Norton Estate Planning & Elder Law, LLC

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Norton Estate Planning & Elder Law, LLC We assist clients in creating a personalized estate plan that meets their expectations & after a death, facilitate the implementation of those wishes.

Norton Estate Planning & Elder Law Firm is a law firm committed to helping individuals create a personalized estate plan that meets their expectations. The firm is comprised of individuals that believe in education, maintenance, and collaboration. We believe that estate planning should focus on providing you with a plan that reflects who you are, maximizes your control during life, protects you and your wishes in the event of a disability, and provides the instructions for carrying out your legacy at your eventual death. Norton Estate Planning & Elder Law Firm is designed to provide the steps for initially setting up your plan, maintaining the plan once in place and assisting with the administration of the plan once the death occurs. We believe in proactively engaging the family and collaborating with professionals across various fields to create a plan that "Protects Your Dignity and Secures Your Legacy."

Before we talk about moving a single dollar, I want to understand the whole family picture.Who needs care? Is there a sp...
10/27/2026

Before we talk about moving a single dollar, I want to understand the whole family picture.

Who needs care? Is there a spouse still living at home? What assets and income does the family have? Have there been gifts or transfers in recent years? How quickly is care needed? What documents are already in place? And, just as importantly, what is this family actually trying to protect?

Those details matter because Medicaid planning should never begin with a one-size-fits-all answer.

Two families can walk into my office with similar bank balances and need completely different planning strategies because their marriages, assets, health situations, prior decisions, and goals are different.

This is why I am cautious when someone says, “My neighbor did this, so we should do the same thing.”

Good Medicaid planning starts with the family, not the formula.

If you are trying to understand what options may be available for your family, request a consultation with Norton Estate Planning & Elder Law Firm, LLC.
https://info.estate-planners.org/

Planning ahead can feel overwhelming, especially when you are not sure which documents you actually need or what each on...
10/23/2026

Planning ahead can feel overwhelming, especially when you are not sure which documents you actually need or what each one is supposed to do.

That is exactly what we are going to talk about at our upcoming presentation, “Planning Ahead With Confidence: Wills and Other Important Documents for Seniors.”

Jennifer Norton will walk through the role of a will, the differences between wills and living trusts, how probate may affect an estate, why beneficiary designations and asset ownership matter, and what questions you should be asking before meeting with an attorney.

The goal is simple: help you feel more informed, more prepared, and more confident about the decisions ahead.

Join us Friday, November 6 at 11 am at 4550 N. Illinois St.

Seating is limited, so reserve your seat today by calling or emailing the contacts on the flyer.

Mom needs nursing home care now, and suddenly everyone has an opinion about what you should do with her money.One person...
10/21/2026

Mom needs nursing home care now, and suddenly everyone has an opinion about what you should do with her money.

One person says to move money out of an account. Someone else says to give assets to the kids. A friend mentions Medicaid. Another family member says Medicare will cover everything.

This is exactly when families are most vulnerable to making a decision they may regret later.

Before you move money, make gifts, change account ownership, or start transferring assets, you need to understand the full picture. Medicaid planning can involve income, assets, prior transfers, marital status, care needs, timing, and other details that are different for every family.

The first financial move is not always the most important move. Sometimes the smartest thing you can do is slow down long enough to understand your options.

Read more on our blog: https://www.estate-planners.org/when-a-nursing-home-crisis-hits-before-you-have-a-medicaid-plan/

If your family is facing a sudden long-term care crisis, request a consultation with Norton Estate Planning & Elder Law Firm, LLC before making major financial decisions.

“Our family gets along, so probate should be easy.”I understand why people think that. And having cooperative family mem...
10/19/2026

“Our family gets along, so probate should be easy.”

I understand why people think that. And having cooperative family members can absolutely make things easier.

But everyone agreeing does not eliminate the probate process.

The executor may still have court requirements to follow, assets to identify, debts to address, records to keep, deadlines to meet, and distributions to complete properly. Even when every beneficiary is on the same page, there can still be legal and administrative work that has to happen before the estate can be closed.

Family harmony helps. It just does not replace the process.

That is an important distinction, especially for an executor who is trying to understand why settling an estate may be taking longer or requiring more work than expected.

Share this blog with the person in your family who has agreed to serve as executor.
https://www.estate-planners.org/do-you-need-a-probate-attorney-or-can-you-handle-probate-yourself/

If you are caring for someone with dementia, you already know that some days can leave you wondering, “What am I suppose...
10/16/2026

If you are caring for someone with dementia, you already know that some days can leave you wondering, “What am I supposed to do here?”

