Passionate Estate Planning Attorneys

Richard Morgan and Loraine DiSalvo formed a partnership because of a shared passion for helping all kinds of Georgia families create sound plans for the inevitable changes that happen in life. Morgan and DiSalvo strongly believe that every person needs and deserves complete and carefully customized estate planning services, and they’re dedicated to providing these services and protecting the interests of their clients with every change that happens throughout their lives, and beyond.

Morgan and DiSalvo deeply care about their clients, and their clients’ families. It’s this compassion, combined with their expertise in estate planning, tax law, and dispute resolution, that has earned Morgan & DiSalvo one of the highest Martindale-Hubbell Peer Review Rating possible for every year since the firm’s creation in 1995, and has made them Atlanta’s best choice for total estate planning services.

For more information on Morgan & DiSalvo’s exceptional attorneys, please click the links below.

Attorneys

Our Team

What Our Clients Say

“Richard does not just handle matters; he develops relationships with his clients. He takes great care in truly understanding what is important to them and advises and drafts accordingly, seeking to minimize current and future conflict all along the way.”
Shari Martin, Principal at Diversified Trust Company

“Loraine is a true expert in the estate planning arena. When one of my favorite clients needed to update her family trust, I recommended Loraine. We had a great three-way meeting to discuss the plan and were able to implement it immediately. Loraine has the coveted ability to distill complicated concepts into the bare essentials. I enjoy working with her and have received rave reviews from my clients. Whether you need a simple will or trust… or have a complex estate planning question, you can be 100% confident that Loraine will be able to assist you.”
Jennifer Heal, Financial Advisor

“I highly recommend Loraine for her expertise and knowledge in estate and legal planning. Not only is Loraine highly knowledgeable, but she stands behind her work and goes above and beyond to provide service after the sale for her clients.

I had some difficulty retitling some of my assets and Loraine proactively picked up the phone and took action on my behalf with some of my account holders. Talk about service!!! I would recommend Loraine for anyone seeking to build a lasting relationship for legal advise and services.”
Melissa Graybeal, Strategic Account Manager at Monster

“Loraine DiSalvo is a pleasure to work with. Her knowledge of estate issues and health care directives is extensive. She sensitive to the difficult areas and explains the legal terms in a manner comprehensible to the average person. Ms. DiSalvo made our will preparation easy and her office is very efficient. Ms. DiSalvo was recommended to us by our financial planner and I would highly recommend her and her firm to all.”
Mary Quat, Director of Foundation Relations at Kennesaw State University

“Richard Morgan lives up to the “passionate estate planning” claim. When spending time with us, he concentrated on the substantial issues and our questions. His explanations were evidence of extensive experience with other clients. Documentation was complete, fully organized and extensive–offered to us electronically or hardcopy. He made our estate planning process relatively painless.”
Dennis, an Estate Planning client

“I have always been in doubt of ratings that were checked excellent in all categories; however, I can not find a category in which Ms. DiSalvo did not rate a top score.

We recently needed an updated will and we were most satisfied with Ms. DiSalvo. In addition to competence, she demonstrated much patience and skill in explaining to us rather complex issues and answering our many questions, both verbally and in writing. She thoroughly explained the various options and never did I feel pressured or influenced to make a decision. Above all, I felt that she had a sincere caring attitude and was someone we could trust. Based on our experiences, I have no reservations in recommending Ms. DiSalvo.”
Barbara, a Wills client

