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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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 26 reviews | Case Results

Posted by James | December 11, 2018 | Hired Attorney

Estate Plan

Richard Morgan evaluated our estate situation with our specific needs in mind. He reviewed our previous estate documents and focused on our priorities. He is quite knowledgeable and current with regard to estate law and has invested a great deal of time and effort to build a web site that is educat...ional for the consumer. His communication is clear, direct and effective. His staff is courteous and friendly. He updated and amended living revocable trusts for our family and created wills, powers of attorney and healthcare directives. He made the process straightforward and was able to communicate his strategy in ways that were quite understandable to the average layperson. We felt that we were in excellent hands throughout the process. Our advice: Do your homework before selecting a good estate attorney, as we did. We highly recommend Richard Morgan.

Richard Morgan

Replied last December 11, 2018

Thank you! It was a pleasure working with you!

Posted by Elaine Bare | August 20, 2018 | Hired Attorney

Testimonial

Richard M. Morgan has been a wonderful blessing to me! With the need to get a trust set up so there will be no reason for dispute after I pass out of this life, I retained Richard as my attorney. Brilliant in taking care of loopholes and providing answers to all questions of the law! Richard is h...onest, which means a lot when you are dealing with someone who is directing you with your finances. The best thing I appreciate about my experience is that Richard took the time to listen to me and transfer that into a perfect Trust!

Richard Morgan

Replied last August 20, 2018

“Thank you! It was a pleasure working with you!”

Posted by Richard | August 17, 2018 | Hired Attorney

Estate Planning with Richard Morgan

My family used to Richard to design our wealth management inheritance strategy. He took his time to lay out the options, and then designed the approach and the necessary documents, so that the estate will pass easily to our son and then to his children. Excellent job.

Richard Morgan

Replied last August 17, 2018

Thank you! It was a pleasure working with you!

Posted by Lisa | August 17, 2018 | Hired Attorney

Very knowledgeable and helpful!

We hired Richard for estate planning and we were very glad we did. He made what could have been daunting and complicated process simple and straightforward. The only hard part was making the decision to finally reach out to get started. From the first consultation on, Richard guided us through the... process and we were very pleased with the final result. We should have done this years ago!

Richard Morgan

Replied last August 17, 2018

Thank you! It was a pleasure working with you!

Posted by Hassan Rifaat | August 17, 2018 | Hired Attorney

Great Attorney

We hired Richard and his team to do our Estate and Trust work. Here are the key highlights: We phone screened 10 firms that were recommended or had great reviews online. We then interviews 3 in person. We selected Richard because he was knowledgeable, passionate, responsive, and had a very well or...ganized office manager. Richard’s price was about 25-50% higher than the other firms we interviewed but we clearly saw the expertise and personal customization he offered to make the documents do what we wanted. We are frugal people but we saw a huge difference in his strategies and approach. He exceeded our expectations in every way and was well worth the fee he charged. Specifically, he gave us unlimited time and patiently explained his process and thinking in terms we could understand, answered long emails with complete and detailed responses, made sure he was clear on our intent, helped us vet corporate trustees, and coached us through several difficult decisions about our family. Richard and his partner Lorraine have deep subject mater expertise that I am sure will save our family millions of dollars in taxes. He gave us real confidence about our estate plan. We will continue to work with Richard as our family grows. Great lawyer. Great team. Great service. Great work. Great value.

Richard Morgan

Replied last August 17, 2018

Thank you! It was a pleasure working with you!

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