Settling a trust in California? Book your free next steps call.
Tell Veronica, our head paralegal, where things stand. In 15 minutes you'll know what our firm can take off your plate and whether a meeting with attorney Darlynn Morgan is the right next step.
…we thought it was too complicated, turned out it wasn't because they did all the work and put our minds at ease.Arlene N.
Darlynn Morgan, Attorney and FounderCalifornia attorney since 1996Super Lawyers since 2007Martindale-Hubbell AV PreeminentCreator of Trustee Roadmap“Since his passing this year they have been nothing but supportive and provided much needed guidance to ensure all necessary steps were taken.”
Darcy Q., after her father died
Nobody teaches you how to be a trustee.
Being named trustee usually means a binder you didn't write, accounts you've never seen, family members with questions, and a worry in the back of your mind about getting something wrong. It all arrives right after a death in the family.
You don't need to have it sorted out before you call. You don't even need to know what to ask. Tell Veronica what's happened so far, and she'll help you see the next step.
Book My Free Next Steps CallFree. By phone. Know your next best step.
What you'll know when you hang up
- 01
Your next step. Either a meeting with Darlynn, or a straight answer that we're not the right fit.
- 02
What we'd take off your plate. For the trusts we take on, that means taking care of required notices, accounting, tax coordination and distributions.
- 03
What it costs. What a meeting with Darlynn covers and what it costs, before you commit to anything.
Free. By phone. Know your next best step.
What our clients say
★ 4.9 out of 5 from 370+ client reviews
Guided through the process
“Darlynn was exceptional, explained the whole trust process to us. Walked us through a very difficult and contentious estate settlement. Darlynn and Veronica were available to talk by phone, as needed, they made several recommendations that made it better and easier in the end.”Lenny L.
A weight off, and on time
“The experience was easy, stress-free, and a weight off my shoulders to complete. Thank you to the team for hitting all the deadlines and being responsive to all my questions throughout the process.”Michelle W.
Plain language
“Everything was extremely well-explained. My questions were answered with examples from past experience. I never felt overwhelmed by legal language.”Paul F.
Every situation is different. These reviews are not a promise of any result.
Book My Free Next Steps CallFree. By phone. Know your next best step.
How the call works
Step 1
Pick a time.
Answer a few quick questions at the top of this page, then choose a day and time.
Pick a timeStep 2
Veronica calls you.
She'll call the number you gave us, at the time you picked. You don't need to prepare. If the trust is nearby, keep it handy.
Step 3
You decide what's next.
If a meeting with Darlynn makes sense, Veronica will explain what it covers and what it costs. Booking it is up to you.
Who you'll talk to
Veronica, Head Paralegal & Operations
Your call is with Veronica, a paralegal with more than twenty years of legal experience. She works with our clients after a death, through probate and trust administration.
Veronica isn't an attorney, so this call isn't legal advice. What she can do is listen, explain how we work and what it costs, and tell you plainly whether a meeting with Darlynn would help.
Darlynn Morgan, Attorney and Founder
California attorney since 1996. Named a Super Lawyer every year since 2007. AV Preeminent rated by Martindale-Hubbell.
Darlynn started Morgan Law Group in 2005. After her first husband died, she saw first-hand how a typical estate planning firm handles a family, and she knew there had to be a better way.
Questions
What does it cost?
The call is free. A meeting with Darlynn is a separate paid appointment. Veronica will tell you the fee on the call, before you decide anything.
If I hire the firm, who pays?
Usually the trust does. A trustee can generally use trust funds for the reasonable costs of settling the trust, and that includes an attorney. Darlynn will explain how this works for your trust when you meet.
What happens after the call?
That's your decision. Veronica will tell you whether a meeting with Darlynn would be useful. Nothing gets booked unless you want it.
I don't live in California. Can I still book?
Yes, as long as the trust is being handled in California. The call is by phone, so you can take it from anywhere.
Is it too soon to call? Is it too late?
Call when you're ready. Some of the first steps in settling a trust have legal deadlines, so earlier is usually easier. But there's no wrong time to ask.
My family doesn't agree on everything. Can you still help?
Disagreements are common when a trust is being settled, and they don't rule you out. What our team doesn't handle is lawsuits or formally contested trusts. If you're not sure which one this is, book the call and Veronica will tell you.
When you're ready, pick a time.
Fifteen minutes, by phone, with Veronica.
Book My Free Next Steps CallFree. By phone. Know your next best step.