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 Estate Planning 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.
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 protected—if 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.
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.
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
"We did our trust and will with Morgan Law Group. It was a very smooth and easy process. Cassidy and Karen were amazing to work with. Highly recommend Morgan Law Group!"
"My wife and I were very impressed with the people we worked with at the Morgan Law Group and are actively recommending them to our family and friends."
"Another great experience with Morgan Law Group. I referred my uncle & everyone was welcoming & professional. Definitely worth the effort, time & money. Their team is very good at making things understandable."
"These are some of the toughest choices you will have to make in your life. The Morgan Law Group made the process easy to understand, every step of the way. I also appreciated that they were able to help us afford this service with a payment program. I can't recommend them more highly."
"The team at Morgan Law Group is phenomenal. I took my father to them back in 2012 for estate planning. Since his passing this year they have been nothing but supportive and provided much needed guidance to ensure all necessary steps were taken. Highly recommend them!!! Thank you!!!"
"My husband and I had such a wonderful experience with Morgan Law Group. Creating a will and trust seemed like such a daunting and challenging task, however, Morgan Law Group simplified it in a way which made it clear, easy to understand, organized and an overall pleasant and efficient process. I would highly recommend them to anyone in need of creating a will or trust."
"Darlynn was exceptional, explained the whole trust process to us. Walked us through a very difficult and contentious estate settlement. Darlynn and Veronica were available to talk by phone, as needed, they made several recommendations that made it better and easier in the end. You hire an attorney for advice, and we got really great advice. We would hire this firm again in an instant."
"The Morgan Law Group was a joy to deal with. My wife and I have a somewhat complicated estate and we needed to update our will, and our trust. All of the people at the Morgan Law Group worked together to answer our many questions, make suggestions to smooth out potential problem areas and in general provide an enjoyable experience to something we had been avoiding for several years. They made us feel like we were their only clients. I highly recommend them."
"What a relief! Something I had been putting off for years and finally through a recommendation made contact with Morgan Law Group. The process was fantastic and we were taken through each step to complete our Living Trust with a complete toolkit and plan provided. Darlynn's process is modern and the digital assets are great. Special thanks to Karen for pulling such a level of detail together and being so compassionate along the way! 5* company!"
"Simply put, working with Darlynn and her team was a blessing! We truly felt we were in the best hands and the ones we love most would be in the best hands should that time ever come. Creating a trust requires thinking through some things no one wants to ever think about, but everyone at Morgan Law Group made it as painless as possible. We have no regrets and they really are worth every penny, for peace of mind now and in the future. Highly recommend!"
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.
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes…
It’s been almost three years since Aretha Franklin died from pancreatic cancer at age 76. Her fortune was estimated to…
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…
In part one of this series, we provided a general overview of the ways that seniors are preyed upon by…
Elder fraud and financial exploitation have become an epidemic. As Orange County elder law attorneys, we are seeing more than…
As an Orange County will and trust lawyer, I know that estate planning offers legal protection for families and individuals…