Elder Law Attorney

What Elder Law Attorney does

Morgan Legal Group, P.C. is a founder-owned New York professional corporation established in 2006 by Russel Morgan, Esq., operating as a traditional law firm rather than a technology platform. Its core offering is legal services across estate planning, probate, wills and trusts, elder law, asset protection, guardianship, family law, power of attorney, and Medicaid planning, with adjacent practices in estate litigation, real estate litigation, and immigration law. The firm delivers these services through nine named attorneys across offices in Manhattan, Brooklyn, Queens, The Bronx, Staten Island, Long Island, and Florida, supplemented by video conference consultations and a central phone line (888-529-1315).

The firm generates revenue through professional service fees using a mix of flat fees for standardized documents (basic wills, powers of attorney, healthcare proxies) and hourly or percentage-based billing for complex matters such as probate administration, estate litigation, and Medicaid Asset Protection Trust planning. It reports handling over 1,000 complex probate and estate administration cases and maintaining 900+ online reviews, including 300+ five-star reviews. There is no proprietary technology, no API, no mobile app, and no disclosed AI tooling; competitive differentiation is delivered through concentrated practice expertise, multi-borough physical presence, and a content-marketing footprint spanning a blog, YouTube playlist, podcast, and media coverage in NBC News, Forbes, CNN, Fortune, and FOX News.

Customer acquisition is consultative and sales-led, relying on inbound phone inquiries, online appointment scheduling, walk-in consultations, and educational content targeting individuals, families, seniors, business owners, and parents across the New York City metro and Florida. The firm is privately held with no external investors, no funding rounds, and no disclosed financial figures, leaving revenue, headcount, and growth metrics entirely outside the available evidence base.

Name

Elder Law Attorney

Legal name

Morgan Legal Group, P.C.

Website

https://morganlegalny.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Morgan Legal Group, P.C. is a founder-owned New York law firm specializing in estate planning, probate, elder law, guardianship, and family law, serving individuals, families, seniors, and business owners across the New York City metro and Florida through nine attorneys in multiple offices.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Legal Services Fees: The firm generates revenue through professional legal services fees. They employ multiple fee structures including flat fees for specific services like basic estate planning documents (wills, powers of attorney, healthcare proxies), and hourly billing for complex matters such as probate litigation, estate administration, and contested cases. The firm mentions transparent pricing with initial consultations to discuss needs and provide cost estimates.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Morgan Legal Group provides legal representation and advisory services in estate planning, probate, elder law, wills and trusts, asset protection, guardianship, family law, power of attorney, estate and real estate litigation, and immigration law. The firm delivers these services through attorneys across six New York metro offices plus a Florida office, using both in-person and video conference consultations, with fees structured as flat fees for standard documents and hourly billing for complex matters.

Product overview

Morgan Legal Group is a New York-based law firm providing comprehensive legal services through multiple practice areas. The firm operates as a unified legal services platform with core offerings in estate planning, probate, elder law, family law, and real estate litigation. Key products include wills and trusts drafting, Medicaid asset protection strategies, guardianship proceedings, and power of attorney documentation. The firm also offers specialized trust services including Revocable Living Trusts and Medicaid Asset Protection Trusts (MAPT). Additional practice areas include asset protection, estate and real estate litigation, and immigration law. Services are delivered through attorneys in multiple New York locations (NYC, Brooklyn, Long Island, Bronx, Queens, Staten Island) and include both advisory and litigation support.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning services including wills, trusts, powers of attorney, and healthcare directives to protect assets and ensure proper distribution after death; targeted at New York individuals and families.
• Probate
• Wills and Trusts
• Asset Protection
• Guardianship
• Elder Law
• Family Law
• Power of Attorney
• Immigration Law
• Medicaid Asset Protection Trust (MAPT)
• Revocable Living Trust
• Estate Litigation
• Real Estate Litigation

Quantifiable outcome

• Successfully handled over 1,000 complex probate and estate administration cases in New York courts
• +3 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• LegalZoom: National online legal services platform offering wills, LLC formation, and a network of attorney-assisted plans. Represents the broad incumbent commoditizing simple estate planning that Morgan Legal Group also offers in its entry-tier services.
• BNY Mellon Wealth Management: Large wealth manager offering estate planning, trust services, and fiduciary capabilities through its wealth segment. Represents the broad incumbent channel that competes for high-net-worth estate planning mandates usually served by specialized firms like Morgan Legal Group.

Regional players

• Capehart Scatchard: New Jersey-based full-service law firm with a substantial trusts and estates, elder law, and real estate practice. Adjacent regional comparable to Morgan Legal Group in the broader NY tri-state estate/elder law market.
• Gassman, Crotalus & Kronstadt: Florida-based estate planning, elder law, and tax law boutique. Relevant because Morgan Legal Group has expanded into Florida, making this a natural geographic and practice-area peer for the firm's growth geography.

Emerging players

• Trust & Will: Online/D2C estate planning platform offering wills, trusts, and related documents at lower price points. Targets the same end-client need as Morgan Legal Group's basic estate planning tier and represents the technology-enabled competitive threat.
• Wealth.com: Estate planning technology platform serving financial advisors and their clients. Adjacent competitor for the firm's higher-end estate planning work, often used by RIAs who historically referred clients to firms like Morgan Legal Group.

Direct peers

• Fisher Legal Group: New York estate planning law firm offering wills, trusts, probate, and elder law services. Directly comparable in geography (NYC metro), service mix, and target client segments.
• Lance Baxter Elder Law: Florida elder law and estate planning firm with comparable Medicaid planning, VA benefits planning, and probate focus. Comparable business model specialization and overlap with Morgan Legal Group's Florida practice.
• Beliveau Law Firm: Northeast-based estate planning and elder law firm concentrating on wills, trusts, Medicaid planning, and probate. Comparable niche specialization and practice-area mix serving similar middle-market and high-net-worth clients.
• Ettinger Law Firm: New York/New Jersey estate planning and elder law boutique with a comparable focus on wills, trusts, probate, and Medicaid planning. Closest direct comparable in service mix, geography, and client profile to Morgan Legal Group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/attorney_elder
• YouTubeyoutube.com/playlist?list=PL7uIi1SpUUgHqaI5DtRgK78uetmQcHp8W
• Facebookfacebook.com/morganlegalgroupPC
• LinkedInlinkedin.com/company/morgan-legal-group
• Instagraminstagram.com/morganlegalny766

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Elder Law Attorney