Estate Planning & Trust Administration Attorney in Orange County Reviews

Our attorney, Cassidy, and paralegal, Karen, were extremely efficient, knowledgeable, and kind! In addition they both provided sound guidance to help us make informed decisions. They both had their own relevant life experiences that they shared that helped make the experience personal and made us feel like they truly cared about our family and the decisions we were making.

I have nothing but positive things to say about the experience working with them! They simplified it so I could understand it. That’s not easy to do!

When my first son turned 1 years old I knew I had to get a family trust, will, power of attorney set up. I found this law group because it had amazing reviews...and now I personally know why. 3 years after we did our family estate planning and trust my husband unexpectedly died. I was left with an uphill battle against a daunting mountain of everything you have to take care of when your spouse dies. I am so lucky that we had set this up because it made a lot of dealing with accounts, property, etc after my husband died so easy, nothing went into probate and no one could come after anything. Death makes some people crazy for all the wrong reasons. The other aspect of all this was that while I was working with this law group and my lawyer Cassidy, they all showed great compassion for my situation and I knew they were looking out for me. I have since made changes to guardianship a couple times and each time it's been a very easy and thorough process. I am very happy to be represented by this firm and I know that if anything happens to me, my kids will be taken care of.

Darlynn and her team are nothing short of amazing. They are all so friendly and knowledgeable from start to finish. My husband and I were setting up our trust for the first time and not knowing what to expect. Darlynn uses diagrams/drawings to explain everything and I understood everything the first time with the visuals - it was perfect! What I thought could potentially be a daunting task for someone setting up their first trust - Darlynn and her team made every step of the way so painless, easy and enjoyable. I highly recommend her team, especially for young couples starting out.

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.

Fantastic experience from the very start. Very informed staff, responsive, professional, patient and courteous. Cassidy made us feel heard, attempted for a genuine connection with us, patiently answered all of our questions and established a family trust which we feel confident, secure and comfortable with. I am recommending her to my parents.

I work with Fusion Academy, a private 6-12th grade school in Orange County that often works with students with special needs. Darlynn personally provided an exclusive virtual workshop for a group of our parents on estate planning for a family with children who have special needs. She made a daunting task for many families easy to comprehend in just 10 steps, and extended her services for a flat, all inclusive fee. Darlynn is super knowledgeable, caring, understanding, and professional. She is actually working with a number of our staff as well, and all give raving reviews!

We went to Morgan Law Group to update our trust. Working with Darlynn and Karen made this worrisome task a very positive experience. They are very knowledgeable, efficient and easy to work with. All of our questions, concerns and necessary updates were addressed and the process took less time than we thought. We have finalized our changes and feel we have a very comprehensive Trust that even covers issues we had not thought about before our visit. It is a good feeling to have the confidence that we and our trustees have the legal guidelines needed when the time comes.

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!

MLG was kind enough to come to Mariners Church in Irvine, CA and help out the members of the financial peace program create their wills! This was my first time putting mine together and they were very helpful and gave great guidance and advice for my unique situation! Would certainly recommend!

The whole team is so amazing! I have always wanted to put together a living will and trust but had no idea where to start. They made it so easy to understand and made sure I had a very thorough living will and trust so that all my bases were covered for my family members. They also keep in great communication with you which is amazing. I am so glad I found them!

Getting our family trust done with Morgan Law Group was a simple and easy experience. With a super-friendly staff, we worked efficiently to put together a trust that meets our family needs. If you are looking for a professional and fun group to work with, give them a call, you will not be disappointed!

What a great experience from beginning to end. They listened to our preferences and concerns and assessed our needs quickly and efficiently. We are so thrilled with the result and now have complete piece of mind moving forward.

I cannot say enough good things about this transaction. Everything was done with professionalism, kindness and unbelievably thorough. My family now has a peace of mind that is priceless!

Darlynn has a talent for making complex matters easier to understand and presents options clearly, making decisions much easier. She and her team understood our circumstances and needs very well.

The team at Morgan Law assisted me with updating my estate plan. They listened to me, gave me good advice and provided an action plan accompanying my completed documents. They were also on time for all appointments. Thank you.

My wife and I updated our trust at the Morgan Law Group and we were both very impressed and grateful to them for how thoroughly they completed that task and explained everything to us. We are recommending them highly to our friends and family!!!

It’s easy to recommend MLG for their professionalism, caring attitude, and willing to listen to your particular circumstances. They certainly have your best interest in mind when directing you through the process of wealth and estate planning.

It was a pleasure working with Darlynn and her team! They made the process very easy and efficient. I would highly recommend using Morgan Law Group for any estate planning services.

