Norton Basu LLP

My husband and I couldn't have been happier with our estate-planning experience at Norton-Basu! Somita Basu gave us detailed options and led us through the will and trust process, making each choice simple and answering our questions quickly and thoroughly. I feel confident that when our lives reach another stage (or if we just have to make any changes to our will or trust), we have a competent, friendly steward in this firm.

Re: My husband and I couldn't ... Norton Basu LLP replied on Wednesday, December 1st 2021

It is our pleasure to provide clear and concise counsel. Thank you for this stellar review.

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.

Re: My wife and I have an ove ... Norton Basu LLP replied on Monday, October 25th 2021

We appreciate your thoughtful and detailed review, thank you from the entire team at Norton Basu. We are pleased that we were able to serve you well.

Eleanor Lopez-Dominge opted not to leave a text review of Norton Basu LLP

Extremely professional, Down To Earth, and Realistic. They are going to explain your exact legal situation is in an easy to understand way, and charge you what is fair. I would recommend them to anyone!

Re: Extremely professional, D ... Norton Basu LLP replied on Tuesday, October 19th 2021

We are pleased to hear that we were able to make legal concepts accessible and easy to understand. Thank you for your recommendation.

We were referred to Norton Basu by our financial advisor. They are highly professional and deep experts in estate planning. I had a ton of questions and they answered all of them promptly and helped put our minds at ease. Highly recommend if you are looking for creating trusts.

Re: We were referred to Norto ... Norton Basu LLP replied on Tuesday, October 19th 2021

We consider it our job to put your mind at ease and we are grateful for the opportunity to do so. Thank you for your recommendation.

Great estate attorneys, and great people. They were professional, responsive, and had answers to all of our questions. I'd recommend them to anyone looking to prepare their trusts and estates in California.

Re: Great estate attorneys, a ... Norton Basu LLP replied on Wednesday, September 16th 2020

We are so glad we could share our knowledge and expertise with you to complete your estate plan. Thank you for taking the time to write this kind review!

Reliable. Efficient. Transparent. Thank you Somita Basu.
I highly recommend Norton Basu LLP.

Re: Reliable. Efficient. Tran ... Norton Basu LLP replied on Thursday, February 13th 2020

Thank you for allowing us to counsel you on this important matter. We enjoyed working with you and appreciate this review!

Chutima Vasa opted not to leave a text review of Norton Basu LLP

Two very knowledgeable attorneys: Somita and Zakiya are authentic, sincere, and solid advisers to have on your team. Denise and I have been very happy with their advice, and service. We would recommend these two professionals to anyone!

Re: Two very knowledgeable at ... Norton Basu LLP replied on Thursday, February 13th 2020

So glad we could share our knowledge and expertise with you to complete your estate plan. Thank you for taking the time to write this kind review.

I am so glad that I choose Norton Basu LLP to help me in the matters of my mothers estate after she passed. Not only was everyone I worked with very detailed oriented, easy to talk to, explained everything I had questions on in a way that i can understand it, they were very done to earth and professional.

Thank you Ms Norton and Ms Basu for helping me with the transfer of my mother's estate and the close of her Tax Business.

If anyone is looking for a lawyer and want one who takes the time to make sure you have a great understanding on what is happening, Norton Basu LLP is the place to go.

Re: I am so glad that I choos ... Norton Basu LLP replied on Thursday, February 13th 2020

We are so happy we could help you with this important matter, answer your questions, and make the daunting process of probate a little easier for you and your family. Thank you for your thoughtful review!