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    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.
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    We were referred to Lisa when my husband died suddenly without warning leaving a complicated financial situation due to a failed business as well as a family trust with some difficult issues to resolve before resolution could be achieved. Lisa, in a very friendly manner, worked with us to settle the estate. She is definitely a detail person and made sure everything was done thoroughly and properly so that there would not be unexpected problems down the road. We felt that she was very competent and we appreciated all she did for us.
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  • -Carmen T.
    I count on Lisa to hep me in a clear step by step way.  I trust her to follow through with guidance in what I need to do with the least amount of stress.
    -Carmen T.
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    ·         I recommend Lisa Keylon. ·         I hired Lisa 1-3 years ago. ·         Lisa handled my Family matter. When my husband died suddenly, Lisa helped our family settle the estate and get the family trust in order. There was a failed business involved and a lot of detail work was required and Lisa is good at dealing with details. She made sure that all aspects of the situation were properly put in place. She is very thorough and organized in all that she does
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  • -George S.
    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 S.
  • 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.​
  • -Patsy & Marty N
    Thank you for your careful guidance and thoughtful execution of our estate planning documents. We are particularly impressed with your follow-through to make certain that our various holdings and accounts are properly registered. We know from experience that the plans are only truly effective if assets are re-titled to the trust. The privacy documents simplified that process immensely.
    Lisa, we are also impressed that your fees for your service and ideas are so reasonable for the work performed.  It was clear to me that you did not charge us for every minute of your time! We are happy to recommend you most highly.
    -Patsy & Marty N
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    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. I don't do many of these reviews and it may sound a bet hokey. It is how I feel Lisa.
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