Jilian Morton

THE LAW OFFICES OF BELLO & MORTON, LLC
https://mortonlawllc.com/

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: Massachusetts

What to expect from Jilian Morton

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Jilian Morton

Hi. I’m Jilian Morton. I became a Personal Family Lawyer because I’m passionate about helping families create happy and secure futures while giving them peace of mind today. I’m here to help business owners make wise legal decisions that best suit their specific needs.

In my practice, I focus on Family Protection, Wealth Preservation, and Value-Based Planning. I also have extensive experience representing my clients in real estate transactions, probate matters, and business law. My goal is to assist clients in their legal matters, whether transactional or in litigation.

I enjoy crafting the best plan for YOU and YOUR family; married or single, a traditional family or a blended one, starting out or looking back on a life well-lived. Estate planning is not “one-size fits all” and should be tailored as such.

My educational qualifications include a double degree from Colby College (Waterville, ME) in Classics and Classical Civilizations and a Juris Doctorate degree from Suffolk University Law School with a concentration in Labor and Employment Law. I graduated high school from Tabor Academy in Marion, MA.

Prior to opening my own firm, I worked in Boston at the Massport Authority handling labor negotiations and grievances for management. Also, I worked at several small boutique firms who concentrated on Personal Injury, Employment Law, Civil Litigation, and Real Estate Conveyancing.

As a fifth-generation Wareham resident, I strive to be a part of the community in work and service. My family has great ties to the community including my late grandfather who was the owner of Del’s Taxi in town. I participate in the Gateway Chapter of Networking Group USA, am a member of the Wareham Guardian Club, and volunteer pro bono hours monthly at the Wareham Council on Aging. My family resides in town, and I am ready to serve my community from the Main Street office.

And most importantly, I am the proud mother of two children!

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THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.