Morgan Law Group Introduce
In California, where the value of assets and the complexity of family structures can be high, effective estate planning and elder law counsel are more than just a matter of foresight—they are a necessity. For residents throughout the state, having a legal partner who can navigate these intricate areas with both professional expertise and genuine care is invaluable. The Morgan Law Group, a woman-owned law firm located in Newport Beach, has built its practice on this very principle. They specialize in a comprehensive approach to estate planning, trust administration, and elder law, ensuring that families of all types have the tools and legal protection they need for today and for future generations.
The firm understands that planning for the future can feel like a daunting task, often filled with questions about asset protection, probate avoidance, and care for loved ones. Their mission is to demystify this process and provide clients with a clear, organized, and stress-free experience. As client testimonials affirm, the team, including attorneys like Erin and paralegals like Shannon, excels at translating complex legal concepts into understandable terms, making the process feel both manageable and empowering. The firm's commitment to personalized service and their thoughtful approach to family-centric legal matters are what set them apart, ensuring that each client's unique needs and concerns are heard and addressed.
This article will delve into what makes the Morgan Law Group a highly recommended choice for Californians. We will explore their accessible location, the broad spectrum of legal services they offer, and the unique features and highlights that define their practice. Whether you are a young family starting to plan for your children's future, a blended family navigating new complexities, or an individual seeking to plan for long-term care, you'll gain a clear understanding of how the Morgan Law Group can be your trusted legal partner.
The Morgan Law Group is situated at 1500 Quail St #540, Newport Beach, CA 92660, USA. This location is conveniently positioned in a professional business hub within Orange County, making it easily accessible for clients throughout Southern California. The firm's central presence serves clients from nearby cities such as Irvine, Costa Mesa, and Santa Ana, as well as those traveling from the wider Los Angeles and San Diego regions.
The firm is dedicated to providing an accessible environment for all. The office building features a wheelchair-accessible entrance, a dedicated on-site, free parking lot with wheelchair-accessible spaces, and a wheelchair-accessible restroom. This attention to detail ensures that every client can visit the office comfortably and with confidence. In addition to in-person meetings, the firm also offers online appointments, providing flexibility and convenience for those who prefer to meet virtually. The firm is also a women-owned business and identifies as being LGBTQ+ friendly, demonstrating a commitment to serving a diverse clientele with respect and inclusivity.
To ensure a high level of personalized service, the firm operates by appointment only. This policy allows the team to be fully prepared for each meeting and to dedicate their full attention to the client's specific needs, ensuring a productive and well-organized consultation.
Estate Planning: The firm provides comprehensive estate planning services, which include drafting wills and living trusts, creating powers of attorney for finances and healthcare, and providing guidance on asset protection. They specialize in planning for all stages of life, including for young adults, blended families, and those with special needs children.
Probate & Trust Administration: They expertly guide families through the post-death legal processes of probate administration and trust administration. This includes assisting executors and trustees with their legal obligations to ensure a smooth and efficient transfer of assets according to the decedent's wishes, helping families avoid common legal pitfalls during a difficult time.
Elder Law: A key area of expertise is elder law and long-term care planning. This includes legal strategies for asset protection, planning for disability and incapacity, and navigating the complexities of financing long-term care, whether through private insurance, assisted living, or other resources. They help families plan ahead to ensure that their loved ones are cared for with dignity while protecting their assets.
Special Needs Planning: The firm provides highly specialized legal services for families with special needs members. They create special needs trusts and other legal tools to ensure that a disabled individual's financial needs are met without jeopardizing their eligibility for essential government benefits.
Litigation: They represent clients in probate and trust litigation, including contentious estate disputes and other legal challenges that may arise after a death. Their experience in these matters is crucial for protecting the interests of their clients and ensuring the integrity of the estate plan.
Other Services: The firm also offers legal services related to prenuptial agreements, family wealth planning, and guardianship planning, providing a broad range of support for families at different stages of life.
Client-Centric and Compassionate Service: As noted by multiple reviewers, the team at Morgan Law Group is exceptional in its professionalism and personal approach. Clients describe the attorneys and staff as "wonderful," "upbeat," and "very professional." They are praised for their ability to listen patiently and explain complex topics in a clear, easy-to-understand manner, making a potentially stressful process feel "super easy" and "painless."
Extensive and Comprehensive Planning: The firm does not offer a one-size-fits-all solution. They are known for providing comprehensive estate plans that are carefully tailored to each family's specific needs and circumstances. This includes everything from basic wills to advanced asset protection strategies and special needs trusts, ensuring that every base is covered for their clients.
Educational Approach: The firm is committed to educating its clients. Reviews highlight how the team provides clear explanations and goes over every part of the trust in detail, ensuring that clients are confident and well-informed. This educational approach helps clients feel empowered and secure in their decisions.
Professional and Organized Process: Clients consistently praise the firm's efficiency and organization. From the initial consultation to the final signing day, the process is described as "very thorough" and "well-organized." The use of professional binders and organized materials for the final documents adds a touch of professionalism and ensures that clients can easily access their important legal paperwork.
