Client Success Stories

My wife and I were ‘first timers’ and had a lot of estate planning questions, especially relating to protecting our two young boys. There is nothing scarier than the thought of what would happen to your children if you were gone. Darlynn...
-- Michael S., Irvine

Need Probate?

Have you been told that you need “Letters Testamentary” in order to access your loved one’s accounts? Then that generally means that the institution you are dealing with needs legal documentation from the probate court.

Generally, a probate is required when the person who passes away holds title to assets in their name alone which have a cumulative value in excess of $100,000.

Typically, the following assets would NOT need to go through a probate: (1) Assets held in joint tenancy (if the remaining joint tenant is still alive); (2) Accounts held as “Pay on death” or “in Trust for” accounts; (3) Retirement accounts which pass to a living designated beneficiary; (4) Life Insurance proceeds which pass to a living designated beneficiary; and (5) Assets titled in a Trust. (more)


As we know from personal experience, dealing with the death of a loved one can be traumatic. And every family faces its own unique set of challenges. With many emotions, it is difficult to think clearly. Often, it’s hard to know where to start.

In the midst of the emotional turmoil, there are many legal and financial details that must be handled. Instead of attempting to navigate these requirements on your own, this is a time to reach out for assistance. More than ever, you need a lawyer that you are comfortable with and who will come alongside you to ease the stress and confusion and navigate all of the requirements with you.

Morgan Law Group is experienced at administering estates, trusts, wills, probate and more. We work with the family and other advisors to transfer assets as quickly as possible, resolve outstanding issues, and ensure that all legal requirements are satisfied within the legal deadlines.

Attorney Darlynn Morgan has been practicing law in southern California for over 13 years. She started Morgan Law Group in July, 2005 because she saw a need; and she saw that her unique story and talents could be used to make a difference in the lives of her clients.

Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review and was awarded the American Jurisprudence Award for Community Property and Family Law. After graduation, Darlynn served as a judicial law clerk to the Honorable John E. Ryan, a federal judge in the 9th Circuit from 1996 - 1997. She subsequently practiced at a premier business litigation firm in Orange County.

Darlynn is a member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys and other legal, tax and business professionals who maintain the highest level of knowledge and expertise through collaboration and continuing their education on advanced planning topics.

In 2007, Southern California Lawyer named Darlynn a Super Lawyer, which is awarded to the top 5% of lawyers in southern California. Darlynn is frequently quoted and published in various publications including the Daily Journal.

Darlynn’s husband and son, Gary and Britton, are her daily inspiration.