Estate Planning
Estate Planning is an essential part of securing your future and protecting your loved ones. At Norton Estate Planning, we help with all of your Estate Planning needs including Wills, Trusts, Powers of Attorney, and Living Wills.
Norton Estate Planning gives you peace of mind so you are confident that your affairs are in order, even if unexpected circumstances arise. Our team works closely with you to create an estate plan that is tailored to your needs.
- Protect Your Loved Ones
We help ensure your assets are distributed according to your wishes, reducing family disputes. - Make Healthcare Decisions
We help you to make your medical wishes clear for loved ones to adhere to. - Avoid Probate
We streamline the transfer of assets so you can save time and money by avoiding probate.
- Protect Your Assets
We help to safeguard your assets from creditors, lawsuits, and other potential threats. - Give to Charity
We help you plan for charitable donations to leave a lasting legacy in the community. - Business Succession
We ensure a smooth transition of your business to the next generation or a chosen successor.
Estate Planning Should Be...
Accessible
Don't be overwhelmed by legal jargon. Our estate planning experts will help you every step of the way so you have a full understanding of your estate plan.
Tailored
Our estate planning services aren't a "one size fits all". You can choose the services you need and leave the rest behind.
Collaborative
Collaboration is the key to a successful estate plan! When we create your estate plan, we work closely with your family, friends, and financial professionals.
The Bottom Line
Our Estate Planning services are right for you if…
- You have no plan in place to pass down wealth and possessions to your loved ones
- You haven’t designated someone to make medical/financial decisions for you in the event you can’t do so yourself
- You want to ensure that your loved ones have the ability to build generational wealth
Our Process
The Truth About Estate Planning
In this initial meeting, we will assist you in your hiring process by providing answers to common questions about estate planning to give you and your family a complete understanding of the various planning options before settling on a specific one. Our goal is to uncover and set goals, discuss fees, and establish what you can expect from our firm during the process.
Counselling & Design
In this meeting, we will begin the process of counselling you on your personal estate plan. We will co-create your legacy and a develop a process to address your estate planning needs during your lifetime, in the event of disability, and upon death.
Counselling & Review
In this meeting, we will present you with your personalized estate plan and review how it will be carried our during your lifetime, in the event of disability, and upon death. You will have the opportunity to make adjustments to the plan.
Financial Strategies & Funding Forum
In this meeting, we will begin coordinating your financial assets with your estate plan. If you have a financial advisor or certified professional accountant, we will collaborate with them to confirm that your financial intentions coincide with your personal goals.
Empowered Legacy Session
In this meeting, we will engage your loved ones in thoughtful conversation and empower those tasked with ensuring that your financial and non-financial goals are carried out.
What are You Waiting For?
Book a Truth About Estate Planning session today! During this initial session, we will answer all of your questions so you can determine if our firm is the right fit for helping you with you estate planning needs. There is no obligation to hire our services after this appointment. Our goal is simply to equip you with the knowledge you need to make the right estate planning decisions!
