How to Get Started

It’s Easier Than You Think

By now you have seen that we are different than your typical lawyer and because you love your family and want to keep them out of court and out of conflict when something happens to you, you are ready to take the first steps to get a plan in place.

You know that you and your family deserve the kind of protection, guidance and love we provide, for a lifetime. As you get started, it's important that you know how we work because we do things a bit differently here than at other law firms. That's why our clients love us so much.

To schedule your initial meeting with us, a Family Wealth Planning Session, call us at 949.260.1400 or schedule a 15-minute phone call to learn more about us; during that call you can schedule a full Family Wealth Planning Session. Our Client Services Director will schedule the most convenient appointment time available for you with one of our expertly trained Lawyers. We see clients Monday through Friday and we even have virtual and evening or weekend appointments available to make planning as convenient for you as possible.

Your Appointment Options

You have three options for your next step

Schedule a free 15 minute Phone Consultation to learn more about us and get a few preliminary questions answered.

Schedule Your Family Wealth Planning Session and complete the pre-session homework so that you come in prepared to be educated, informed and make empowered decisions for the people you love.

Schedule your Estate Plan Checkup and Review if you have an existing plan so that you can get educated on whether your existing plan still works for your family or if you have gaps that you must fill to have the peace of mind your family is covered.

FAQ

We block two hours on our calendar for your Family Wealth Planning Session and we can focus entirely on you and your family during this time.

In advance of your meeting, we will send you a package of information to review and complete before our time together, which will help you begin the process of getting your legal and financial life in order.

During your Planning Session, we will guide you to gently look at what would happen to your loved ones and with your assets if something were to happen to you today. And then we will look at what you want to happen instead and we will help you create a roadmap to get that plan in place as easily as possible.

After meeting with us, our clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!”

Ready to learn more?

Contact us or Book a Call to speak with us directly about your next best step.

Virtual Estate Planning

Would you prefer to meet with us virtually? We understand the time and physical location constraints you may face, so we offer our clients the option of working with us virtually — via phone, email, and video conferencing.

Our virtual clients receive the same high-quality, individualized approach but without the need to physically visit our offices since everything may be handled electronically and via phone and video conferencing as well as through our secure client portal.

We have been working with clients virtually for over a decade and have systems in place to make planning as convenient and easy as possible for you.

Once you schedule your appointment, we will send you a link. You do not need to download any plug-ins or install any special software. You just click the link at your appointment time and you will enter our private Zoom Room and meet with your Morgan Law Group attorney.

Planning on YOUR schedule

In addition to meeting during regular business hours, we also offer evening and weekend appointments to make planning as easy and convenient for you as possible.