Morgan Small

Morgan Small

Wills, Trusts, & Probate (Transactional)

Novato, California

Personal Introduction

Estate Legacy, APC is run by Founder and Principal Attorney, Morgan R. Small, Esq., LL.M. Morgan R. Small, the founder and principal attorney of Estate Legacy, APC, has personally experienced the impact the lack of an estate plan can have on a family. As someone who has seen the good and the bad that can come with the passing of a loved one, she finds it imperative to support her clients through some of the most difficult times they may face in their lifetime. Morgan received her undergraduate degree from San Jose State University in San Jose, California. There she majored in History and competed on the university’s NCAA Div. I water polo team. Immediately after earning her bachelor’s degree, Morgan attended the University of San Diego School of Law. While in law school, Morgan actively participated in many organizations, including the implementation of the Dean’s Closet, a program that provided professional suiting to the university’s law students. Following a couple years of practice, Morgan decided to earn her Masters in Law (LL.M.) in Taxation from Loyola Law School in Los Angeles, California. Morgan has catered her career to estate planning, trust and estate administrations, conservatorships, guardianships, and other probate matters. She has a passion for the area of trusts and estates, as she feels an estate plan is truly the best and last gift you can give a loved one.

Practice Composition

Transactional

Education

Loyola Law School, Los Angeles
Loyola Law School, Los Angeles LL.M. in Taxation (2023)
University of San Diego School of Law
University of San Diego School of Law Juris Doctorate (2018)
San Jose State University
San Jose State University Bachelor of Art in History (2015)

Practice Summary

Estate Legacy, APC is a California law firm dedicated to guiding individuals and families through the complexities of trust and estate law, ensuring their assets are protected and their legacy is preserved for future generations. With an unwavering commitment to personalized client service, the firm tailors strategies to meet the unique needs and goals of each client, fostering long-lasting relationships built on trust. Estate Legacy, APC offers in-person services to the Bay Area and virtual services to support clients anywhere in California.

Response Time

2 days

Personal Interests & Charitable Work

Out of the office, Morgan enjoys spending time with family, friends and her dogs. If she has the chance, you can find Morgan on the golf course, a pool deck, or boating on the Bay in her spare time.

What is Overture?

Overture is an attorney-to-attorney referral network. Vetted attorneys refer matters they can’t take on to trusted colleagues and earn fee splits when they do, expanding what every attorney can offer their clients.

Peer Recommendations 1

Nadine Deeb, Esq.
Nadine Deeb, Esq.
She knows her field very well. I have already worked with her on clients in the past.

Bar Admissions

California