Reviews

My wife and I were referred to Joe by a financial advisor who had referred several people previously to Joe. He endorsed Joe highly. We enjoyed Joe personally but I was initially surprised by the cost of having our family trust and will restated. I even returned to my advisor to ask him if the service really was worth the cost and time. He reassured me and we pressed forward. I am so glad that we did! Due to the thorough process he took us through, we now have a plan that is customized for us with protections that we had no idea even existed. We now have a proper family trust that considers all of our priorities and desires to ensure that our family assets are used the way we desire. Great work, Joe! Knowing what I know now, I would not hesitate to refer you to any family or friends that need your specific services.

My mother and I hired Joseph after my grandmothers death, and again after my grandfathers death to help us navigate the legal system in regards to wills, etc. He has been incredibly knowledgeable, kind, and considerate of us the entire time. He is also very honest and doesn’t charge for things he doesn’t need to, which is refreshing. We enjoyed working with him and will continue to in the future. I would recommend him highly.

After being denied VA Spousal Aid & Attendance benefits for my Mom, we were placed in contact with Joe through Patriot Angels. From the very beginning up through my Mom's passing and the filing of the final VA accounting, Joe has been a consummate source of support, encouragement and legal expertise. He never hesitated to take the time to answer my many questions about the complex VA process. All of his staff are fantastic as well.

Our family has been working with Joe since 2012. He helped my parents in their estate planning. We could not be more pleased with the work Joe provided for our parents. Since our original meeting we have needed consultation from time to time and Joe has always available to assist us with our needs. He listens. We trust and have confidence in his consultation.

What a GREAT experience working with Joe! He to developed my mom's estate planning and trust documents. He gave us great advice on how to execute certain transactions and what was best for everyone involved. Estate planning is not an easy task, but Joe made it a pleasure! He makes you feel comfortable and at ease. I highly recommend Joe and the Intermountain Legal Group!

We have worked with Joe since 2002, when he drew our Trust. He is thorough and a pleasure to work with. I recommend him whole-heartedly.

I have worked with Mr. Morton prior, recommend and trust him to assist any of my clients for their estate planning needs. I find him thoughtful, well-versed and dedicated to the needs of his clients. Without reservation Joe is my #1 referral for estate planning matters.

I am not going to make this review one that a potential client would read, shake their head and say, "This review is a plant." I am 70 years old and have dealt with many lawyers for one reason or another. Most of them want to make sure you know how important they are. At the first meeting Joe makes you feel that you, not he, is the most important person in the room. He is friendly and has a sense of humor. He fully listens to why you're there and ponders what he is about to say before he says it so it is in plain language and not lawyer talk. He has pen and pad and explains in detail what direction or action would be the best to take. In my current case he made sure certain things were taken care of before I took a trip so all bases were covered should something happen to me while on the trip. He is a gentleman and, one thing always important to me, he has a firm handshake and looks you in the eye when he tells you it is a pleasure to meet you. In addition to Joe, he has a wonderful office staff lead by Kathleen.

When estate planning is so important, having the best attorney is equally important. Joseph Morton III cares professionally and personally about his clients. You will never be left in the dark about any matter regarding your estate plan and planning. Factual information is what Joe provides and we couldn't be more pleased with his service.

Joseph is providing Trust related support as well as LLC structuring. I appreciate his wholesome conveyance of some very complicated/emotional life issues. I futher thank him for his personal councel during a very difficult time.

Joe has primarily assisted us with our Estate Planning, but has also advised us on a wide range of other issues. Speaking of Estate planning, I have had experience with my parent's Estate, and it didn't compare with the presentation and professionalism Joe exhibits. I highly recommend Joseph Morton III and his team to everyone.