Women-Owned and Inclusive: Identifying as a woman-owned business that is LGBTQ+ friendly, the Morgan Law Group fosters an inclusive and welcoming environment for a diverse clientele. This commitment to diversity and a caring approach is a key part of their identity and can provide reassurance to clients from all backgrounds.
Specialization in Family-Focused Law: The firm's practice is built around the needs of growing families, providing services that address the unique challenges of modern family structures, including blended families and those with special needs children. This focus allows them to provide highly specialized and effective counsel in these areas.
Address: 1500 Quail St #540, Newport Beach, CA 92660, USA
Phone: (949) 260-1400
Choosing a law firm for estate planning and elder law is a deeply personal decision that requires a high degree of trust. Morgan Law Group stands out as a top-tier choice for Californians for a multitude of reasons. Their commitment to a truly comprehensive and personalized approach means that they do not simply provide documents; they provide peace of mind. The firm takes the time to understand each client's unique family dynamic and financial situation, creating a custom-tailored plan that works when it is needed most.
The firm's reputation for exceptional client service, as evidenced by glowing reviews, is a powerful indicator of their quality. The compassionate, patient, and professional demeanor of the team makes a potentially overwhelming process feel manageable and even easy. This level of care is especially important when dealing with sensitive topics like long-term care, incapacity, and the future of your children.
Furthermore, their specific expertise in elder law and special needs planning is a critical asset in a state with an aging population and a diverse community. Their knowledge of asset protection, Medi-Cal planning, and special needs trusts ensures that clients' assets are protected and that their loved ones are provided for, regardless of the circumstances. For anyone in California seeking to secure their family’s future with a thoughtful, expert, and compassionate legal team, the Morgan Law Group is an exemplary choice that provides a high level of professionalism and a truly caring approach.
Morgan Law Group Services
Attorney
- Disability benefits litigation
- Will writing
- Estate Planning Attorney
- Probate Attorney
- Trust Administration Attorney
- Wills & Trusts Attorney
Law Firm
- Power of attorney
- Probate litigation
- Trust & estates litigation
Estate Planning Attorney
- Adult Conservatorship Legal Services
- Advanced Estate Planning
At Morgan Law Group, our experienced estate planning attorneys will work with you to draft a comprehensive and effective estate plan that leaves you and your loved ones protected. When you become our client, we’ll review your situation and determine the most appropriate estate planning documents bas
- Asset Protection Attorneys
- Asset Protection Planning
- Asset Protection Strategy
Asset protection planning is not achieved by any one specific strategy. Nor is there a “one-size-fits all” solution. The strategies that are right for protecting your assets can be achieved once we assess the type of assets you own, your specific risk factors, and the level of protection you desire.
- Asset Protection Trusts
We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, LLCs, corporations, gifting, asset segregation, and asset protection trusts.
- Assisted Living Care
- Avoiding Probate
The deceased must have ensured that all of his or her assets were properly titled in the name of the trust or properly named the trust as beneficiary in order to completely avoid probate. Call Morgan Law Group to learn more today.
- Basic Estate Planning
- Blended Family
- Children Trust
- Complete Estate Plan
- Comprehensive Estate Planning
- Contentious Estate
- Creditor Claims
- Death Estate
- Disability Incapacity Planning
At Morgan Law Group we place an emphasis on comprehensive incapacity planning, to ensure that your documents all work together as an integrated plan that will actually work as intended, during this vulnerable time.
- Elder Abuse Legal Services
- Elder Care Lawyers
- Elder Law Attorneys
- Elder Law Legal Services
Whether you are planning for yourself or your senior parents, the elder care lawyers at Morgan Law Group can help you and your loved ones prepare for the medical, financial, and legal challenges that accompany the aging process.
- Elder Law Plan
- Emergency Plan
- Estate & Trust Administration
- Estate Plan Checklist
- Estate Plan Review
- Estate Planning And Probate
At Morgan Law Group, we will take the time to get to know you and your family, taking your concerns, goals, and other issues into account as we help guide you through the estate planning process.
- Estate Planning Documents
- Estate Planning Law
- Estate Planning Lawyers
- Estate Planning Process
- Estate Planning Tools
- Estate Planning for Children
Through our unique Kids Protection Plan, you can rest assured that your children will always be protected and cared for. Remember, when it comes to your children, you can never be too prepared.
- Estate Planning for Young Adult
To learn more, download our Young Adult (Age 18+) Planning Guide where you learn what is legally necessary so you continue to have the legal authority to care for your adult child.
- Estate Settlement
- Experienced Estate Planning Attorney
- Experienced Probate Lawyer
- Family Estate Plan
- Family Trust Attorneys
- Family Trust Lawyer
- Family Wealth Planning
- Financial Powers Of Attorney
- Free Initial Consultation
- Full Estate Plan
- General Practice Attorney
- Guardianship Planning
- Incapacity Planning
- Insurance Plans
- Kids Protection Plan
- Legacy Planning
- Legal Assistance
- Legal Counselling
- Legal Documentation
- Legal Guidance
- Legal Strategies
- Living Trusts
- Long Term Care Options
- Long-Term Care Planning
- Marital Planning
- Marriage Planning
- Medical Planning
- Nursing Home Care
- Planning For Children
- Post-Death Trust Administration
- Premarital Agreement
At Morgan Law Group, we will work with you to ensure that your assets are protected should your marriage end in divorce. We understand that the premarital planning process goes far beyond the creation of a California premarital agreement.
