Lisa Kurtz Keylon

Our family has used Lisa and her services for many years, in fact we had such a good experience that we followed her when she moved to her current practice. Recently, we needed her professional help revisiting the family Trust and Estate Plan following the death of my father. Once again Lisa helped w...ith every step, in fact she took our call while on vacation going above and beyond expectation. We worked together on trust amendments, property deeds, beneficiaries, EIN requests, family settlement agreement and much more. More importantly, Lisa has that down to earth approach, not only in her demeanor but also in her ability to fully explain all steps involved.

We have known Lisa for 7 years as she did some previous trust work for us with excellent results. Our family trust required updates and we went again to Lisa due to the great experience from the past. Lisa is very knowledgeable on the subjects and explains everything in a way that a non-legal perso...n can understand. In addition she is very personable and easy to work with on these matters which at times can get a bit intense! The entire process went well and we are very pleased. We have additional trust work to update that have already retained Lisa to start in April. You will not be disappointed with Lisa, very professional and courteous.

I had the pleasure of hiring Lisa for a very difficult situation regarding my mother. After our initial phone call, Lisa graciously met us at Banner Hospital where my mother was being treated for 3 types of cancer. She sensitively attained all of the information required to make my mother's will and ...power of attorney. Lisa was very careful, thorough and kind during what was a very sad time for our family. We did not know it at the time, but my mother would pass away 2 months later. Lisa found and corrected a glitch for which had not hired her, would have posed a huge problem for us and cost us a lot of money to deal with later. She kindly spent time on the phone with me due to me living in Pennsylvania, all while making the whole process very affordable. She is not a nickel and dime attorney and she has a giant heart. She was there for us at all times and we were consistently able to get ahold of her or her assistant. There were a few occasions that I needed something that was time sensitive and she dropped everything to handle it right then and there. She was not only our attorney, but was also a friend to us. I highly recommend Lisa Keylon and her thorough and sensitive work an estate planner.

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 t...o 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.