A parent may suddenly become agitated. A familiar routine may cause frustration. The same question may come up again and again. And even when you know the behavior is connected to dementia, it can still be difficult to know how to respond in the moment.

That is why I am so glad we are able to offer this conversation.

On Tuesday, October 27 at 6:00 PM, we will be joined virtually by Mollie A. Richards and Ralph Richards for “Understanding and Responding to Dementia-Related Behaviors.”

Mollie and Ralph bring decades of experience in healthcare, Alzheimer’s education, advocacy, and community education, and I think this will be an incredibly valuable conversation for anyone caring for a loved one with dementia.

We will meet virtually via Microsoft Teams. Use the QR code on the flyer to register, or click here: https://docs.google.com/forms/d/e/1FAIpQLSfFB5PMAi2yEkJW0_aGnaEkD8h8rk2wdUrbLJpGV5e8fEnLiA/viewform

If dementia is part of your family’s story right now, I hope you will join us.

Do you really need a probate attorney, or can you handle it yourself?The answer is: it depends on the estate.Some probat...
10/15/2026

Do you really need a probate attorney, or can you handle it yourself?

The answer is: it depends on the estate.

Some probate matters are relatively straightforward. Others become complicated very quickly because of creditor claims, unusual assets, tax issues, unclear documents, family disagreements, or simply the amount of work involved.

That is why I do not think the first question should be, “Can I technically do this myself?”

A better question is, “What am I actually dealing with?”

If you have been named executor, you may be responsible for locating and protecting assets, paying valid debts, handling court filings, communicating with beneficiaries, addressing tax issues, and ultimately making sure property is distributed correctly. That can be a lot to take on, especially when you are also grieving.

Legal help does not always mean handing over every part of the process. Sometimes it means getting guidance on the pieces where the risk, responsibility, or uncertainty is highest.

If you are trying to figure out what level of help makes sense for an estate, request a consultation with Norton Estate Planning & Elder Law Firm, LLC.

Read more on the blog: https://www.estate-planners.org/do-you-need-a-probate-attorney-or-can-you-handle-probate-yourself/

Being named executor does not mean you simply read the will and hand everyone their inheritance.For many people, that is...
10/14/2026

Being named executor does not mean you simply read the will and hand everyone their inheritance.

For many people, that is one of the biggest surprises about probate.

An executor may need to locate assets, secure property, notify interested parties, deal with creditors, keep records, handle court filings, address tax matters, communicate with beneficiaries, and make sure distributions are made correctly.

And all of that is happening while the family is grieving.

It is a responsibility that can feel very manageable at first, especially when everyone gets along and the estate seems simple. But once the paperwork, deadlines, questions, and decisions start piling up, it can become much more involved than expected.

Being named executor means someone trusted you. It does not mean they expected you to already know how to settle an estate.

Save this if you have been named executor, or if someone has asked you to serve in that role someday.

Learn more on the blog! https://www.estate-planners.org/do-you-need-a-probate-attorney-or-can-you-handle-probate-yourself/

You unpacked the dishes. Changed your driver's license. Found a new doctor. Updated your address with the bank. Figured ...
10/12/2026

You unpacked the dishes. Changed your driver's license. Found a new doctor. Updated your address with the bank. Figured out which grocery store you like.

And somewhere in a box is the estate plan you signed before you moved.

This happens all the time.

Moving comes with a thousand little things to do, and reviewing an estate plan rarely feels urgent when there are boxes in every room and an entire life to settle into.

Then one year becomes three. Three becomes seven. And the plan created for your old home, your old assets, and sometimes even an older version of your family is still sitting there untouched.

That doesn't automatically mean the plan is bad or invalid. It simply means it deserves another look.

Estate plans should change when life changes, and moving to another state is a pretty significant life change.

If you've been meaning to pull that old binder out of the box, maybe this is your reminder to finally start the conversation.

Read more on our blog: https://www.estate-planners.org/moving-to-another-state-your-estate-plan-needs-a-little-unpacking-too/

Reviews like these mean so much to us because they reflect exactly what we want every family to experience when they wal...
10/09/2026

Reviews like these mean so much to us because they reflect exactly what we want every family to experience when they walk through our doors.

We want you to feel welcomed. We want your questions answered. We want you to understand your options, feel confident in the decisions you are making, and know that you have a team beside you that genuinely cares about getting it right.

Estate planning can feel overwhelming when you are trying to make important decisions for yourself and the people you love. Our job is to make that process clearer, more approachable, and easier to understand.

To the clients who take the time to share their experience with us, thank you. Your trust means more than you know, and we are grateful for the opportunity to serve you and your families.

Address

3750 N Meridian Street, Ste 300
Indianapolis, IN
46208

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 1pm

Telephone

+13175728696

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