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About Us

At Achli & Morgan Legacy Planning, we understand that planning for the future is one of the most important steps you can take to ensure the security and well-being of your loved ones. Our nationwide firm, with representatives in every state, is dedicated to providing comprehensive estate planning services tailored to your unique needs.

Our Mission

Our mission is simple: to help you create and implement a personalized estate plan that protects your assets, respects your wishes, and provides peace of mind for you and your family. We are committed to delivering exceptional service with integrity, professionalism, and a deep understanding of the complexities of estate planning.

Achli & Morgan Legacy Planning
Summer Fun

Our Expertise

With a focus on trusts, we excel in designing and implementing a variety of estate planning tools to meet your specific needs. Our team of experienced attorneys and Certified Estate Planners brings a diverse range of skills and perspectives to ensure comprehensive and nuanced solutions. Our services include:

  • Trusts: From revocable living trusts to irrevocable and special needs trusts, we tailor our strategies to manage and distribute your assets according to your wishes.

  • Wills: We draft clear and precise wills to ensure your intentions are honored and your estate is distributed as you desire.

  • Estate Administration: Our compassionate team assists in navigating the probate process, providing efficient support to settle estates.

  • Asset Protection: We offer strategic planning to safeguard your wealth from creditors and legal claims.

  • Elder Law: Specialized services in elder care planning, including Medicaid planning, long-term care solutions, and guardianships.

  • Fiduciary: Our team of professional fiduciaries will take the stress out of your  estate handling, and trust funding. Let us handle the details. 

  • Probate: Our team can help streamline your probate process. 

Why Choose Us?

  • Nationwide Reach: With representatives in every state, we provide localized support and knowledge, ensuring we are always within reach.

  • Hybrid Expertise: Our unique blend of attorneys and Certified Estate Planners ensures a collaborative approach, delivering comprehensive solutions tailored to your needs.

  • Client-Centered Approach: We prioritize your goals and concerns, providing personalized service that respects your unique circumstances and preferences.

  • Transparent Process: We believe in clear communication and transparency, providing straightforward advice and regular updates throughout the planning process.

  • Peace of Mind: With meticulous attention to detail and a commitment to excellence, we ensure your estate plan will stand the test of time.

Our Values

  • Integrity: We conduct our business with the highest ethical standards, ensuring trust and reliability in all our interactions.

  • Professionalism: Our team is dedicated to delivering top-notch service with a professional demeanor, respecting the sensitive nature of estate planning.

  • Compassion: We understand the personal and emotional aspects of estate planning and approach each case with empathy and care.

  • Excellence: We strive for excellence in everything we do, from the initial consultation to the implementation of your estate plan.

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