Google Reviews

Excellent for Estate Planning! Richard is very personable and knowledgeable. He spent plenty of time with me understanding my needs and outlining my options. I am very happy with the service I received!read more
Lisa B
Lisa B
19:32 14 Aug 17
I have been using Morgan & DiSalvo for my family's estate planning needs for over 15 years. We are now in the process of coordinating the estate planning needs for my special needs brother. I would not trust anyone other than Morgan & DiSalvo to handle this matter.read more
Larry B
Larry B
19:54 19 Sep 17
She was very thorough, professional and kind. She was patient and detailed in the explanations we needed. We were very pleased with our experience and the document she prepared.read more
David Fincher
David Fincher
19:06 07 Mar 17
Richard Morgan helped my husband and myself with wills and estate planning. Richard broke it down into layman terms. He spent as much time as necessary to explain estate planning and the many confusing terms. Even when we had to ask the same question multiple times. He always made us feel comfortable and I enjoyed working with him. I highly recommend Richard Morgan for wills and estate planning. read more
Melody Roche
Melody Roche
00:07 02 Dec 16
I had a very peculiar family situation needing unusual estate planning. I had Loraine DiSalvo handle this planning and she did it beautifully. The service of her firm was exemplary and Loraine was completely knowledgeable and helpful in make all the detailed decisions, of which there were many. I highly recommend this firm to handle any of your estate planning needs. You won't be disappointed; I sure wasn't!read more
Bradley Crowley
Bradley Crowley
14:44 24 Aug 16
Richard is very knowledge and was patient in explaining Georgia trust law.
Patricia Lee
Patricia Lee
12:47 05 Nov 17
We have used the services of the firm for 2 different legal document preparation situations. The professionalism and support delivered both times were STELLAR. Grateful to both Loraine and Allison for their guidance.read more
Mark Streit
Mark Streit
15:32 18 Dec 17
Richard Morgan, partner at Morgan & DiSalvo was personable and professional. He was extremely knowledgeable with setting up our Trusts and Wills. We would highly recommend him to our family and friends.read more
Marty Amschler
Marty Amschler
23:57 27 Dec 17
I went to Loraine DiSalvo to revise my trust and other estate documents. She was very personable and knowledgeable and a pleasure to work with. She kept up to date on all the tax law changes that were under review in congress and how those might affect my situation. She took the time to get to know my situation and me and spent time in the office, on the phone and in email exchanges to answer all my questions. I received much better counsel from her than my previous estate lawyer and am very happy with the service I received. Her staff is also great. I wholeheartedly recommend her and her firm.read more
Lea A
Lea A
18:22 30 Dec 17
We hired Richard and his team to do our Estate and Trust work. Here are the key highlights:We phone screened 10 firms that were recommended or had great reviews online. We then interviews 3 in person. We selected Richard because he was knowledgeable, passionate, responsive, and had a very well organized office manager.Richard’s price was about 25-50% higher than the other firms we interviewed but we clearly saw the expertise and personal customization he offered to make the documents do what we wanted. We are frugal people but we saw a huge difference in his strategies and approach.He exceeded our expectations in every way and was well worth the fee he charged. Specifically, he gave us unlimited time and patiently explained his process and thinking in terms we could understand, answered long emails with complete and detailed responses, made sure he was clear on our intent, helped us vet corporate trustees, and coached us through several difficult decisions about our family.Richard and his partner Lorraine have deep subject mater expertise that I am sure will save our family millions of dollars in taxes.He gave us real confidence about our estate plan. We will continue to work with Richard as our family grows.Great lawyer. Great team. Great service. Great work. Great value.Real customer.read more
Hassan Rifaat
Hassan Rifaat
03:54 12 Jan 18
Richard helped my wife and I put our Wills together with the Estate plan we were comfortable with. He explained all the options, nuance and implications of each decision. He spent all afternoon with us instructing us. His passion for this aspect of the law is obvious. He is up-to-date with the latest changes in the law. (He'll gladly review each law's 200-year history if you wish. 🙂 Yes, he's that passionate about it. I'm no longer losing any sleep over this as I know this base is covered!read more
Dave Dunn
Dave Dunn
21:20 27 Jan 18
Morgan & DiSalvo, P.C. is a highly professional, hands-on law firm that strives to produce the best estate plan possible which is tailored to their clients' needs and desires.My wife and I recently retained Morgan & DiSalvo, P.C. to prepare an estate plan for us. This was a pleasant experience in every respect in that this law firm and all of the attorneys and staff who work there were courteous, professional and knowledgeable, and were a pleasure to deal with during this entire process. We were particularly pleased with the personal attention we were given and we greatly appreciated the thorough and understandable explanations we received of the sometimes complex estate planning provisions that were involved in this estate plan. The process and resulting documents produced covered all aspects of a comprehensive estate plan, including estate tax planning, and we feel we are now taken care of in every aspect of our estate and its ultimate disposition.I would highly and enthusiastically recommend Morgan & DiSalvo, P.C. for all estate planning needs for any individuals.read more
