Jamie Shuster Morgan

Jamie is an outstanding estate attorney. She has done the estate planning now for my entire extended family. I can't speak highly enough of her. She is the consummate professional, and she is also kind, understanding, and really listens to her client's needs. She met every one of our needs and co...ntinues to do so when we call upon her. She addresses every issue and makes sure we understand exactly what she is doing in response to these issues. She really knows how to explain complex legal issues in a simple but not simplistic manner. I would recommend Jamie to anyone without any reservations.

We found that Mrs. Morgan was wonderful in our zoom communications and understood what we wanted to achieve. We were updating some documents she had previously done and her guidance and questions were well thought out to achieve the goal we wanted. What bothered us was that somehow she had added a... name to the documents that didn’t exist and it seemed hard to get her to realize this and remove this non existing person from the new drafts. That said, I would definitely recommend her to others.

My lawyer put me at ease immediately and I felt we had a good rapport. We covered a lot of issues the first meeting. When the draft was received there was so much data it was overwhelming. I noticed some items which were not correct and I thought we had covered the correct information during our m...eeting. I reviewed the document very carefully and found I did not agree with some of the wording and issues covered. I made extensive notes and requested specific changes. The documents were very comprehensive, covered much more than I had anticipated. The new draft submitted to me also had items I did not agree with. However, we stuck with it and eventually came up with a document that I believe will carry out my wishes...It was not easy to get to this point. I believe this would always be the case in matters of this nature. I felt my lawyer was not pleased with my changes, but that may not be the case...just a feeling I had.

I had a deeply troubling experience with Ms. Morgan at Fendrick and Morgan regarding my mother's estate planning. The firm prepared (or revised) a new will that removed me as a beneficiary, leaving my sister as the sole heir to my mother's (and deceased father’s) assets. However, the Burlington Count...y Court ultimately declared this will prepared by Fendrick and Morgan to be invalid due to undue influence. The heartbreak and betrayal me and my family felt was enormous when I learned Ms. Morgan revised my dying mother's will to completely cut me out, leaving everything to my sister as the sole beneficiary. This wasn't just a legal document; it was the final expression of my mother's wishes for her two children and the assets represented a lifetime of hard work and sacrifice from my mother and father. Key circumstances included: 1. The new will was drafted a mere 9 days before my frail mother passed away, while she was in hospice care on her deathbed. 2. She was heavily medicated with drugs like morphine, barely lucid, yet somehow deemed capable of making such a drastic, life-altering decision. 3. Ms. Morgan said the will was revised based on an unsubstantiated and false allegation from my sister (the sole beneficiary under the new will), claiming I had forcibly entered my mother's home, assaulted an aide, and removed by police; an incident that could have been easily disproven with public police records. 4. My sister was physically present in the room during the signing of the will; an obvious source of pressure and influence—in clear violation of the safeguards meant to protect vulnerable people making wills. 5. A member of the firm (specifically Ms. Van Buskirk) notarized a document without having personally witnessed the signature. 6. Another local attorney had previously declined to make these changes to the existing will after reviewing the situation, yet Fendrick and Morgan proceeded. In my view, these actions reflect poor judgment and raise serious ethical questions about prioritizing one family member's interests over the testator's true intentions and well-established prior wishes. My parents worked hard their entire lives to provide equitably for both children, and this attempted change undermined that. Based on this experience, I strongly recommend avoiding Fendrick and Morgan. I stand firmly by my account and any response from Ms. Morgan attempting to justify these issues would likely lack credibility.