventory & Assessment worksheet.
  2. Fill in as much as you can.
  3. Make an appointment with us to discuss your plan.
  4. Return the Wealth Inventory & Assessment worksheet to us at least 3 days in advance of our appointment.

Click the link below to open the worksheet in 'Acrobat Reader.'

wealth planning lawyer Wealth Inventory & Assessment Worksheet

If the worksheet does not open, you may need to download the 'Free' Reader, 'Acrobat.' click here.

Orange County Estate Planning Lawyer | Estate Planning Orange County | Orange County Estate Planning | Orange County Family Attorney | Orange County Family Law | Orange County Probate | Southern California Probate Attorney | Estate Planning Lawyer | Wills & Living Trusts Law Firm

The estate planning law firm of Morgan Law Group, apc serves all cities in Orange County, including: Aliso Viejo, Anaheim, Balboa Island, Brea, Buena Park, Capistrano Beach, Corona Del Mar, Costa Mesa, Coto de Caza, Cypress, Dana Point, as well as estate planning in Foothill Ranch, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, and estate planning and probate in Los Angeles, Mission Viejo, Newport Beach, and estate planning and probate law firm information in Orange, OC, Placentia, Rancho San Margarita, San Clemente, Santa Ana, Seal Beach, Tustin, Villa Park, Westminster, and Yorba Linda.