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Lisa M. Adler

Estate planning Attorney at Indianapolis, IN

5.0   10 reviews

About Lisa

Learn Lisa’s areas of practice.

4
Practice areas
  1. Estate planning
    25%
    Trusts, Wills, Power of Attorney, Living Wills, Appointment of Health Care Representative, Funeral Planning Declaration, Planning with Digital Assets, Pet Trusts

    18 years

  2. Probate
    25%
    Estate and trust administrations; adult guardianship; probate disputes and litigation

    18 years

  3. Trusts
    25%
    Revocable Trusts, Irrevocable Trusts, Minors Trusts, Life Insurance Trusts, Trust Contests, Trust Litigation including Trustee breach

    18 years

  4. Wills and living wills
    25%
    Estate Planning, Last Will and Testament, Living Will, Advanced Directives, Will Contests.

    18 years

Lisa practices in the areas of estate planning, trust and estate administrations, and probate disputes.  Lisa strives to solve problems and provide peace of mind for clients.  Whether a client is setting up an estate plan, administering the estate or trust of a loved one, or seeking resolution of a probate dispute or litigation, Lisa enjoys helping clients find solutions.

Lisa is the Managing Partner of the Indianapolis and Carmel based, full-service law firm, Harrison & Moberly, LLP, one of Indianapolis’s oldest firms.  She is happy to meet with clients at either the firm's Indianapolis or Carmel office.  She is flexible in scheduling a convenient time to consult with clients and will work with your scheduling needs.

 

Advertising Material. This is an advertisement. Lisa M. Adler, Harrison & Moberly, LLP, 10 W. Market St., Ste. 700, Indianapolis, IN 46204, (317) 639-4511. The information contained here is provided for informational purposes only, and should not be construed as legal advice on any subject matter. No recipients of content from this site, clients or otherwise, should act or refrain from acting on the basis of any content included in the site without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from an attorney licensed in the recipient’s state. The information contained in the website is intended for general information purposes and may not apply to your situation. The information contained in this website does not create an attorney-client relationship between the reader and Lisa M. Adler.

 

Licensed for 18 years
State IN
Status Active In Good Standing
Acquired 2004
Updated 10/12/2022
State FL
Status Inactive
Acquired 2006
Updated 11/23/2022
State IL
Status Voluntarily Inactive
Acquired 2005
Updated 10/11/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Lisa

Harrison & Moberly, LLP
10 West Market Street
Suite 700
Indianapolis, IN, 46204
Harrison & Moberly, LLP
760 S Rangeline Road
Ste. 164
Carmel, IN, 46032
Harrison & Moberly, LLP
114 South Meridian St
Suite A
Lebanon, IN, 46052
Hide locations

Reviews

5.0 / 5.0
  10 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
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1 Star
 
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Posted by Jim | December 12, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Highly Responsive & Knowledgeable
I had the honor of working with Lisa Adler handling some unfortunate circumstances involving an estate. Lisa is a phenomenal attorney and person. She is knowledgeable, highly communicative, responsive, empathetic, and I could go on. She has a knack for creative problem solving and explaining things where I could understand the options presented to make a well-informed decision. Admittingly, I was overwhelmed juggling these affairs in addition to my normal responsibilities. I would HIGHLY recommend Lisa as an attorney in any area of law she specializes in.
Read less
Posted by John | July 5, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Absolute confidence
I hired Lisa Adler to help with an estate situation. She and her team fulfilled my requests with professionalism, honesty, and integrity. She provided a human touch to the loss of my mother. I have had many dealings with attorneys over the years and have never met one as fair and equipped as Lisa Adler. I'd hire her again.
Posted by anonymous | January 30, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent, professional and responsive!
I easily found Lisa online and reached out about her services. She and her paralegal, Karen, were very responsive and communicated very well via email, phone and in person. Our timeline for the meeting, creation and filing of these documents was short. Lisa and Karen were able to meet our expectations. Lisa made these important, and sometimes emotional, tasks convenient for us. She is easy to work with, reasonably priced and very thorough. I would highly recommend working with Lisa on your estate planning needs.
Read less
Posted by Jerry Smith | July 8, 2017
This review is from a person who hired this attorney.
| Hired Attorney
She responded
As I expected there was a problem with voicemail system. Ms Adler responded very promptly to last review which was my goal. I have retained her consul and i am very sure that she will do the best job possible. In the short 25 mins I talked with her she did damage control and gained my complete confidence. It proved my research was correct and she is the best lawyer for the task I have. It would be nice if Avvo could find a way to allow clients to respond to a low review before it gets posted and give posters the chance to redact it.
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Posted by anonymous | October 27, 2016
This review is from a person who hired this attorney.
| Hired Attorney
finding Arete
Lisa is the embodiment of the Greek concept of Arete, or, the pursuit of excellence in all of her endeavors. She guided me through a very unwieldy and difficult case and followed through on every avenue and strategy needed to bring resolution and successful closure to my Mother's Estate. Her communication skills are impeccable and she never allows emotions or personality issues to cloud her intellect or distract her from the tasks at hand.
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Posted by anonymous | March 20, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent
Ms. Adler was detailed in her work, prompt, and easy to work with. She helped us originally establish our wills for our family, and when the time came to make changes, once again she was excellent to deal with. We appreciate that help and guidance and would highly recommend her.
Posted by anonymous | November 11, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Approachable and Detail-oriented
I live over an hour from Lisa's office, but she came so highly recommended that I was willing to travel for her expertise. LIsa helped my husband and I create a will. After having our first child, we knew it was important to formalize our wishes should we no longer be able to care for our son. Lisa was very knowledgeable and walked us through the process each step of the way. We appreciated her attention to detail and friendly demeanor. I have referred a number of my friends and highly recommend her.
Read less
Posted by Amanda | November 11, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Smart, responsive, compassionate.
Lisa drafted my will and advanced directives, and she oversaw the administration of my father's estate when he passed. Her advice was spot-on, and her work product was high-quality & efficient. She's very approachable and explains things well.
Posted by Dottie | August 3, 2015
Family Estate Trust dispute
I retained Ms. Adler to litigate a complicated family trust account dispute for me. I found her to be very personable, open and frank with me regarding all issues and fees. She dealt very effectively and expertly with everything that arose. I felt comfortable entrusting her to handle everything pertaining to this litigation. Personally, I was very comfortable speaking with Ms. Adler as it was clear to me that she personally cared about me as well as the case. Before retaining her, I experienced much stress regarding this sensitive situation, as it involved family members. Once I became Ms. Adler's client, I felt a huge weight lifted as I was assured she would handle everything well for me, and I didn't need to worry as much as previously. My case was resolved and I would certainly recommend Ms. Adler and would retain her again if need be.
Read less
Posted by John | June 18, 2013
Trust Advice
My wife and I had questions regarding a family trust and disposition of real and personal property. Ms. Adler provided us with the answers we needed within one day. She is extremely knowledgeable and professional and comes highly recommended.
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Partner
  • Harrison & Moberly, LLP
  • 2009 - Present
  • Managing Partner
  • Harrison & Moberly, LLP
  • 2015 - 2021
  • Associate
  • Harrison & Moberly, LLP
  • 2007 - 2009
  • Associate
  • Starkey Law Group
  • 2004 - 2007
View all work experience

