Morris Hall, PLLC

Nearby Lawyers Arizona Maricopa County Phoenix North Financial Center North 16th Street

(55 reviews)

Contact Info

Location 7250 N 16th St #201, Phoenix, AZ 85020, USA
Phone +1 602-249-1328
Website https://morristrust.com/

Reviews

My parents set up a trust years ago and after their recent passing, I (the executor of their estate) seemed to be the only one without a copy of the trust. I contacted Heather P. at Morris Hall (Phoenix office), and she quickly and happily got me exactly what I needed. I thought for sure that I was going to have to wait a week to get what I wanted, but I had it, literally, in minutes. Definitely a service-oriented mindset at Morris Hall...thank you Heather!!
Andrea Claus did an excellent job helping our family get my mothers estate in order with updated trust and POA documents. She was patience with my elderly mother and explained everything in terms she could understand. We really appreciate her expertise.
I recommend this law firm for probate. Heather was great to work with. She was polite, professional and always responded promptly.
To be fair, this is based on experience with the Morris Hall firm 10 years ago. However, the attorney we dealt with is still a partner and I suspect the firm is still practicing the same way. I will give 2 stars because firm did in fact set up trust properly, and make changes as needed. So why only 2 stars? The few times we had to amend the trust it cost almost $1000. These were not complicated changes... adding an asset, changing an address, etc. When first parent passed away we found out the fee to administer her part of the trust. Ouch! Over $25,000. To be clear, this was not an extremely large estate nor complicated trust involving any businesses, divorces, feuding heirs, etc. It was frustrating dealing with Morris Hall employees through the process: hard to know what was being done, when it would be done, etc. After second parent passed about six months later, and frustration continued, we sought another company. They dealt with Morris Hall on our behalf. The lawyer at Morris Hall maintained he had completed about 85% of administration required based on first parent's death, though could not provide any documentation of time or tasks. He also stated that it would require an equal additional fee to finish now that second parent had passed. We transferred administration to new company, and had them instruct Morris Hall to cease any further administration. This new firm completed the entire trust administration (from beginning, not building on anything Morris Hall firm may have done) and filed all relevant taxes for two years for about 20% of what Morris Hall was charging for only one parent. If you use Morris Hall, no doubt you will get everything handled properly. But from my experience you will pay dearly. Will the extra money get you anything above and beyond what you could get elsewhere? From my experience, only heartburn and regret.
I'm an attorney in Indiana. The firm efficiently handled an ancillary administration for my Indiana clients.

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About Morris Hall, PLLC

Securing Your Legacy in the Grand Canyon State: An Overview of Morris Hall, PLLC

For residents across Arizona, planning for the future is a critical step in protecting your family and your hard-earned assets. Whether you're just starting to think about your legacy or need to update existing arrangements, having a trusted legal partner is essential. Morris Hall, PLLC, a prominent name in estate planning across Arizona, has been serving communities like Phoenix for over five decades, establishing a reputation for comprehensive and compassionate legal guidance. They understand that estate planning is not a one-time transaction but an ongoing process that evolves with your life, ensuring peace of mind for you and your loved ones.

With a singular focus on estate planning, Morris Hall, PLLC brings a depth of expertise that few other firms can match. Their commitment to this specialized area of law allows them to offer tailored solutions that address the unique needs and goals of Arizona families. They pride themselves on fostering long-term relationships with their clients, providing consistent support and expert advice through every stage of life. From initial consultations to ongoing plan reviews, their approach is always centered on your best interests.

Conveniently Located for Arizona Residents: Location and Accessibility

Morris Hall, PLLC's Phoenix office is conveniently located at 7250 N 16th St #201, Phoenix, AZ 85020, USA. This central location makes it easily accessible for individuals and families residing in Phoenix and the surrounding metropolitan area. The firm understands the importance of accessibility when it comes to legal services, and their Phoenix office is designed to provide a comfortable and welcoming environment for clients.

Beyond their Phoenix location, Morris Hall, PLLC has a strong presence across Arizona, with multiple offices to serve communities throughout the state. This extensive network ensures that quality estate planning services are within reach for a wide range of Arizona residents. For those who prefer or require it, virtual appointments are also available, offering flexibility and convenience without compromising on the personalized attention you deserve.

Comprehensive Support for Your Future: Services Offered

Morris Hall, PLLC specializes exclusively in estate planning and related areas, providing a holistic approach to securing your future. Their team of experienced attorneys guides clients through complex legal matters with clarity and empathy.

