Norton Basu LLP - Los Gatos, CA

I extend my heartfelt gratitude to the legal team at Norton Basu, LLP. Having had the privilege of collaborating with this esteemed firm for the past five years, I am consistently impressed by their professionalism, unwavering commitment to their clients, and genuine compassion. In the realm of trust administration, where precision and empathy are paramount, the qualities embodied by both Zakiya Norton and Somita Basu are truly exceptional. Their dedication to serving their clients extends beyond legal acumen; it reflects a profound care for their communities as well. Highly recommend!

My wife and I have an overall good experience working with NortonBasu LLP over about less than three months since late July 2021 in creating documents for my estate planning. The documents consist of a revocable Living Trust, a Power of Attorney, an Advanced Health Care Directive, and a Will. The over-90-page documents are neatly organized in six sections/categories in a nice and durable binder on thicker-than-normal paper: General/summary (15 pages), living trust (28 pages), certification of trust (4 pages), wills for both of us (16 pages), Power of Attorney for both (10 pages), Advanced Health Care Directive for both (20 pages), and personal property form (1 pages) for filling in what we want to leave behind. Glad to have worked with a team professionals addressing our questions over time. They work as a team. We started out with an initial meeting with Zakiya and quickly moved into collecting information using their online questionnaires with help from Ashley along the way. Two challenging aspects of the whole process for us were to understand, initially, the legal terms and to figure out our contingent beneficiaries. Ashley provided a document providing definitions of the terminologies ? a very helpful guide for us. We also collected questions for the team and Somita met with us on the phone to address all those questions at once. We iterated over emails throughout the process and Ashley provided three drafts over time for our reviews, edits, and confirmations before signing the documents in person in the end at their Los Gatos office, in the presence of two witnesses, including a notary public provided by NortonBasu LLP. We now have peace of mind having taken care of an estate planning we?d wanted to do for years.

Norton Basu came highly recommended by our financial advisors. We have been very impressed and satisfied with the principals for their professionalism, knowledge and attentiveness. We feel secured and trust their work fully.

Norton Basu LLP made drafting and finalizing my Estate Plan a smooth and efficient process. I appreciated their willingness and availability to address questions. Also, the ability to ensure that I understood each element of my estate plan. It was great to be able to access items via their electronic portal and communicate via email for clarity. With check-in calls as needed. It was a very pleasant experience working with the firm to develop my Estate Plan.

I recently had the pleasure of working with Somita Basu, of Norton and Basu, LLP on a family trust and estate planning matter. Somita was extremely attentive to my needs and assisted us in drawing up the proper documents to enable me to care for my father and his estate to ensure that he would be well taken care of I in the event of his inability to manage his personal and financial affairs. I greatly appreciate her help and look forward to working with her and the law firm in the future regarding any additional needs

Words cannot express the astounding service and experience I had with Norton Basu LLP. The assertiveness, professionalism, care, attention to detail, and just over all service went beyond by expectation. I would refer everyone who would like to work with a company who goes above and beyond to definitely contact them. You will walk away knowing you have been taken care of properly