Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.

5.0 /5.0

206 Client Reviews

Avvo

5.0

(130)

Lawyers.com

5.0

(76 )

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Star rating
5 stars 129 4 stars 1
3 stars 0
2 stars 0
1 star 0
Practice Areas
Estate Planning (109) Wills & Living Wills (45) Trusts (39) 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 47 reviews | Communication Style

Posted by Kent | October 14, 2024 | Hired Attorney

Prompt and Professional

Richard Morgan and team provided timely and professional service. Richard listened and asked lots of questions to ensure we received advice and made decisions that fit our needs. He took time to explain how things worked. In our case, we selected Revocable Living Trusts for our estate plans. Richa...rd and team delivered high quality documents on the initial drafting. The document reviews and execution were efficient, and the executed documents were delivered to us timely in electronic files and professionally organized and bound hardcopy. I highly recommend Morgan & DiSalvo

Richard Morgan

Replied last February 02, 2025

It was a pleasure working with you, and thank you for your very kind comments!

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 Wendy | March 11, 2024 | Hired Attorney

Great Experience

Richard explained complicated information in a way that was easy to understand. He was patient with us when we had questions and made the process less stressful for us. I would highly recommend him and his firm for all your estate planning needs.

Richard Morgan

Replied last March 19, 2024

Thank you so much for your kind words!

Posted by Jenna | November 14, 2023 | Hired Attorney

Estate Planning

Richard did an phenomenon job explaining and preparing my Estate Planning. He was very thorough and professional in every aspect of this process. I would definitely recommend his services to others.

Richard Morgan

Replied last November 15, 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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