Reviews

Overall rating

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5.0 21 reviews

Kent

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12 Oct, 2024
Richard Morgan and team provided timely and professional service. Richard listened and asked lots of questions to ensure we received advice and made decisions that fit our needs. He took time to explain how things worked. In our case, we selected Revocable Living Trusts for our estate plans. Richard and team delivered high quality documents on the initial drafting. The document reviews and execution were efficient, and the executed documents were delivered to us timely in electronic files and professionally organized and bound hardcopy. I highly recommend Morgan & DiSalvo
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Jim

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16 May, 2024
Richard and his team did an excellent job writing our wills for us. He explained many different things in a way that we could understand so we could make informed decisions. We would definitely recommend him to all.
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Sallie

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30 Apr, 2024
I was referred to Richard by my previous estate lawyer who recently retired. He knew Richard through the professional organization and some work that was done. Richard listened to what I needed done and asked the right questions. He has given me an easy path to follow to complete my tasks to truly get my trust and estate where everything needs to be. I know the people at Morgan and DiSalvo will be available if questions come up and I need some support.
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Vivek

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07 Apr, 2024
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 over 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.
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Wendy

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10 Mar, 2024
Richard explained complicated information in a way that was easy to understand. He was patient with us when we had questions and made the process less stressful for us. I would highly recommend him and his firm for all your estate planning needs.
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Ronald

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15 Dec, 2023
I am pleased to report my extraordinarily excellent experience with attorney Richard Morgan. I was referred favorably to Mr. Morgan by a friend who also consulted with him regarding a will and formulation of a revocable trust. Upon my first consultation, Richard explained how the revocable trust would operate to my advantage. After hiring him, he outlined the steps necessary to establish the trust, one by one, and spoke with language that was easily understandable. His knowledge of estate, trust, wills, and probate law is unsurpassed; his answers to my questions were immediate. Richard Morgan’s presentation, office, and staff are simply the best. This is the attorney you should hire.
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Brad h.

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13 Dec, 2023
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.
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Jenna

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14 Nov, 2023
Richard did an phenomenon job explaining and preparing my Estate Planning. He was very thorough and professional in every aspect of this process. I would definitely recommend his services to others.
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Anonymous

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05 Oct, 2023
Richard Morgan did an excellent job explaining and preparing our RLT for Family Estate Planning. He was very thorough and professional in every aspect of this process. I would definitely recommend his services to others.
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Steven

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19 Sep, 2023
Richard Morgan of Morgan & Disalvo handled my estate planning. Richard is very knowledgeable, easy to talk to and explains things very well even though the topic is complicated. His staff was very nice and easy to deal with and I felt comfortable in all communications with this law firm. Highly recommend.
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Paula

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19 Aug, 2023
Richard is amazing to work with and explained everything thoroughly. All questions answered with such clarity. A Very knowledgeable attorney and easy to work with.
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Dean

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13 Aug, 2023
Very professional, patient, courteous, and extremely knowledgeable. We updated our Wills, Powers of Attorney, Advance Directives for Health Care, and created separate Revocable Living Trusts. Richard, Loraine, and staff were very personable and responsive. Would highly recommend Richard for your estate planning needs.
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