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.

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…

Our Process

The Truth About Estate Planning
Your estate plan should be well-informed.
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.
1
Counselling & Design
Your estate plan should be tailored to your needs and goals.
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.
2
Counselling & Review
Your estate plan should be reviewed and revised by you.
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.
3
Financial Strategies & Funding Forum
Your estate plan should properly coordinate your assets.
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.
4
Empowered Legacy Session
Your estate plan should reflect your legacy.
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.
5

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!

Don't Just Take Our Word For It

Jennifer Norton was very helpful and answered all our questions. Norton Estate Planning has great prices for services such as wills, powers of attorney, living wills, guardianship and probate. I will definitely be using these services again!
Atlantis
Estate Planning Customer
I scheduled a consultation to discuss estate planning for a family member. Attorney Norton was very helpful and knowledgeable. She shared additional resources and support. I now have a plan to move forward. I appreciate her attention to detail, her deep knowledge of the subject matter, and her support. I also found the preparation videos extremely helpful. Many Thanks.
Alfreda
Estate Planning Customer
Attorney Jennifer Norton was and is GOD sent. She willingly helped me help a Senior Citizen who needed urgent advice, directions, and clarity on completing her Trust. She was very, very knowledgeable about every question I had. What I appreciated most was her patience with my lack of knowledge on all my legal questions. I strongly recommend Attorney Jennifer Norton for all your legal concerns especially those concerning Senior Citizens. She is honest and has compassion for Senior Citizens. Her communication style is that of teaching, informing, and helping. If you need a great Attorney for a Senior Citizen in your family or your friends call Attorney Jennifer Norton.
Toni
Estate Planning Customer
Jennifer is kind, knowledgeable and reasonable in her approach. From our first meeting to the signing of the papers she was focused on truly the best interest of her clients. We will definitely be seeking out her services again and recommend her to anyone with estate planning needs.
Samantha
Estate Planning Customer
I had questions about a trust made years ago. The first attorney I talked to overcomplicated it. Jennifer answered my questions in 15 minutes and gave me good guidance on the process when the time comes. Very helpful!
R Martin
Estate Planning Customer
I reached out to Norton Estate Planning to get some advice on a few things regarding my mom. I was contacted via email and had an appointment set up immediately. I was advised of a 30 minute FREE consultation. I was contacted by Jennifer and she informed me of the necessary steps to take and that I did not need an attorney for that. Impressed is not even a strong enough word for the professional service that I received! She’s literally God sent! I would definitely recommend her for your planning needs! Thank you so much Jennifer!
Wendy
Estate Planning Customer