Overall Rating
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5.0 /5.0

210 Client Reviews

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Showing 31 - 35 of 40 reviews | Trusts

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!

Posted by Matthew | August 17, 2018 | Hired Attorney

Exceptional Knowledgeable Professional Thorough

Working with Richard was a stress free and even fun experience. Richard brings extensive knowledge to the table and this coupled with his kind professional demeanor made the process of estate planning/trusts effortless. Richard asked many important questions in order to be thorough and to assess ou...r needs, his anecdotes helped us understand and ease the litigiousness of the entire process. We are very grateful to have found Richard and we are excited to work with him on future needs.

Richard Morgan

Replied last August 17, 2018

Thank you! It was a pleasure working with you!

Posted by Jim | August 17, 2018 | Hired Attorney

Top notch lawyer for Estate, Trusts and Wills

This was my first time creating a Trust, Will and Estate Planning. I had a lot of questions and Richard took the time to answer all of them. He made sure I was comfortable with the information and presented me with the various options to consider. The completed documents were very thorough and com...prehensive. His team is great to work with as well and I will definitely recommend him to friends.

Richard Morgan

Replied last August 17, 2018

Thank you! It was a pleasure working with you!

Posted by Jack | August 17, 2018 | Hired Attorney

Revocable Living Trust

Richard is extremely professional and could not be more up to date or informed on Estate Planning. He explained that in Georgia, we did not need to go to the expense of a trust unless there were extenuating circumstances. Since we had some we did engage him to produce trust documents as well as wil...ls. We are very happy with the results and strongly recommend his services.

Richard Morgan

Replied last August 17, 2018

Thank you! It was a pleasure working with you!

Posted by Dillard | February 05, 2014

An excellent experience

I am a retired SVP from a major financial institution. My relationship with Richard Morgan began 3 years ago when he spearheaded a change in a family Trust to another institution. This is quite an involved and complicated process which included multiple touch points which he negotiated with these. Ri...chard facilitated this process with each Trust department, their attorneys and the court system with extraordinary professionalism with the optimum results. As a result of this experience I retain his services to execute 3 additional family trusts with similar results. Richard is an astute attorney exhibiting the highest degree of knowledge and professionalism as I have worked with in my 40 years in the business community. You simply tell him the results you need and he makes the process nearly seamless. I can only give him the highest of recommendations.

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