Preserve Your Legacy
with Thoughtful Estate Planning

Together, we’ll create a plan that protects what you’ve built
and ensures your values and goals live on for generations to come.

What Is Estate Planning?

Estate planning is about more than legal documents; it’s about love, care, and the lasting impact you want to leave behind. At Norumbega Financial, I understand how deeply personal this process can be. I’m here to listen, to understand your story, and to walk alongside you as we create a plan that protects your loved ones and honors your values. Together, we’ll make sure every detail reflects your wishes and provides peace of mind for you and your family.

Estate planning isn’t just about finances—it’s about making sure the people you love are protected and cared for in the way you’ve always envisioned. I know this process can feel overwhelming, but you don’t have to go through it alone. I’ll be right beside you, helping you create a plan that honors your values, respects your wishes, and gives you peace of mind for the future. Together, we’ll bring clarity to your assets, work with trusted professionals to ensure your will or trust reflects your vision, and explore ways to minimize tax burdens—while I don’t provide tax services, I can coordinate with your CPA or help you find one who fits your needs. Most importantly, we’ll craft a plan that preserves more than just your wealth—it will carry forward your generosity, your values, and the legacy you hope to leave behind. Through every step, I’ll be here to offer encouragement, clarity, and support, so you can move forward with confidence, knowing your future and your loved ones are in good hands.

Benefits of This Service

Why Work with Norumbega Financial?
Here’s what sets this experience apart:

  • Clarity and Confidence: I’ll help you navigate the complexities of estate planning with ease, breaking everything down into clear, simple steps.

  • Personalized Care: Every decision will reflect your family’s unique needs, values, and goals.

  • A Legacy of Love: Together, we’ll create a plan that honors your wishes and ensures your family feels your care for years to come.

Clients often share how this process brings them not only peace of mind but also a sense of comfort, knowing their loved ones will be supported. Let’s make this journey one of care, clarity, and connection.

How It Works

Here’s how we’ll create your estate plan:

  1. Discovery Call: We’ll start with a warm, open conversation about your goals, values, and the legacy you want to leave behind.

  2. Asset Organization: I’ll help you create a clear picture of your assets and how they align with your wishes.

  3. Plan Creation: Working alongside your attorney and CPA, I’ll guide you in crafting a coordinated plan that reflects your values and minimizes complexities.

  4. Ongoing Partnership: As life changes, I’ll be here to ensure your plan continues to support your loved ones and honor your goals.

This isn’t just about preparing for the future; it’s about creating peace and comfort for today.

Stories of Success

  • “Marion helped us turn a daunting process into one that felt manageable and empowering. She took the time to explain every step and ensured our estate plan truly reflected our family’s values and goals.”

    – D. P.

    Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

  • “After my father passed, Marion’s support was invaluable. She guided our family through the transition with kindness and clarity, ensuring his careful planning carried forward. Knowing she was there gave us so much peace.”

    – E. H.

    Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

  • “Estate planning was something I had been putting off for years, but Marion made it feel approachable. She listened to my concerns, respected my values, and helped me create a plan that gives me peace of mind.”

    – C.E.

    Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Your story could be next.

Ready to Create Your Legacy?

Let’s create a plan that protects your loved ones, reflects your values,
and brings you peace of mind. Together, we’ll ensure your legacy is one you can feel proud of.