- Prenuptial Agreements
- Probate & Trust Legal Services
At Morgan Law Group, our probate lawyers will evaluate your situation and determine the best way to reduce your costs and ensure the efficiency of the probate process. When you come to us for assistance, our primary goal is to make the probate process as easy as possible for you and your family.
- Probate Administration
- Probate Attorneys
- Probate Court
- Probate Estate
- Probate Law
- Probate Legal
- Probate Proceeding
- Probate Process
- Probate Will
- Retirement Plan
- Reverse Mortgage
- Revocable Trusts
- Separate Property Trust
- Setting Up
- Sexual Harassment Claims
- Special Needs Estate Plan
Estate planning for a child with special needs comes with a complex set of financial, social, and medical issues that some lawyers are ill-equipped to handle. At Morgan Law Group, however, our legal professionals will use our experience and knowledge of the law to develop special needs estate plan
- Special Needs Lawyer
- Special Needs Planning and Legal Services
At Morgan Law Group, we will work with you to ensure that your child with special needs will be cared for when you are no longer able to do so or pass away.
- Special Needs Trust Attorneys
- Special Needs Trust Planning
- Tax Returns
- Traditional Estate Planning
- Trust & Estate Attorney
- Trust Administration
At Morgan Law Group, we provide assistance to trustees to ensure that they can successfully navigate the trust administration process. If you are a trustee, we are available to guide you through the trust administration process and answer any questions you have along the way.
- Trust Administration Law
- Trust Modification or Amendment
Contact Us for an Existing Estate Plan Review or Book a Call to discuss your specific needs and next best step. If you are already a client of Morgan Law Group we provide a no-charge review meeting of your plan every three years.
- Trusts And Estates Law
- Wills, Trusts And Estate Planning
Elder Law Attorney
- Advanced Directives
- Asset Protection
- Durable Power of Attorney
- Elder Law Legal Services
- Living Wills
- Long Term Care Legal Planning
- Trusts
Morgan Law Group Details
From the business
- Identifies as women-owned
Service options
- Online appointments
- Onsite services
Accessibility
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
Amenities
- Gender-neutral restroom
- Restroom
Crowd
- LGBTQ+ friendly
Planning
- Appointment required
- Appointments recommended
Parking
- Free parking lot
- On-site parking
Morgan Law Group Photos








Morgan Law Group Location
Morgan Law Group
1500 Quail St #540, Newport Beach, CA 92660, USA
Morgan Law Group Reviews
teamchildrenmeetingefficientattentionpeacejobgratefulparalegalresponsive
★ 5★ 4★ 3★ 2★ 1Morgan Law Group is fantastic! Erin is a wonderful lawyer! She listened to our needs and patiently went through the choices and questions we had regarding a living trust. She explained the process in a professional manner where my husband and I could understand. Shannon was very helpful and organized. She worked with us to make sure all of our paperwork was ready for signing day and on signing day she was very thorough and went over each part of the trust with us. Erin was also there to answer any questions we had. The trust was given to us in an organized binder and in a tote bag, which was very professional. I highly recommend Morgan Law Group!
June 17 · Anna KordikI was very impressed with attorney Erin and paralegal Shannon. I wasn’t even entirely sure what I needed or wanted when I contacted the office, but I’m very happy with the outcome. Setting up a will and trust was made super easy.Erin is an upbeat, ebullient, professional. She answered all of my questions very thoroughly and is a very good listener. I never felt rushed in our meetings.I would highly recommend anyone needs any of the services they offer to call and ask to speak with Erin B.
July 09 · Duncan DuncanThe staff at Morgan Law Group is very courteous and knowledgeable. We went in to sign some documents and they took the time to walk us through each document and when I had a technical question Erin came in and explained everything. A great experience, I would highly recommend Morgan Law Group for your estate planning needs.
June 09 · Martin O'HeaMy husband and I decided to set up a trust for our family over 10 years ago and Morgan Law Group made the process easy and comfortable. Thinking of what should happen in case of future challenges is not easy, but the staff at Morgan Law Group helped us make decisions that best fit our wishes. With a trust in place, we have peace of mind that our children will have less to worry about when their parents are no longer available. The staff at MLG are caring, attentive, professional, and we highly recommend their services.
May 20 · Katrina PesekThank you to the entire team at Morgan Law for completing my Family Trust in a very timely manner. All our questions were answered promptly and professionally to our satisfaction. Special thanks to Darlynn, Shannon, Veronica, Minela and Trisha.I highly recommend this law firm.
June 30 · Mary Rees
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