If you have a living trust, you must name someone as a successor trustee—the person who can step into your shoes should you become incapacitated or pass away. It’s a big responsibility. But selecting the right fiduciary can as easy as ABC: availability, background, and confidence.

Zakiya Norton and Somita Basu, of Norton Basu LLP, focus on providing real-world estate planning advice to achieve results in the most practical way possible. In this webinar, they share important traits and skills to look for in selecting your trustee. They discuss three main considerations to help make trust administration—and ultimately fulfilling your wishes—as smooth as possible. Whether you have already named a successor trustee, or are still considering the decision, you won’t want to miss this helpful session.

About Our Guests

Zakiya J. Norton is a South Bay native and cofounder of Norton Basu LLP. Giving back to the community has always been a priority for Zakiya, and she met her business partner, Somita Basu, while volunteering at Bay Area Legal Aid. In estate planning, Zakiya takes a strong strategic view combined with a keen eye for the intricacies and potential pitfalls that can occur with unseen circumstances. She is on the Board of Directors of Cancer CAREpoint, which provides valuable services free of cost to all cancer patients and their families. In addition to her bar membership, she is also a special liaison to the California Lawyer’s Association Diversity, Equity, and Inclusion Advisory Committee.

Somita Basu grew up in Lincoln, Nebraska, and lived in several places along the Eastern Seaboard as well as in India and Singapore before arriving in California. After passing the bar, she wanted to immerse herself in the community and give back, so she began volunteering at Bay Area Legal Aid, where she met Zakiya Norton. Having lived and worked abroad, Somita has a deep appreciation for how cultural perspectives affect people’s decisions about their estate. She also understands the complexities of handling overseas assets. Somita has served in the Solo and Small Firm Section of the California Lawyers Association and the Diversity, Equity and Inclusion Outreach Committee of the California Lawyers Association. She continues to give back to the community as a board member of Justice At Last.