Brand Certified
Morgan and DiSalvo, P.C.
5.0(155 reviews)
Certified by Morgan and DiSalvo, P.C. • Mar 01, 2026
Business Details
5755 N Point Pkwy #17, Alpharetta, GA
30022, United States
Certified by Morgan and DiSalvo, P.C. • Mar 01, 2026
(678) 720-0750
Certified by Morgan and DiSalvo, P.C. • Mar 01, 2026
https://morgandisalvo.com
Certified by Morgan and DiSalvo, P.C. • Mar 01, 2026
About
Certified by Morgan and DiSalvo, P.C. • Mar 01, 2026
Estate Planning AttorneyFinancial Law AttorneyTrusts & Wills Attorney
Being recognized among the most trusted estate planning attorneys in the state of Georgia is only part of what sets us apart from other local law firms. We have been serving clients throughout Atlanta, Roswell, and Alpharetta since 1995. We build relationships with our clients and assist them in planning for life and death matters. Whether you need help with drafting a will or power of attorney, estate planning, or business succession plans, we are here to help! Life changes and we help you plan for it. Call us today to schedule a consultation!
Details
- Requires appointmentNot available
- Online appointmentsAvailable
- Onsite servicesAvailable
- Free parking lotAvailable
Location
Certified by Morgan and DiSalvo, P.C. • Mar 01, 2026
Hours
Certified by Morgan and DiSalvo, P.C. • Mar 01, 2026
Reviews
5.0
155 reviews
5 stars
155
4 stars0
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What are people saying?
AI-generated from recent customer reviews
Expertise
Customers consistently praised the firm's deep knowledge of estate planning laws and their ability to explain complex concepts clearly.
Customer Service
Clients highlighted the professionalism, responsiveness, and patience of both attorneys and staff throughout the estate planning process.
Thoroughness
Many reviews noted the comprehensive nature of the services provided, with detailed attention to individual client needs and thorough documentation.
Positive Experience
Overall, clients expressed high satisfaction with their experiences, often recommending the firm for its supportive and educational approach.
- JWJim WallaceFeb 19, 20265.0We needed to update our estate documents from 2007. Thank goodness we decided to trust Morgan and DiSalvo. Richard listened to our needs, and then prepared a comprehensive solution that included an entire package of will, trust, power of attorney, Health Care Advance Directive, and all ancillary documents that were needed. The firm also contacted relevant outside parties that were affected. Thanks so much for a great experience.
- WOWilliam O'ConnellFeb 5, 20265.0My wife and I just wrapped up our estate planning with Richard and we could not be more pleased with the results. The Trust and related documents are all completed and extremely thorough, and we learned quite a bit in the process. Richard's experience and understanding of the financial issues were first rate, and as two CPAs we appreciated his experience and knowledge. Richard understands and explained all we needed to make a truly informed decision on what we needed to protect our family and resources. Richard and his staff made us feel welcome and respected during the process. Morgan & DiSalvo was truly a great find for us.
- JDJoyce DoyleJan 20, 20265.0I used Morgan and DiSalvo Estate Planning for Trust planning and creation. Richard walked us through each step of the process with straightforward explanations and willingness to clarify any issues. He combined an intricate knowledge of the current laws and requirements with warmth and friendliness. I really appreciated that. Everything was handled smoothly, in a timely manner and with the utmost professionalism, including interactions with his wonderful staff. We feel confident in our choice to use this firm and will do so for any necessary updates or revisions. A definite 5 star. I highly recommend.
- EDE. D.Nov 26, 20255.0Three generations of our family have relied on Morgan and DiSalvo for our estate planning and health care powers of attorney. It's hard to imagine a more thorough, personalized, and professional firm.
- CBChristine BellOct 6, 20255.0We had a great experience with Richard Morgan and all of the staff at Morgan and Disalvo. Richard was extremely thorough with all of our estate planning options, and he was an excellent resource as we were going through the process. He provided great advice, detailed explanations, and high expertise for our personal estate planning needs and goals. Everything moved very smoothly from our initial meetings, to the review, and finally the signing of our estate planning documents. We would highly recommend Richard Morgan (and all of the staff at Morgan and Disalvo) as the entire estate planning process was organized, efficient, and effective.
Frequently Asked Questions About Morgan and DiSalvo, P.C.
What is the price to update a Will?
It depends on the complexity of your plan, and whether you need or want a Will or Revocable Living Trust (RLT) as your primary estate planning document. We have a list of standard fees for various packages of documents, but the final fee for any given client depends on exactly what documents that client decides to have us prepare and how the plan contained in those documents is structured, and we don't know that until we have had an estate planning consultation with the client so that we can learn enough about the client's wishes, assets, and family situation to help them develop a plan that best suits them.
