Overall Rating
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5.0 /5.0

207 Client Reviews

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Showing 1 - 5 of 19 reviews | Character & Conduct

Posted by Geoff | June 11, 2026 | Hired Attorney

Highly Recommend Morgan and DiSalvo for Estate Planning

We highly recommend Morgan & DiSalvo for estate planning. Over the years, we started the estate planning process with several different firms, but each time we found ourselves overwhelmed, confused, or simply unable to make meaningful progress. That was not the case with Richard Morgan and his tea...m. From our first meeting through the completion of our estate plan, they took the time to educate us, explain our options, answer our questions, and ensure that we understood every step of the process. Their approach was professional, organized, and patient, making what can be a complex and intimidating undertaking feel manageable and straightforward. Most importantly, Richard and his team consistently reviewed details with us and made sure we were comfortable and fully informed before moving forward. We never felt rushed, pressured, or left wondering what came next. If you are looking for an estate planning firm that combines deep expertise with exceptional client service and communication, we would strongly recommend Morgan & DiSalvo. Now, let's hope that we don't have to use it for a while :)

Posted by Martha | June 02, 2025 | Hired Attorney

Very Impressed

We wanted to tell everybody how happy we were with Richard Morgan of Morgan and DiSalvo. We went to see him about setting up a revocable living trust, and updating our wills, power of attorney and health care directives. Before the initial consultation we had with him, we had read a highly recomm...ended book about estate planning. We had about twenty questions for Richard. He knew the answers to every one of them right off the top of his head. We thought, oh wow, this guy is amazing! He was patient too and spent quite a bit of time with us. Another thing we liked was, we wanted to customize the trust to better identify the specific needs of our family. He legally incorporated ever single one of them into the trust itself. A third thing we liked is Richard saved us from ourselves. We thought our estate planning ideas were sound from advice provided in the book. Richard pointed out several problems with our strategies that would have come back to haunt us. He won’t let you screw up! Fourth, he impressed upon us the importance of funding the trust now. The way we understand it, the trust doesn’t take effect until it’s funded. Richard provided specific instructions on how to do that, both in writing and in conversations with us. Finally, we were just as impressed with Richard’s staff as we were with him. They’re highly organized and anticipate your every need. There’s no better group of knowledgeable, polished professionals than the folks at Morgan & DeSalvo. We have recommended them to our friends already.

Richard Morgan

Replied last June 02, 2025

It was a pleasure working with you, and Wow, thank you so much for your kind words!

Posted by anonymous | February 02, 2025 | Hired Attorney

Richard Morgan - as good as it gets

Richard is the consummate professional, exceptionally knowledgeable and highly organized. As an attorney myself, I recognize another attorney who is at the top of his game. He’s as good as it gets.

Richard Morgan

Replied last June 02, 2025

It was a pleasure working with you, and thank you so much for your very kind words!

Posted by Katherine | December 27, 2024 | Hired Attorney

Comprehensive Estate Planner

Richard helped me through the stressful process of estate planning. He was exceptionally helpful in drafting my estate documents to meet my specific needs, and his expertise was evident as he helped me scale the complexity of my goals into a realistic and robust plan that addresses different possibi...lities. To be specific, I have a sister with special needs and a minor child, both of whom need would support once I eventually pass away. Richard’s thoroughness and attention to detail has given me immense confidence that their work will serve as a secure foundation for my family’s future. I truly appreciate his dedication and professionalism throughout the entire process.

Richard Morgan

Replied last February 02, 2025

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

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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