Jamie Shuster Morgan

Newly widowed, I hired Jamie Morgan to write my will and trust for my estate. She thoroughly took the time to understand my current complicated assets, my family relationships and proposed a draft for a family trust. Jamie even clarified and corresponded with my financial adviser . Her pleasant per...sonality, ability to explain language and purpose , efficiency of producing a draft and gentle kindness to include my family won me over. She was very fair priced and never did I feel pressured by time or my request to explain something over and over again. Jamie was great using scenarios as examples to clarify her points. She made me feel safe in my decisions and wishes. The process was made easy. All aspects of my will and trust, powers of attorney, etc. , notarizing all docs and simple next directions for me to follow, were all labeled and put into a binder for preserved self keeping that any of my family members will need to understand in the future. I highly recommend Jamie as an estate planner and elder lawyer.

I was pleased with my contact with JSM. On our first meeting she explained the process carefully, explaining why I did not need a trust; a will will do. When it came time to sign the papers she pointed out a number of small issues that should be changed. Then they were changed on the spot. A super jo...b.

It was a pleasure working with Jamie. She was very professional and informative. We saw Jamie for estate planning (wills, POA, living wills, and trusts). When we had questions, she took her time answering them and giving reasons why we might choose one scenario over another, but didn’t push us into a... specific choice. He staff was very friendly and easy to work with as well. I would recommend her highly for anyone needing this type of legal services.

My wife and I have been involved with Jamie since 2014. Jamie has worked to provide protective strategies for our assets both personal and business. Jamie has provided a honest straight forward approach to create family trusts for the protection of assets and retention of wealth to be passed on to r...ightful recipients without government interference. I can now relax knowing that Jamie has provided a blueprint for all our hard work and monetary achievements to be followed now and after our passing. Thanks Jamie Bernie D