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5.0 stars 9 totalReview Lisa Keylon
Posted by Brad
We are very glad to have found Lisa to guide us through our estate planning, which while not horribly complex, included some special attention towards our deaf daughter and an inherited IRA. Lisa and her staff were very thorough in all this. Importantly, her work does not end with delivering the plan or trust, but continues to make certain the instrument is properly funded and put in place. In our situation, this involved communication between Lisa and our financial advisor, both working to make everything run smoothly. That advisor was so impressed with Lisa (he has worked with Many lawyers), that he now recommends her to his clients in the Phoenix area.
Posted by Gary L
I was in need of a complete estate plan review and update, and Lisa was one of three attorneys recommended. After telephone interviews, I was comfortable going to the next step - a personal interview. The interview went exceptionally well, and I knew she was the one to do what I expected. My original trust documents were completed in 2001, and were in need of significant modification.
Lisa listened carefully and took the time to develop all that was necessary in a complete estate plan. I could not have asked for a better job. She worked closely with my financial planner of 20 years, and incorporated their suggestions - since they had worked with me for so many years.
The end result was a complete and professional plan that I am confident was worth every penny spent.
I would recommend her to anyone for development of a detailed estate plan. She and her staff were very impressive.
Posted by Gary
My Living Trust was created in 1997. As the time went by and so many items and people and my desires listed in the trust had changed. I felt very uncomfortable and hoped that nothing would happen to me before the trust was re-stated. Looking for a good lawyer I asked around and even interviewed a couple. Neither felt like the 'right' lawyer. Then, I was recommended to Lisa. I immediately felt confident about her and used her. I gave her excellent results for each of the review ratings on Avvo. She deserved each. She was more like a friend who had a genuine interest in setting up the trust the way that it should be and for what I wanted to accomplish.
Posted by anonymous
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.
Posted by Rick
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.
Posted by Randy
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.
Posted by George
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
Posted by anonymous
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.
Posted by anonymous
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.