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

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…

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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…

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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…

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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…

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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…

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