Education

  • Indiana University School of Law, Bloomington
  • JD - Juris Doctor
  • 2004
  • Indiana University-Bloomington
  • BS - Bachelor of Science
  • 1998

Associations

  • Executive Committee Estate Planning and Administration Section, Indianapolis Bar Association
  • Member
  • 2020 - Present
  • Probate Review Committee, Probate Trust & Real Property Section, Indiana State Bar Association
  • Member
  • 2019 - Present
  • Hospice Program, Indianapolis Bar Association
  • Attorney Volunteer
  • 2016 - Present
  • Girl Scout Troop at School CFI 27
  • Troop Leader
  • 2016 - Present
  • National Association of Elder Law Attorneys
  • Member
  • 2014 - Present
  • IBA Low Asset Will Clinic
  • Attorney Volunteer
  • 2010 - Present
  • Indianapolis Bar Association
  • Member
  • 2004 - Present
  • Indiana State Bar Association
  • Member
  • 2004 - Present
  • IPS CFI 27 PTSA
  • Board Member
  • 2015 - 2017
View all associations

Languages Spoken

  • English

Awards

  • Super Lawyer
  • SuperLawyers
  • 2021
  • Distinguished Fellow
  • Indianapolis Bar Foundation
  • 2018
  • Rising Star
  • Super Lawyers
  • 2016
  • Rising Star
  • Super Lawyers
  • 2015
  • Certificate of Business Administration
  • Butler University, Executive Education for Lawyers
  • 2015
  • Rising Star
  • Super Lawyers
  • 2014
  • Rising Star
  • Super Lawyers
  • 2013
  • Rising Star
  • Super Lawyers
  • 2012
  • Rising Star
  • Super Lawyers
  • 2011
  • Rising Star
  • Super Lawyers
  • 2010
  • Rising Star
  • Super Lawyers
  • 2009
  • Graduate
  • Indianapolis Bar Association, Bar Leaders Series
  • 2009
View all awards

Publications

  • Elder Law Institute
  • Practice Tips to Avoid Litigation, Protect Fiduciaries, and Maintain Family Harmony in the Implementation and Execution of Long-Term Care Plans
  • 2016
  • Estate Planning magazine
  • Striking a Balance Under the New Uniform Power of Attorney Act
  • 2008

Speaking Engagements

  • Solo and Small Firm Conference
  • Trust Contests: How to Avoid One and What to Do if You Can’t
  • 2021
  • Indiana Continuing Legal Education Forum
  • Estate Planning with Assets in Multiple Jurisdictions
  • 2019
  • Indiana Continuing Legal Education Forum
  • How to Avoid Probate – But Should You?
  • 2019
  • Estate Planning with Assets in Multiple Jurisdictions
  • Multiple-Jurisdiction Estate Administration
  • 2019
  • Estate & Succession Planning for the Family Farm
  • A Digital Afterlife? Estate Planning for Your Digital Assets
  • 2018
  • Indiana Continuing Legal Education Forum
  • Digital Assets in Estate Planning: An Update Following Recent Law Changes
  • 2017
  • Practical Estate and Probate Administration
  • Probate Administration Practice; Small Estate Administration and Insolvent Estates
  • 2016
  • Indiana Continuing Legal Education Forum
  • Digital Assets in Estate Planning & At the Death of a Client
  • 2016
  • Elder Law Institute
  • Practice Tips to Avoid Litigation, Protect Fiduciaries, and Maintain Family Harmony in the Implementation and Execution of Long-Term Care Plans
  • 2016
View all speaking engagements

Attorney endorsements

Received (2)
Given (1)
Estate planning Attorney | May 17
Relationship: Fellow lawyer in community
"Lisa is a very caring attorney"
Probate Attorney | Jun 14
Relationship: Fellow lawyer in community
"I have known Lisa for many years and have handled cases with Lisa as an opposing attorney. Without reservation, I recommend Lisa as skilled probate litigator and estate planning lawyer."