Overall Rating
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5.0 /5.0

210 Client Reviews

Avvo

5.0

(132)

Lawyers.com

5.0

(78 )

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5 stars 131 4 stars 1
3 stars 0
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1 star 0
Practice Areas
Estate Planning (110) Wills & Living Wills (45) Trusts (40) Power Of Attorney (9) Tax (8) Probate (3) Real Estate (2) Business (1)
What Clients Mention
Practice Area Knowledge (82) Communication Style (47) Professionalism (41) Recommendation (39) General Knowledge (35) Case Results (26) Character & Conduct (19) Staff & Support (19) Responsiveness (18) Trustworthiness (9) Advocacy (8) Cost of Services (6) Compassion (4) Free Consultations (2) Payment Plans (1) Punctuality (1)

Showing 6 - 10 of 40 reviews | Trusts

Posted by Vivek | April 08, 2024 | Hired Attorney

Revocable Trust and Living Will

I reached out to Richard, my financial advisor's recommendation. Richard promptly scheduled an appointment with me and my wife and explained the details about Revocable Trust. He also described the differences between other options, such as Living Will and Irrevocable Trust. All of this was done ove...r a Zoom call from the comfort of my home. He reviewed my expectations and provided specific advice about the type of Trust, the benefits, and maintenance. He meticulously had me and my wife listed all our financial assets and real estate. Ideas like planning the percentage of benefits passed on to my children and the age schedule were constructive in putting together a thorough plan. The elapsed time to complete the documentation was about six months. I paid half upfront and half after completion. Richard’s team connected me through this period and shared the drafts. He set up another Zoom call to educate me on the prepared draft. This beneficial session lasted over two hours, during which Richard answered every question my wife and I were seeking clarity on. I have become familiar with what otherwise looks like a legal pile of papers. Once I signaled my clarity and understanding, Richard’s team scheduled my wife and me for an in-person visit to his office to sign the documents before the witness. It is a friendly office with a supportive staff; the signing process was about an hour. I now have peace of mind that I've got a Revocable Trust, a digital copy of it, and a Living Will; all my life's efforts are covered, and I can have my family continue to build on my efforts further. He is also available to answer any follow-up questions or processes.

Richard Morgan

Replied last April 09, 2024

Thank you so much for leaving us a review! We enjoyed working with you!

Posted by Ronald | December 18, 2023 | Hired Attorney

Learned Attorney

I am pleased to report my extraordinarily excellent experience with attorney Richard Morgan. I was referred favorably to Mr. Morgan by a friend who also consulted with him regarding a will and formulation of a revocable trust. Upon my first consultation, Richard explained how the revocable trust... would operate to my advantage. After hiring him, he outlined the steps necessary to establish the trust, one by one, and spoke with language that was easily understandable. His knowledge of estate, trust, wills, and probate law is unsurpassed; his answers to my questions were immediate. Richard Morgan’s presentation, office, and staff are simply the best. This is the attorney you should hire.

Richard Morgan

Replied last December 18, 2023

Thank you so much for your kind words!

Posted by Brad H. | December 13, 2023 | Hired Attorney

Exceptional Estate Planning Services

I must say, working with Richard Morgan and his staff was a nice surprise. Richard was very knowledgeable about estate planning laws and processes. He was very patient, taking the time to walk us through the different aspects of reviewing and updating our existing trusts, wills and POA documents. ...He and the staff were very responsive to our questions as they came up even after our initial meeting. I would highly recommend the Morgan and DiSalvo, P. C. company for estate planning services.

Richard Morgan

Replied last December 13, 2023

Thank you so much for your kind words!

Posted by Dean | August 14, 2023 | Hired Attorney

Estate Planning Services.

Very professional, patient, courteous, and extremely knowledgeable. We updated our Wills, Powers of Attorney, Advance Directives for Health Care, and created separate Revocable Living Trusts. Richard, Loraine, and staff were very personable and responsive. Would highly recommend Richard for your esta...te planning needs.

Richard Morgan

Replied last August 20, 2023

Thank you so much for your kind words!

Posted by Lynda | May 08, 2023 | Hired Attorney

Mrs.

After my husband’s death, I needed to update my will, POAs, establish a trust, etc. to get all my legal affairs in order. I arranged a ZOOM consultation with Richard to explain what I wanted & hoped to accomplish. He listened, took notes, asked questions, and answered my questions with easy to follow... suggestions & recommendations. The review was also held via ZOOM, & he was very thorough in explaining every draft document that had been prepared. The signing with witnesses was done in his offices & was handled efficiently & quickly with no “hiccups.” Richard & his staff were courteous, competent, professional, and very thorough with all facets of my estate planning. I highly recommend Richard for any of your estate planning needs.

Richard Morgan

Replied last May 09, 2023

Thank you so much for taking the time to review us and for your very kind words!

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