Awesome experience with Morgan Law Group in Newport Beach. I worked with Erin and Shannon to reconstruct an updated trust and will. The experience was easy, stress-free, and a weight off my shoulders to complete. Thank you to the team for hitting all the deadlines and being responsive to all my questions throughout the process. Truly appreciate the excellent service.

Extremely friendly legal staff. Everything was extremely well-explained. My questions were answered with examples from past experience. I never felt overwhelmed by legal language. Everything was ready for my signing. It was efficient and yet didn’t feel rushed.

Darlynn and the lawyers and staff at Morgan Law Group were so helpful, informative, patient and supportive throughout the whole process of preparing our Trust for our family that we are extremely grateful! They helped us address complicated situations and concerns with respect and grace. We highly recommend them to others who also need help with their Trust and legal matters!

Everyone is so professional, warm, and friendly. Darlynn explained everything very clearly. I have since read the trust and will documents that they put together for us, and it was high-quality work. Highly recommended!

They provide a personalized experience of preparing and fully understanding all of the elements of estate planning, which I and my client really appreciated. Their level of detail, ability to explain everything in clear terms and their kindness are very welcoming.

Morgan Law Group provided excellent service with our estate planning needs. The entire office is very responsive, organized and easy to work with. We are very pleased with the entire process- from initial consultation to finalized signing of documents (very streamlined). Darlynn and staff are not only caring but deliver legal services with great attention to detail. We highly recommend!!

The team at Morgan Law Group is fantastic. The entire process is extremely well organized. I left the document signing appointment feeling super confident that my affairs are all in order for every contingency. There is no better peace of mind. The team really talks to you at whatever level of understanding you may have. I can't think of anything that could have possibly made this a better experience. Thank you Morgan Law Group!

Mia guided us through our living trust experience so seamlessly. She was able to provide us with all of the necessary information, answered all of our questions thoughtfully and empathetically. We appreciate her knowledge, efficiency and kindness.

We put off doing our trust because we thought it was too complicated, turned out it wasn’t because they did all the work and put our minds at ease. Everyone was courteous, kind, helpful and professional.

Such a relief to have this done. They provide some really helpful resources for parents of small children. They were also patient with some last minute changes we wanted made and were understanding about us bringing in our kids to our signing meeting when we couldn’t get a babysitter.

I needed to update my trust and the Morgan Group made it easy and trouble free. Erin was patient answering my many questions and help guide my wife and me through the process. My trust was prepared many years ago by the Morgan group. My experience then and now has be nothing short of great. Highly recommended.

Amazing experience. Very professional and timely. Felt very comfortable with the process and results. I highly recommend them.

Very professional. Their presentation is detailed and answers all questions. All pertinent information are discussed. They are experts and caring group of people.

Erin Beranek is one of the best attorneys that I have had the pleasure of working with. She seems to be the perfect combination of incredibly competent, tenacious, and having a wonderful bedside manner, something harder and harder to find these days. I would strongly recommend anyone who has the opportunity to work with her to do so.

Morgan law firm was referred to me by two independent and unknown to each other sources. From the first contact to the trust signing, I couldn't have asked for a better experience --- professional, knowledgable, thorough, personable, and helpful. The support from Erin and Mia was beyond expectations. Thank you to the group for making this an easy process!

Meeting Darlynn Morgan at a church event was a huge eye opener. My husband and I had never thought about estate planning, but after hearing Darlynn speak we knew we couldn’t wait any longer. The process was quick and easy. Very simple and extremely informative. I will be forever grateful to Darlynn and her team. They truly do have a passion to prepare you and your loved ones.

Amazing experience! Putting together a trust seemed a daunting task at best. Darlynn and her staff made it an easy and straightforward process for us. We felt genuinely cared about and now feel secure in the knowledge that our trust has been expertly put together to assure that our wishes are carried out.

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.

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.

Such a necessary investment for our family. So happy we found Morgan Law Group and handled our estate so our children are taken care of and we can rest easy at night.

Working with Darlynn and her team put our minds at ease. If anything should happen to us, our daughter is in capable hands!

Working with Morgan Law Group was such an amazing experience. Cassidy was wonderful and showed great compassion toward our situation. My dad was recently diagnosed with a terminal illness and he had wanted to update his will and establish a trust for his family. It was such an emotional and stressful period for us and she made it all a little less overwhelming. We had many questions and she made herself available to answer all our calls and emails. Cassidy guided us through the whole process and made everything easy to understand. The entire staff at Morgan Law was wonderful.

I was referred to The Morgan Group by my fiancé and found all of those I have dealt with (Cassidy, Karen, Nicola and Kathleen) to be prompt, professional, informative, and friendly ever step of the way. Their end product which is a binder with all my trust information in one spot was wonderful.

I highly recommend them if you are working to establish or modify a trust or estate or advanced health care directive as they truly care to ensure you have a full understanding of the process and the documents.

