Morgan Law Group is a Wills, Trusts and Estates law firm dedicated to you!

We congratulate you for making it here and taking the first step toward planning for everyone and everything you love. We invite you to explore this site to learn more about who we are, what we do, and how we can protect you and your family through thoughtful legal planning.

We look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).

To find out more about how you can get started, attend one of our upcoming events or schedule a no-charge 15-minute phone call and speak with us personally.

Many of our happiest clients started just where you are right now. But after they attended one of our educational talks on estate planning they felt more at ease, educated and informed about this important planning than ever before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.

Our 4 Step Process

Morgan Law Group’s 4 Step Estate Planning Process provides you with a comprehensive family estate plan in just six weeks. It is designed to ensure your family and assets are completely protected, you feel confident about your choices, and you have us as a trusted family attorney going forward.

Step 1

Attend a Planning Session

  • You teach us about you, your family you Identify your goals
  • Select your Plan
  • Design your Plan to accomplish your goals

Step 2

Creating Your Plan

  • Complete your Asset Inventory
  • Confirm names and contact information for those named in your plan
  • Review your decisions

Step 3

Review & Sign Your Plan

  • Review your Funding Toolkit
  • We create your organized Estate Planning Binder
  • Complete your Client Experience Form

Step 4

After You Sign Your Plan

  • "Fund" Your Trust by Retitling Assets
  • Funding Check-In or Attend Funding Workshop
  • Review your Plan over the next 90 days
  • Ongoing Client Care:  Ensure Your Plan Is Current
  • Review Meeting Every 3 years

More About Morgan Law Group

Why Choose Morgan Law Group as Your Estate Planning Attorneys?

At Morgan Law Group, our estate planning process is about you. We listen to you. We capture what is important to you. Then our estate planning attorneys design a personalized, fixed fee estate plan that offers real security, keeps up with your eventful life, and ensures you and your family are protectedif something were to happen to you.

Personalized Service and Fixed Fees

We offer three levels of planning to suit every stage of your life: the Family Plan, the Trust Plan, and the Wealth Plan. Our plans are structured to maximize effectiveness while retaining affordability. We always make sure you know exactly what our services will cost by using fixed fees that are agreed to in advance.

Lifetime Focus

We provide our clients a lifetime, ongoing relationship. Your life changes. Your family changes. Your assets change. With our 3-Year Service Package and a lifetime commitment to you, we make sure that your estate plan keeps up with your changes in life and changes in the law. We designed our firm for open and ongoing communications between our estate planning lawyers and clients. Your estate plan is always up to date and working.     

Expert Guidance Through the Trust Administration Process

Our trust attorneys provide more than legal guidance through every step of the trust administration process. In addition, we offer peace of mind. Engaging a trust lawyer to navigate trust administration minimizes your risks and guides you through new and complex duties. 

Most importantly, a trust lawyer has the knowledge and experience to make sure you properly carry out your legal and financial duties. With our team of trust attorneys by your side, you can be confident that your trust is being properly and efficiently administered.

We simplify the process by helping you with trustee duties like notifying beneficiaries, preparing regular accounting and taxes, and communicating with beneficiaries. Our estate planning lawyers also help minimize chances of conflict and can keep you out of court.

We Help You Understand Your Probate Options

While the probate process can be costly, lengthy, and public, our probate attorneys are here to ensure that if you find yourself in probate, you do not have to go it alone. Our estate planning attorneys are also ready to assist in comprehensive estate planning, so you can potentially avoid probate entirely.

Probate Process Help

A loved one who passes without an estate plan will have their assets go into probate. Our probate attorneys are experienced in the probate process and can help you navigate every step.

Avoiding Probate

A probate lawyer can help you avoid probate simply by creating an estate plan with a living trust. This allows you to avoid the protracted and expensive probate process, all while maintaining the confidentiality of your assets.

A living trust can keep you out of a court system, where everything filed is public record. In addition, you can also avoid a lengthy court process and the time, expenses, and hassle of administrative tasks like contacting creditors, performing an accounting of the assets, and paying debts and taxes.

Estate Planning FAQs

Words from Our Clients

Upcoming Events

Quick and Easy Legal Planning for Busy Parents

What You Need, Why You Need It, Why Online Legal Docs Won't Work and What It Will Cost.

Your kids really need you to watch this FREE Estate Planning Class.

Wills and Trusts 101: Estate Planning Basics

Find out how to keep your family out of court and out of conflict, keep the government out of your affairs, and best protect your assets, your wishes, and the people you love if the unexpected happens to you.

Legal Planning for Protecting Children with Disabilities

Future care planning for a child with special needs is often a difficult step for parents to take, which is why we do everything we can to make the process as easy as possible.

Blog

Aretha Franklin’s Poor Estate Planning Continues To Haunt Her Family

It’s been almost three years since Aretha Franklin died from pancreatic cancer at age 76. Her fortune was estimated to…

Newport Beach estate attorney
The Future of the Federal Estate Tax- 2021 and Beyond

The IRS recently announced the 2021 federal estate tax rate limits, which are $11.7 million for individuals and $23.4 million for married couples. This is increased from $11.58 million…

Newport Beach elder law
How to Help Your Older Loved Ones Avoid Fraud and Victimization- Part 2

In part one of this series, we provided a general overview of the ways that seniors are preyed upon by…

Orange County elder law attorneys
Orange County Elder Law Attorneys on How to Help Your Older Loved Ones Avoid Fraud and Victimization- Part 1

Elder fraud and financial exploitation have become an epidemic. As Orange County elder law attorneys, we are seeing more than…

Orange County Will and Trust Lawyer
Estate Planning and Divorce: What to Know | Orange County Will and Trust Lawyer

As an Orange County will and trust lawyer, I know that estate planning offers legal protection for families and individuals…

Orange County Special Needs Lawyer Discusses Special Needs Planning and the Absentee Parent

Family relationships can be complicated. Not every parent remains in his or her child’s life, which can complicate matters when…

IMG-0025
10.0Darlynn Campbell Morgan
superlawyers
images
WIB-Badge-NOMINEE
wealthcounsel-logo