Client Success Stories

Not only are we hugely confident in Morgan Law Group’s expertise in the designing of the best estate plan for us, but Darlynn and her staff have been thorough and attentive beyond our expectations...
-- Eric & Patti W., Fountain Valley

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)

Client Success Stories

It was great. We were made to feel very special. Everything went so smoothly. It was so easy to understand what was going on.

-- Ron & Cookie D., Costa Mesa

Darlynn and her staff are very warm and caring. They attended to every detail -- exactly what I wanted. It's reassuring to know that I'm always able to rely on them in the future.

-- Nancy B., La Habra

We had set up a family trust a few years back with another lawyer and were not happy with the service at all. A friend of ours referred us to Morgan Law Group so we decided to set up an appointment to have our trust reassessed at no cost to us. Our experience with Darlynn and the Morgan Law Group has been nothing but the best. Darlynn was thorough in explaining, in her professional opinion, what needed to be done, and what we could do without. She was honest and upfront about what we could expect, and provided great insight to protecting our assets.

Veronica was so helpful in preparing and explaining everything in advance, all we had to do was show up and sign on the dotted line. I would highly recommend Morgan Law Group to anyone who is looking for an understanding, professional family estate planner who really knows what they are doing.

They not only met, but exceeded our high expectations of customer service.

-- Michelle Y., Irvine

Like most families out there, we all know we need to plan for our children’s futures yet life today tends to get in the way of doing so. With a 5 year old and 3 year old triplets we knew we had to get our affairs in order. Our road blocks came with finding the time, ... and everything else that goes with life.

Darlynn and Veronica were wonderful! They went above and beyond planning our trust for us, they enabled us to get everything done in spite of our life’s craziness. They planned and worked with us as if we were friends trying to merge schedules for a get together! They worked around schedules... When things got too crazy on my end Veronica was always there the pick up the dropped pieces and walk me through all the steps.  If it had all been left up to me I may have put it off even longer. Darlynn and Veronica both have families and understood and were very helpful and friendly throughout the entire process. They made the whole process simple, quick and easy. I have such a sense of relief knowing that my family is protected and all it really took was a phone call. I can’t thank you two enough for all your help!

-- Tanya M., Lake Forest

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 truly cares, and it comes through. I am happy to recommend Morgan Law Group whenever I talk with someone who needs these services.

-- Michael S., Irvine

Just prior to leaving on an international trip, my husband and I realized that we had to look at our affairs and update our outdated estate planning papers.  We called on Morgan Law Group and were immediately ushered into a professional and timely sequence of meetings that gently guided us in gathering our varied financial assets and coordinating them on one document so we could move effortlessly through a series of questions that would achieve our estate planning goals.

We are more than satisfied with the result of our time with Darlynn and her team—we feel secure and prepared for the future. We highly recommend the estate planning services of Morgan Law Group.

-- Becky T., Newport Beach,

We had a great experience from beginning to end!  Darlynn and Veronica were wonderful to talk to and so down to earth.  The office worked with us to set up an appointment that was convenient for us and we so appreciate that.  Veronica quickly took all of my calls and Darlynn answered my many questions with a smile.  I love how our binder is so organized, well prepared and well thought out.  My husband and I really appreciated the choices we had with regard to payment--Darlynn and her staff really made us feel like we could afford to do this.  I also really like how everything falls under the one flat fee, instead of charging clients like us for every question or call.  Thanks Darlynn, Veronica and the whole staff!

-- Vance & Ginny C., Portola Hills

Our experience with Morgan Law Group was an excellent experience - we had our trust re-stated and felt very comfortable with all of our meetings with Darlynn  … with Morgan Law Group we understood everything that was presented to us and felt our trustees could pick up our restated trust and understand our wishes - we also liked the meetings and how information was presented to us - another plus was when Darlynn gave us her professional recommendations even if we did not agree with all of them - the set fees rather than hourly fees were a very positive thing for us - and finally - the notebook we received with our trust in it and the spread sheet at the front was great - we will definitely recommend this firm to our family and friends.

-- Barbara M., Costa Mesa

Our experience with the firm was wonderful... Darlynn was extremely knowledgeable and thorough, very open and easy to work with. She was patient with our many questions and answered all of them in depth, in a way we could understand, which helped us make the right decisions. Veronica was also very thorough, flexible and helpful.

-- Liz & John S., Foothill Ranch,

Not only are we hugely confident in Morgan Law Group’s expertise in the designing of the best estate plan for us, but Darlynn and her staff have been thorough and attentive beyond our expectations.

-- Eric & Patti W., Fountain Valley