Wills and Trusts: Crafting legally sound wills and various types of trusts to ensure your assets are distributed according to your wishes and to avoid probate. This includes living trusts, pour-over wills, qualified trusts for IRA and other retirement accounts, qualified personal residence trusts (QPRT), special-needs trusts, charitable remainder trusts, life insurance trusts, and more.
Powers of Attorney: Establishing legal documents that grant trusted individuals the authority to make financial and medical decisions on your behalf should you become incapacitated.
Trust Administration and Probate: Providing guidance and support to executors, personal representatives, and trustees in navigating the legal and administrative processes after the passing of a loved one, helping to simplify a challenging time.
Advanced Estate Planning: Implementing sophisticated strategies and documents to mitigate or eliminate estate tax, capital gains tax, and income tax, and to provide additional asset protection for families, especially for larger estates.
Preparation of Health Care Documents: Assisting with the creation of vital healthcare directives that outline your wishes regarding medical treatment.
Elder Law Planning: Addressing legal issues pertinent to seniors, including health care directives and planning for incapacitation and long-term care needs, such as Medicaid triggers to protect assets.
Guardianship of Children and Incapacitated Adults: Establishing legal guardianship to ensure the well-being of minors or adults who are unable to care for themselves.
Morris Hall Accounting Services: Offering federal and state tax preparation and business tax accounting services.
Morris Hall Financial Planning and Management Services: Providing services such as advanced planning entities, life insurance review, planning for larger estates, asset allocation, asset protection, and business succession planning.

Why Choose Morris Hall, PLLC: Features and Highlights

Morris Hall, PLLC stands out in the Arizona legal landscape due to several key features and commitments:

Over 50 Years of Experience: Since 1970, Morris Hall, PLLC has been a cornerstone of estate planning in Arizona, bringing extensive knowledge and a proven track record to every client.
Creation of Over 35,000 Estate Plans: This impressive figure highlights their deep experience and success in helping countless families secure their futures.
Membership in the American Academy of Estate Planning Attorneys (AAEPA): This selective membership signifies a commitment to the highest standards of excellence and provides access to advanced strategies and resources.
Free Initial Consultations: Morris Hall, PLLC offers complimentary consultations, allowing prospective clients to discuss their needs and explore solutions without initial financial commitment. This reflects their client-first approach and dedication to building trusted relationships.
Client-Centric Approach: As evidenced by glowing testimonials, clients consistently praise the firm for their attentive, patient, and clear communication, making complex legal concepts understandable. Reviewers often highlight the prompt and efficient service received from staff like Heather P. and the expertise and patience of attorneys such as Andrea Claus.
Community Involvement: Morris Hall, PLLC actively gives back to the Arizona community, supporting organizations like Make-A-Wish, Arizona Humane Society, Arizona Charitable Gift Planners, and St. Mary's Food Bank, demonstrating a commitment to making a positive impact beyond their legal services.
Relationship-Based Philosophy: They believe in building lasting partnerships with clients and their financial advisors and CPAs, ensuring a collaborative approach to comprehensive planning.

Valuing Those Who Serve: Promotions or Special Offers

Morris Hall, PLLC expresses its gratitude to those who serve our country and communities by offering a special discount. They provide a 15% discount on estate planning services for veterans, active military personnel, and first responders. This offer is a token of their appreciation for the sacrifices made by these individuals and their families. Please note that estate administration services are excluded from this particular discount. It's recommended to inquire directly with the firm for full details and eligibility.

Connect with Morris Hall, PLLC: Contact Information

If you're an Arizona resident looking to secure your legacy and gain peace of mind, Morris Hall, PLLC invites you to connect with their experienced team.

Address: 7250 N 16th St #201, Phoenix, AZ 85020, USA
Phone: (602) 249-1328

You can also visit their official website to learn more about their services, read additional testimonials, and schedule your complimentary consultation.

Your Partner for a Secure Arizona Future: Conclusion

For locals throughout Arizona, Morris Hall, PLLC represents more than just a law firm; they are a dedicated partner in securing your future and protecting what matters most. Their decades of specialized experience in estate planning, coupled with a genuine commitment to client care, make them an ideal choice for anyone navigating the complexities of wills, trusts, and asset protection.

The testimonials speak volumes: from swiftly providing critical documents for estate executors to patiently explaining complex legal concepts to elderly family members, Morris Hall, PLLC consistently delivers exceptional service. Their proactive approach to estate planning, including regular plan reviews, ensures that your arrangements always reflect your current wishes and life circumstances. By choosing Morris Hall, PLLC, Arizona residents can gain invaluable peace of mind, knowing that their legacy is in expert and compassionate hands. Don't leave your family's future to chance – take the proactive step and explore how Morris Hall, PLLC can help you craft a comprehensive and enduring estate plan.