Overall Rating
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5.0 /5.0

210 Client Reviews

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Showing 46 - 50 of 110 reviews | Estate Planning

Posted by Elizabeth | October 07, 2019 | Hired Attorney

Trust Planning

After my husband passed away, I had a lot of questions concerning my Trust. Richard Morgan was very thorough in providing advice and explaining what was best for me to do. He took the time to explain recent changes and how they might impact my plan. He and his staff were very helpful and profession...al! I would strongly recommend Richard Morgan if you need any help with a Trust.

Richard Morgan

Replied last October 07, 2019

Thank you! It was a pleasure working with you!

Posted by Jeff | October 03, 2019 | Hired Attorney

Attorney Reccommndation

In addition to being very personable, Richard Morgan was very professional. My will was very thorough and covered many contingencies that I didn't think about. He also recommended that I look into my financial plans and possibly change the way the beneficiaries are set up to make it easier for the ...executor to work on my estate. I strongly recommend Attorney Morgan if you need a will, power of attorney and advanced directive for health care.

Richard Morgan

Replied last October 03, 2019

Thank you! It was a pleasure working with you!

Posted by Mark | September 26, 2019 | Hired Attorney

Estate Planning

Richard is very thorough in explanations on the interstices of estate planning. He walked us through the various options available and explained the pros and cons of each. Richard was patient with us and answered all our questions to our understanding and satisfaction. Richard is very personable, a ...great story teller and a pleasure to work with.

Richard Morgan

Replied last September 26, 2019

Thank you! It was a pleasure working with you!

Posted by Robert and Jennifer | September 23, 2019 | Hired Attorney

Estate/Wills/Trust Planning

We had a lot of questions and needed a clear understanding of what the best path would be for our estate/wills/trust. Richard was extremely helpful in providing advice and direction for us as well as what would be best to protect our assets for our daughter. We came away with a strong sense of securi...ty for our family and know that we have a partner to guide us through anything that may come up in the future. We highly recommend Richard!

Richard Morgan

Replied last September 23, 2019

Thank you! It was a pleasure working with you!

Posted by Sheilagh | September 18, 2019 | Hired Attorney

Great service and advice

I began working with Richard Morgan shortly after my husband passed away. He advised me on the action I needed to take in order to ensure that my house and vehicles were properly transferred to my name. He then reviewed my current Will and advised that no update was required. We reviewed my Durable... Power of Attorney and Advanced Health Care Directive and decided that both of these needed to be updated. Richard was professional and engaging and the turnaround time for both documents was excellent. I also found their web site very helpful and informative. I was grateful that unnecessary services were not pushed on me. Altogether a very positive experience.

Richard Morgan

Replied last September 18, 2019

Thank you! It was a pleasure working with you!

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