Client Success Stories

Working with your firm has been a rewarding and educational experience. I worked in law offices and with attorneys for years and your approach really sets you apart from the rest. Ryan and I were so pleased and relieved with the ease,...
-- Alyssa L., La Mirada
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Important News from MLG

Involved in a Parent Group or local school?

Schedule Attorney Darlynn Morgan to speak to parents on how to ensure their kids are totally protected - no matter what.

ATTENTION MOMS & DADS!

Discover 9 Easy Steps to Being Worry-Free! Bring your kids to play while you learn how to protect them...

Name Guardians for Your Kids For Free! No More Excuses!

Video Library

Wealth Inventory Worksheet

The Wealth Inventory and Assessment is designed to help you focus in on the important information and questions that are necessary to get your legal and financial house in order.

We ask you to fill it out and return it to us in advance of our appointment so that we can have the most productive time together.

  1. Print the Wealth Inventory & Assessment worksheet.
  2. Fill in as much as you can.
  3. Make an appointment with us to discuss your plan.
  4. Return the Wealth Inventory & Assessment worksheet to us at least 3 days in advance of our appointment.

Click the link below to open the worksheet in 'Acrobat Reader.'

wealth planning lawyer Wealth Inventory & Assessment Worksheet

If the worksheet does not open, you may need to download the 'Free' Reader, 'Acrobat.' click here.