Three Levels of Planning

Estate Planning at Morgan Law Group is not a “one-size fits all” approach. We offer three levels of planning to suit your varying needs. From starter plans primarily for those with little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.

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Personalized Service and Fees

We’ve priced our planning for you at the intersection of affordability and effectiveness.

When we meet for your Family Wealth Planning Session, we will review the three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Our plans are focused on ensuring your loved ones have somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.

Helping You Throughout All Stages in Life

We represent individuals and families throughout varying stages of life:

  • Married with Children
  • Single Parents
  • Blended Families
  • Those without Children
  • Families with Disabled Loved Ones
  • Life Partners with or without Children
  • High Net-Worth families
  • Family Business Owners
  • Estate Executors, Trustees and Beneficiaries

We often serve the whole family and multiple generations of the same family. From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.

We know you are busy and promise to make the process as simple and easy for you as possible. See just how easy it can be to plan well for everyone you love and everything you own.

Ready to learn more?

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

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