Estate Legacy, APC is a California law firm specializing in estate planning, trust administration, and probate matters, dedicated to protecting clients’ legacies through personalized legal guidance. Founded by Morgan R. Small, Esq., LL.M., the firm stands out for its compassionate approach, informed by the attorney’s personal understanding of the impact that estate planning—or the lack thereof—can have on families.
The firm tailors its strategies to meet the unique needs and goals of each client, fostering long-lasting relationships built on trust. With a focus on individuals and families throughout California, Estate Legacy, APC offers both in-person services in the Bay Area and virtual assistance to clients across the state. Morgan R. brings specialized expertise in taxation and a deep commitment to supporting clients during some of life’s most challenging transitions.
Services Offered
- Estate Planning
- Trust Administration
- Probate
- Conservatorships
- Guardianships
The firm serves clients throughout California, with physical operations based in Novato and virtual services available statewide. Morgan R. Small holds an LL.M. in Taxation and is dedicated to providing clear, accessible guidance to help clients preserve their assets and secure their family’s future.