Dennis Dolan
Dennis Dolan
18:43 10 Feb 18
I met with Richard Morgan and was thoroughly impressed with his knowledge of Trusts and Estates. Most importantly he has an obvious passion and interest in this subject which becomes obvious the longer you talk to him. Excellent Attorney and law firm as a whole. I could and would not trust anybody else with my family's future when I am no longer around.read more
Mansoor Ansari
Mansoor Ansari
19:16 20 Feb 18
My wife and I went to Richard not knowing what to do, or who to contact regarding our planning for the parts of life no one wants to talk about. Just a few minutes in, we realized we had hired the right person. Not only did he explain everything that they would do, but he walked us through scenarios and expanded scenarios to ensure that we were given the best possible plan to meet our needs. He walked us through each step, and I will admit, we must have been annoying. We had so many questions, and he answered them all. He did it honestly, and quickly. He responded to our emails very quickly, and made us feel very comfortable. That is hard to do when you are talking about such emotional issues. When all was said and done, we felt very proud that we had taken the necessary actions to ensure our family will be taken care of if something terrible were ever to happen.read more
Luis Rivera
Luis Rivera
16:32 01 Mar 18
Extremely comprehensive and thorough. They do take a little long to prepare your documents but it is very worth it for such an important issue. Great attention to detail! Highly recommend for estate planning and will/trust formation.read more
jkonzelmann1
jkonzelmann1
14:20 23 Apr 18
Morgan & DiSalvo helped my wife and I prepare an updated Will and Estate plan as we enter our senior years. We were delighted with their personal and down to earth style in walking us through the myriad of options and alternatives as well as spurring our thought processes as we reviewed our various needs and family interests. We would recommend their services without reservation!read more
dan graveline
dan graveline
14:52 28 Jun 18
This was my first time creating a Trust, Will and Estate Planning. I had a lot of questions and Richard took the time to answer all of them. He made sure I was comfortable with the information and presented me with the various options to consider. The completed documents were very thorough and comprehensive. His team is great to work with as well and I will definitely recommend him to friends.read more
Jim Holder
Jim Holder
19:20 29 Jun 18
Mr. Morgan is very professional on could not be more informed or up to date on trust law in Georgia. Highly recommend!
Jack Winters
Jack Winters
16:06 09 Jul 18
Richard Morgan prepared our trust and wills. Although I was slow with getting him information his office was very understanding and patient. He took as much time as we needed to understand the implications of what we had set up. We couldn't be happier with their service and professionalism.read more
Bill House
Bill House
18:01 28 Jul 18
Lorraine understands and knows all there is to know about estate planning, trusts, and all related topics. Not only is she well informed, she patiently discusses all options and their potential outcomes. She’ll be your sounding board for any related and unrelated issues. I can’t say enough to accurately describe her legal and human acumen.read more
Susan Kolotilin
Susan Kolotilin
15:59 30 Jul 18
Richard helped us navigate the creation of our will which included the complexity of a special needs child. We had put this off for so long because the task is daunting. Richard is very passionate about his work and was very helpful in relating the information to us to help make the process easy. We are grateful for your service.read more
T Simonds
T Simonds
15:39 22 Aug 18
Loraine and her staff were a pleasure to work with! She was very astute in explaining the process and why we needed to do things a certain way. I would highly recommend her for your will and estate planning needs.read more
Rebecca Kirson
Rebecca Kirson
22:44 22 Aug 18
Richard Morgan evaluated our estate situation with our specific needs in mind. He reviewed our previous estate documents and focused on our priorities. He is quite knowledgeable and current with regard to estate law and has invested a great deal of time and effort to build a web site that is educational for the consumer. His communication is clear, direct and effective. His staff is courteous and friendly. He updated and amended living revocable trusts for our family and created wills, powers of attorney and healthcare directives. He made the process straightforward and was able to communicate his strategy in ways that were quite understandable to the average layperson. We felt that we were in excellent hands throughout the process. Our advice: Do your homework before selecting a good estate attorney, as we did. We highly recommend Richard Morgan.read more
James Lucarini
James Lucarini
21:57 10 Dec 18
