Lisa Kurtz Keylon’s Reviews

Lisa Kurtz Keylon

Average Rating

Based on 6 reviews

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  1. Personable lawyer with a consultative, thorough work style.

    Posted by a Estate Planning client,
    Overall rating
     Good
    Trustworthy
     Excellent
    Responsive
     Good
    Knowledgeable
     Good
    Kept me informed
     Excellent
    • I recommend Lisa Keylon.
    • I hired Lisa 6-12 months ago.
    • Lisa handled my Estate Planning matter.

    We hired Lisa to develop our estate plan. We didn't have any pre-existing documents. Everything (wills, powers of attorney, living wills, etc) was developed from scratch, with Lisa's guidance. Lisa was very thorough in ensuring all aspects of estate planning were covered. She was very helpful in making us aware of our options with respect to how we set up the various documents. She helped us think through some challenging and sometimes sensitive issues...and she provided good solutions for addressing those issues. She was also very helpful in educating us on various estate planning topics. Lisa has a very personable style that makes her easy to work with. She would be a particularly good choice for someone who is new to estate planning and is looking for helpful guidance.

  2. Progressive, high quality estate planning lawyer in Scottsdale

    Posted by Rick, a Estate Planning client,
    Overall rating
     Excellent
    Trustworthy
     Excellent
    Responsive
     Excellent
    Knowledgeable
     Excellent
    Kept me informed
     Excellent
    • I recommend Lisa Keylon.
    • I hired Lisa 6-12 months ago.
    • Lisa handled my Estate Planning matter.

    Lisa really helped us make sense out of a complicated his, hers and theirs type of situation. She helped us understand our estate planning options, then let us decide what path would be right for us. The trust she prepared for us is robust, and has provisions for nearly everything that might happen to us over the next several years. In the end, she took the time to explain all the parts of the trust documents, including identifying the part that might need to be updated over time as our situation changes.

  3. Charitable Remainder Trust client

    Posted by Randy, a Trusts client,
    Overall rating
     Excellent
    Trustworthy
     Excellent
    Responsive
     Excellent
    Knowledgeable
     Excellent
    Kept me informed
     Excellent
    • I recommend Lisa Keylon.
    • Lisa handled my Trusts matter.

    Lisa is very professional and at the same time personable. My experience was with a Charitable Remainder Trust client. I am one of the other advisors for the client. Lisa was very inclusive and helpful to the other members of the team: financial planner and administrator.
    Lisa made a complex process easy for the client to understand. The clients seemed very pleased with the process and the results of Lisa's work.

  4. Great Trust Attorney

    Posted by George, a Trusts client,
    Overall rating
     Excellent
    Trustworthy
     Excellent
    Responsive
     Excellent
    Knowledgeable
     Excellent
    Kept me informed
     Excellent
    • I recommend Lisa Keylon.
    • I hired Lisa 1-3 years ago.
    • Lisa handled my Trusts matter.

    Great personality and office staff. Very efficient. Prices are very reasonable. Helped my son and I with our Gun Trust. Plan to have her do my Revocable Living Trust in the near future.
    George L Sibley MD

  5. Passionate but with Good Sense of Humor

    Posted by a Estate Planning client,
    Overall rating
     Excellent
    Trustworthy
     Excellent
    Responsive
     Excellent
    Knowledgeable
     Excellent
    Kept me informed
     Good
    • I recommend Lisa Keylon.
    • I hired Lisa 1-3 years ago.
    • Lisa handled my Estate Planning matter.

    Lisa enjoys what she does and is thorough to a fault, creating a complete trust document albeit somewhat complex. Her emphasis on family and managing family relationships through the estate process and longer term is outstanding. Lisa is easy to work with and inclusive of all those who may need to involved, such as your financial advisor. We enjoyed working with her.

  6. She made the process enyoable and she is passion of what she does

    Posted by a Estate Planning client,
    Overall rating
     Excellent
    Trustworthy
     Excellent
    Responsive
     Excellent
    Knowledgeable
     Excellent
    Kept me informed
     Excellent
    • I recommend Lisa Keylon.
    • I hired Lisa 1-3 years ago.
    • Lisa handled my Estate Planning matter.
    • I have previously worked with 1-2 lawyers.

    Doing a state planing it was something that we have been postponing for a while because our busy schedule. But Lisa made sure to accomated challenging schedules, keep us informed on the next steps and made all the process enyoable. She is a fantastic communicator and very knowable. Our state planing required different solutions because we are not citizens but our kids are. She made changes to incorporate. We really trust her.

480-922-5552