Lisa Kurtz Keylon PLC

My parents went to a law firm and had a trust made a number of years ago. Four years ago I moved in with them to help my father who was ill and my mother who is suffering from dementia. When my father passed away in 2020, I realized that I needed help with the trust; I was overwhelmed. There were still things that needed to be done on the trust. I was uncertain about what to do and how to do it. I wanted to be sure I was doing things correctly. I told a good friend about my dilemma and he recommended that I call Lisa. I’m I glad I did! She contacted me promptly, and we set up a meeting. She reviewed the trust, the things I did, and advised me on the things I still needed to complete. She drew up documents that clarified my position as successor trustee which have facilitated to process. She took the time to explain the things I didn’t understand. I mentioned that I had filed for a tax extension for my parents and needed help fast. She made a conference call to a great CPA and I was able to set up an appointment to get their taxes done, too. Everything I fretted over for months was resolved in minutes. I highly recommend Lisa. My friend was right; she is very knowledgeable, honest and fair!

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 person 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.

When I moved to Arizona I knew I needed to get .my affairs in order but did not know where to start. I attended Lisa Keylon's estate planning seminar and couldn't believe how much relevant information she covered. She explained how the estate planning process worked in clear and easy steps. In our follow up appointments, she really listened to what I wanted done and worked with me to determine the easiest ways to make it all happen. I can relax now that I know my estate plans are in order and that my personal decisions will be followed. I know that as time goes by situations can change, so I also appreciate that Lisa will have annual follow ups with me to see if my estate plan needs to be updated. Lisa made the whole process easier than I thought it would be.

Lisa is absolutely the best! I was between a rock and a hard place. I was getting divorced and buying a new home. My ex husband to be refused to sign the paperwork stating that he would have absolutely no ownership in the house. The title company wanted that paperwork signed. My ex was just being as difficult as possible. Boy, could I tell you some stories about that. Lol. The title company suggested that I open a trust and buy the house through the trust and then he wouldn’t need to sign the disclaimer. Lisa Keylon was referred to me by my insurance guy. I called her and she immediately knew what we needed to do. I was working on a short time window and my house was set to close in 10 days. I am still amazed that she was able to get everything done and I bought my house through my new Trust. I also did my living will and power of attorneys ect. along with the trust. She gave great advice and definitely had a vast knowledge of the law regarding trusts and estate planning. I recommend her highly.

Ahead of the Curve Law — Review of Lisa Kelyon, the company’s founder and principal: When my mom’s physical health and autonomy began to deteriorate about a year ago, I found Lisa Keylon through my financial advisor. In a matter of weeks, Lisa transformed my mother’s estate plan into a clear and comprehensive who-, what-, when-, where- and how-to, should my mom become incapacitated, based on my mother’s wishes. Her work was so thorough and our experience with her was so easy, we thought, hey, let’s do the same for my brother! None of us could anticipate the curve balls he would have in store for his future, but Lisa managed to convert some very sensitive, even controversial ideas into a system of contingency trusts and agreements, all within a very tight time frame. On the rare occasion that an idea is really “out there”, Lisa teams up with the best specialists. Working with them and with her comparatively, I further appreciated Lisa’s genuine attention and concern for the needs of our family. She has a true gift for working with people. And a knack for not getting ruffled. She might want to consider retitling her business: Ahead of the Curve Ball!