Thank you for all your work, Team Morgan Group!

Fantastic experience from the very start. Very informed staff, responsive, professional, patient and courteous. Cassidy made us feel heard, attempted for a genuine connection with us, patiently answered all of our questions and established a family trust.

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.

The Morgan Law Group recently produced a family living trust for us. The process was extremely professional. We were very pleased with the transaction. I would recommend the Morgan Law Group to anyone needing trust services.

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!!!

We had the most excellent experience at Morgan law group. We had been wanting to get the trust and guardianship done for quite some time but half the battle is finding someone you trust and feel comfortable with. Morgan law group understands families needs, issues, is patient, and we will be a partner to our family for years to come. We are 100% confident we made the right choice to work with them. Please don’t hesitate, call them ASAP.

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!

The Morgan Law Team is amazing. They were so thoughtful and thorough and I will sleep better tonight knowing my family and future and protected.

The team at Morgan Law Group was wonderful to work with! Great communication, clear and concise information. We highly recommend them!

Darlynn spoke at my MOPS group and was very informative, professional, and interesting. It was appreciated that she came and advised us young moms about the importance of getting our estate and legal matters in order for our children. I know many moms in the room look forward to working with her on their individual plans. Thank you, Darlynn!

Morgan law group helped my father with his living trust and also my friend with her father's home that was in probate. They also did my living trust. They are wonderful and easy to work with. I would recommend them to anyone looking for an integrity driven law firm specializing in living trusts.

Our attorney, Cassidy, and paralegal, Karen, were extremely efficient, knowledgeable, and kind! In addition they both provided sound guidance to help us make informed decisions. They both had their own relevant life experiences that they shared that helped make the experience personal and made us feel like they truly cared about our family and the decisions we were making.

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!

Amazing law firm! So helpful and caring. I enjoyed every part of our experience and highly recommend Morgan Law Firm.

Great people & great experience! I have both my sons trust done & it was very easy & fun. Thanks!

Thank you to Darlynn, Karen, and the team at the Morgan Law Group for helping my wife and me put our trust and estate plan in order during this crazy (pandemic) time. We just our first child and realized we needed to get everything in order. Morgan Law Group has a convenient and easy way of gathering all of the necessary information from us and putting it together a cohesive and exhaustive set of documents that cover all possible potentialities. And all the little extras related to our daughter just made it that much more special. I would highly recommend to anyone looking to complete their estate planning.

Darlynn and staff did an excellent job preparing a Special Needs Trust and other estate planning documents for our family. Darlynn's approach to the process was unique when compared to other estate planning attorneys I have worked with; she first reviewed the entire process, then gave us a reasonable fixed price, then asked to meet, at no cost, every couple of years to make sure everything is up to date with current laws. I believe that Darlynn is very competent and that the finished products were very well done. I highly recommend her.

Doing a trust can be complicated. They made it simple and straightforward. Very professional. Highly recommend their abilities and services!

Excellent guidance and personalized care throughout the entire process establishing our family trust. Highly recommended!

Everyone I dealt with at Morgan Law Group was friendly and professional. They took all the safety precautions necessary when doing business during Covid. They gave me options to meet safely in person with masks on or via zoom.

I am so happy to finally have my Trust in place so I don’t need to worry in case the worst ever happens. They covered every item and will be there every step of the way as life changes going forward. You are in good hands with Darlynn and her team!

You did a wonderful job. You solved my problem and really helped me. I want to thank you.

Very friendly, thorough and accessible. Knew what they were doing and explained things well. Although we didn't shop around there costs seemed fair for their services.

It was a wonderful experience working with Morgan Law Group. All the staff was very friendly, patient, and helpful. Even with COVID-19 and repeated closures of non-essential workplaces they were able to help us fulfill all our needs. Thank you!

I have always wanted to put together a living will and trust but had no clue where to start or how it works. Morgan Law Group is so organized and goes above and beyond to make sure I understand everting and that I had a thorough living will and trust to save my family a huge headache in the event something happened to me. It makes me feel great that they will be taken care of.

Everyone we worked with at Morgan Law Group was very kind, professional, and very on top of everything. They answered all of our questions very knowledgeably. They were also great about following up with gentle reminders when I forgot things. Overall, they offer the very inclusive service that I was looking for at a flat rate. I would definitely recommend them for estate planning needs.

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.

Getting our family trust done with Morgan Law Group was a simple and easy experience. With a super-friendly staff, we worked efficiently to put together a trust that meets our family needs. If you are looking for a professional and fun group to work with, give them a call, you will not be disappointed!

Recommended by a friend. I wasn't disappointed. Very professional. I think the periodic contact over time is key. So many things change in life.