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

5.0 /5.0

205 Client Reviews

Avvo

5.0

(130)

Lawyers.com

5.0

(75 )

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Star rating
5 stars 129 4 stars 1
3 stars 0
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1 star 0
Practice Areas
Estate Planning (109) Wills & Living Wills (45) Trusts (39) 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 1 - 5 of 9 reviews | Trustworthiness

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 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 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 Robert and Jennifer | September 23, 2019 | Hired Attorney

Estate/Wills/Trust Planning

We had a lot of questions and needed a clear understanding of what the best path would be for our estate/wills/trust. Richard was extremely helpful in providing advice and direction for us as well as what would be best to protect our assets for our daughter. We came away with a strong sense of securi...ty for our family and know that we have a partner to guide us through anything that may come up in the future. We highly recommend Richard!

Richard Morgan

Replied last September 23, 2019

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!”

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