Protecting Your Family’s Future

Estate Planning, Wills, Trusts and Probate

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

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

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…

Orange County Estate Lawyer Answers, “Is it Power of Attorney…Or Taking Advantage?”

A power of attorney is a legal agreement that allows one adult, the agent, to make legal and financial decisions…

What Happens If Someone Dies Without a Will? Introduction to California Intestacy Law.

Dying intestate, or without a will, is unfortunately very common. If you die without a will, your property will go…

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COVID-19 Highlights Critical Need for Advance Healthcare Directives

With new cases of COVID-19 currently surging in dozens of states, doctors across the country are joining lawyers in urging…

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Ask Our Orange County Trust Lawyers: “Is It Hard to Sell Property That’s in a Revocable Living Trust?”

A common question that Orange County trust lawyers are asked when helping clients create their estate plans is, “how hard…

Newport Beach Estate Lawyer: What Should I Do If the Bank Says My Power of Attorney is ‘Too Old’?

While a power of attorney (POA) technically does not expire unless it’s revoked by the person who created it, you…

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