A comprehensive estate plan can help your loved ones avoid probate, take care of you in case of capacity, and protect your legacy.Learn More
Probate is a legal process where the court oversees the gathering of your assets, payments of your debts, and distribution of your estate to your heirs.Learn More
When a Trustor passes away, trust administration is the process where the Successor Trustee completes all legal formalities, gathers all trust assets, pays all debts, and fulfills the Trustor's wishes for the beneficiaries.Learn More
If you become incapacitated during your lifetime, are unable to manage your financial and/or personal affairs, and do not have an estate plan in place, a conservatorship is needed to help take care of you.Learn More
You may think you don’t own an ‘estate’ and don’t need an estate plan. But everyone needs some form of estate planning. Estate planning is about leaving what you have to whomever you want. If you don’t have an estate plan, the state has one for you, but chances are you won’t like it. An estate plan can help you avoid probate, plan for estate tax complications, and make the transfer of your assets a smooth process for your loved ones at a difficult time.
We are committed to listening to our clients needs, identifying and addressing potential challenges, and then effectively and efficiently advocating for our clients’ interests to achieve the best results.
Talk to us today to find out what you can do to help your family.
Norton and Basu rendered outstanding professional services to my parents in reviewing, preparing and updating their estate plan and living trust. They paid meticulous attention to details and were very responsive and prompt in answering all questions. They guided my parents through difficult decisions with a high degree of empathy and professionalism. We are very pleased with their expertise and highly recommend them to anyone with estate planning needs.Benita Jones
One of the best decisions I ever made (and I've made a lot of them over the course to 19 years as a judge), was to retain Norton Basu LLP to prepare my will and trust. In a word, the work that they did for me was TERRIFIC! I presided over the Probate Court in Santa Clara County for two years and during that time, I had the opportunity to see good and bad lawyering. In my view, the Norton Basu LLP is the best of the best. I give to them my highest recommendation. And, if you do not yet have a will or are in need of estate planning, stop procrastinating. Call or email Norton Basu LLP. It will be one of the best decisions you will ever make.Ret. Judge LaDoris Cordell ⋅ Superior Court of California
I went to Norton Basu after I found out that I needed to have a trust in addition to our will. Somita and Zakiya were so personable, it was a breath of fresh air coming from lawyers. They were very knowledgeable and answered all of our questions on the spot. We had no clue of all the planning we needed to have in place. They gave us recommendations and even met with us to sign the final papers in a location that was more convenient for us. I would not hesitate to refer these ladies to anyone in need of Estate Planning. If you want to get real results with real people, call them up. They can even help if you are out of state!Jenny Williams
I had the pleasure of working with Somita and Zakiya when doing estate planning. They were very helpful and patient with me (I had a lot of questions). The best part of this experience was the fact that they handle all of the fine details that I do know or have the time to take care of. Overall great experience.Jason Williams
Estate planning is something that we all need to do and it is so great to have Somita to work with. She has the knowledge and expertise to really run with your specific plans. I barely knew some of the specific laws and ways that she recommended for my family. She made it easy for us! R. Chang
My parents died and I was named trustee of their trust. Initially, I attempted to work with my parent's lawyer, but he was quite unimpressive for a number of reasons, so I decided to seek out and hire another lawyer. I sent a request for referral to Women in Consulting and received a recommendation for Norton Basu LLP. That was one of the best professional recommendations I have ever received. I called them, met with them, shared the trust with them, where I was with it, and asked them for guidance. I found them to be on-point and professional. They shared how they work and how they'd proceed on this trust. I must say they have been nothing short of amazing. They are professional, personable, and are superlative advocates in the truest sense of the word. ……. All I can say is if you'd like to have some peace-of-mind that your trust & will will not only be written properly, but will be executed professionally, per your wishes, competently, and with the sense of utmost care, call Zakiya Norton and Somita Basu. You'll be glad you did. Rita Barber
Great team, Norton and Basu! This powerhouse of knowledge, confidence and experience … you are in good hands. Outside of being strong Women, their wealth of knowledge and commitment to community, these Women on dedicated to giving each client their undivided attention! Shay Franco-Clausen
This firm is one of Urban Wealth Management’s go-to team for getting our clients’ estate planning life in order. Highly recommend them! René Nourse – Urban Wealth Management