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

5.0 /5.0

210 Client Reviews

Avvo

5.0

(132)

Lawyers.com

5.0

(78 )

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Star rating
5 stars 131 4 stars 1
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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 11 - 15 of 110 reviews | Estate Planning

Posted by Sallie | May 01, 2024 | Hired Attorney

Outstanding Resource for Estates, Trusts and Wills

I was referred to Richard by my previous estate lawyer who recently retired. He knew Richard through the professional organization and some work that was done. Richard listened to what I needed done and asked the right questions. He has given me an easy path to follow to complete my tasks to truly ge...t my trust and estate where everything needs to be. I know the people at Morgan and DiSalvo will be available if questions come up and I need some support.

Richard Morgan

Replied last May 16, 2024

Thank you so much for your kind words!

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 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!

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