We are so very pleased with the result of our experience with Morgan and DiSalvo in general and Richard Morgan in particular. From our initial meeting to discuss our needs to the completion and signing our documents, we felt that not only were our questions being answered but were given options to address questions we never even considered. Our situation required addressing a number of "what if's", many we were of aware of but even more so, things we were unaware of! Richard's knowledge and experience have given us the peace of mind we wanted dealing with our wills and estate. We are confident that our planning needs and wishes have been met. We have recommended Morgan and DiSalvo to all our friends in need of estate planning, wills and trusts.Robert and Eva Krugmanread more
eva krugman
eva krugman
15:37 02 Feb 19
My wife and I used Richard Morgan to set up a trust. He is very knowledgeable and also is able to explain the complex strategies to a layman. Despite his spending much time with us, we never felt rushed. Our financial advisor has worked with numerous trust attorneys over the years and was very impressed with his work. Most professional and I would recommend him without reservation.read more
Eric Wolf
Eric Wolf
23:39 04 Feb 19
My husband and I used Richard Morgan for our estate planning. He is welcoming, knowledgeable and able to explain the complexities of setting up a will and trust so we could understand the best approach for our family. His team ensured we had time to review our documents and ask questions before everything was finalized. Most professional and I would recommend him without reservation.read more
Kristen Lady
Kristen Lady
20:22 21 Mar 19
Mr. Morgan and his entire team walked me through the process of Will preparation and made sure I was informed and comfortable throughout. I particularly was grateful for being kept in the loop by having draft documents sent to me for review in a secured electronic folder. As a former attorney, it is clear that Mr. Morgan knows Georgia Estate Planning law inside and out, and I would not hesitate to recommend his firm's services to others. One final note - many attorneys forget they are attorneys AND counselors at law. Especially when it comes to this focus area of the law, that second part is very important when it comes to hiring a professional to assist you. Mr. Morgan clearly understands this, and it makes all the difference in the world.read more
Dean Pilkington
Dean Pilkington
19:47 02 Apr 19
We new nothing about estate planning and put our trust in doing so with Morgan and DiSalvo. From start to finish every step of the estate planning was explained clearly and efficiently. Besides being so professional they were very friendly & genuine. So glad we found them. Thank you so much!!read more
Donna Allen
Donna Allen
21:11 02 Apr 19
Such a pleasure working with Richard Morgan and his firm. They were professional, efficient, honest, and thorough. I highly recommend them.read more
Kerrie Napoli
Kerrie Napoli
20:09 09 Apr 19
Both Lorraine and Richard have been wonderful to work with. From helping me to understand the legalese to helping me get things done when the occasion arose, they were there for me. Anytime I left their offices I felt as if they treated me as if I was a member of their family. Richard has made sure that I understand how the law works in my situation and has given me the guidance that has proven that he knows his business. Lorraine has helped me work through legal matters so that any stress I had was lifted. I highly recommend them.read more
Regina N
Regina N
21:31 10 May 19
Excellent service, very thorough, so glad I found you! Also thanks for the referral to other great professionals! Much appreciated.read more
Tracey Grace
Tracey Grace
14:53 24 May 19
There are companies out there who charge virtually nothing to do a simple will online, but you're putting yourself and your assets at great risk by not hiring an attorney who knows the laws in your state to do your estate planning properly. Yes, estate planning can be a daunting process, which is why a lot of people (like us) put it off endlessly, but it's absolutely necessary. Once we made the decision to plan for our futures and the futures of our children, we searched for reviews of local estate planning attorneys and quickly found Loraine DiSalvo and all her glowing reviews.Based on our experience working with Loraine, she 100% earned every glowing review. The initial free consultation was far more thorough than we expected. Loraine is an expert who has thought of everything, and she helped to guide us through the decision making process with the tough questions we needed to consider. We ended the initial consult by leaving a deposit. We were told there was a several-month pipeline to get our estate planning paperwork done. This is a good thing for two reasons: 1) the last thing you want in any expert is someone who's sitting on their hands waiting for work; and 2) it gave us the opportunity to think of and ask any other questions we didn't think of initially.The timing for completing our estate planning docs came in right on target. We went to the office to meet with Loraine again, where she took the time to answer any remaining questions and explain, in painstaking detail, what each paper was and why things were worded in the way they were.Loraine and all her staff were incredibly professional every step of the way, up to and including the way the signed papers were delivered to us - overnight, in a binder, fully organized.I cannot possibly give a higher recommendation for this law firm. If you want to do estate planning (and you NEED to do estate planning), this is unquestionably the right firm to get it done.read more