What is Probate?
Probate is the process by which a deceased person’s Will is formally recognized as valid by the applicable Probate Court. The Probate Courts themselves advise people to retain the services of a good probate lawyer whenever they delve into estate matters. The best way to be certain that the wishes of the deceased will be carried out to the letter, and that beneficiaries will receive what is due them in a timely manner and without excessive taxation, is to engage the services of a qualified Atlanta probate law firm.
How do I sell an estate property that has a lien?
As the Executor of the estate, you can negotiate for the sale of the property held by the estate. If the property has a home equity line on it, the balance due on that loan will need to be paid off, either before the sale or as part of it. It's something a real estate closing attorney should be able to help with- it's no different than selling any other property that has a loan on it, except that you'll be selling as the Executor of an estate instead of as the individual property owner.
What state should I file probate in?
What you need to know to determine where a person’s Will should be offered for probate is where their principal residence was located at the time of death or, in more technical terms: Where they were domiciled? The answer to this question is not always easy, but basically, you look at things like: Where were they registered to vote? Where was their driver's license issued (and where were any other licenses they may have held issued)? Where was their job, if they had one? Where did they most often stay? Where was their vehicle registered? Where were their memberships in such groups as a house of religious worship, social clubs, or professional groups? What address did they use to file income taxes?
What sets you apart from other local estate attorneys?
Morgan and DiSalvo, P.C. is led by attorneys Richard Morgan and Loraine DiSalvo. Their reputation for personal service and compassion, combined with their expertise in estate planning, tax law, and dispute resolution, has earned Morgan and DiSalvo the highest ratings from multiple attorney rating agencies, including the well-respected Martindale-Hubbell Peer Review Rating every year since the firm’s inception in 1995. Additionally, the firm is recognized by Best Law Firms as one of the few firms in Georgia to achieve its “Tier 1” Best Law Firms rating in the area of Trust and Estate Law.
What services does Morgan and DiSalvo, P.C. offer?
They offer estate planning, estate gift and tax planning, business succession planning, charitable gift planning, estate administration, estate and trust disputes, collaborative dispute resolution, long term care planning, and special needs planning.
What are the office hours for Morgan and DiSalvo, P.C.?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on weekends. Office hours are currently available by appointment only.
How can I contact Morgan and DiSalvo, P.C.?
You can contact them by phone at +1 678-720-0750 or email at info@morgandisalvo.com.
What payment options does Morgan and DiSalvo, P.C. accept?
They accept American Express, Cash, Check, Discover, MasterCard, and Visa.
What sets Morgan and DiSalvo, P.C. apart from other estate attorneys?
The firm is led by attorneys Richard Morgan and Loraine DiSalvo, known for personal service, compassion, and expertise in estate planning, tax law, and dispute resolution. They have received top ratings from multiple attorney rating agencies since 1995 and hold a Tier 1 Best Law Firms rating in Trust and Estate Law in Georgia.
What is probate and why might I need a probate lawyer?
Probate is the legal process where a deceased person's Will is officially validated by the Probate Court. A qualified probate lawyer can help ensure the deceased's wishes are accurately fulfilled and beneficiaries receive their due share timely and without excessive taxation.
Where is Morgan and DiSalvo, P.C. located?
Their office is located at 5755 N Point Pkwy #17, Alpharetta, GA 30022, USA.
Are there any nearby legal or real estate services close to Morgan and DiSalvo, P.C.?
Yes, nearby legal services include Dickenson & Dickenson Law, Titus Law, LLC, and Oles Law Group. Nearby real estate agents include Mary Lesley Homes, Com and Walther Law, LLC, which also provides real estate law services. These can be useful for clients needing related legal or property assistance.
What nearby services are available for health and wellness if I visit Morgan and DiSalvo, P.C.?
Nearby health and wellness services include Trinity Psychological Services and Trinity Psychology & Wellness for mental health, Alpharetta Endodontics PC and Douglas A. Sands for dental needs, and Bloom Aesthetics & Wellness for medical aesthetics and pharmacy services.
What local amenities can I visit around Morgan and DiSalvo, P.C.?
Nearby you can find North Point Marketcenter for shopping and professional services, North Point Eye Care for eye care needs, Haus of Glow Beauty Bar for spa services, and SoPosh Artistry for beauty and makeup services. These places can be convenient if you are visiting the area for your appointment.
Brand Certified Facts from Morgan and DiSalvo, P.C.
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Certified March 01, 2026Yext Knowledge Graph
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