Overall Rating
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5.0 /5.0

205 Client Reviews

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Showing 1 - 5 of 18 reviews | Responsiveness

Posted by Lyndsy | August 11, 2025 | Hired Attorney

Great estate planner

We used Morgan & DiSalvo for our estate planning needs. Richard was very knowledgeable and was able to answer any questions we had. The office is very professional and welcoming, communication with the whole team was prompt and detailed. They did a fantastic job.

Richard Morgan

Replied last January 21, 2026

It was a pleasure working with you, and 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 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!

Posted by anonymous | January 30, 2023 | Hired Attorney

Richard Morgan

Richard was very helpful developing our Trust. He was always available and offered meaningful advice on the issues we were struggling with. We would highly recommend Richand and his team for your estate planning and trusts.

Richard Morgan

Replied last January 31, 2023

Thank you so much for your kind words!

Posted by David | November 21, 2022 | Hired Attorney

Estate Planning

Richard and his staff did an outstanding job in preparing our estate planning documents. He talked us through each document and was willing to answer all of our questions.

Richard Morgan

Replied last November 22, 2022

Thank you so much for your kind words!

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