Poncia LAW

My sister and I went to Lisa upon recommendation of a friend when my Mother passed away and we had to deal with her trust. Lisa was extremely knowledgeable, professional, compassionate, personable and patient. She walked us through the process of dissolving and dividing the trust and gave us the pros and cons of all of our different options. Lisa was also responded to any phone/email questions very promptly. I was so impressed with Lisa that when my wife and I wanted to set up our own trust, of course that is who we went to and we are exceedingly happy with the work she did for us. Lisa also knows many other professionals in Marin and when we needed an accountant, she was able to recommend someone that we also liked very much and that we still use today. I really can’t recommend Lisa highly enough!

Lisa is an absolutely wonderful attorney. She helped guide us through the trust/estate planning process for my Mom and Dad back in 2010. My Dad wasn't doing well so we needed to get their affairs in order. She helped to make a very tough time less hard as she helped to explain a very complicated legal process in the simplest terms so we could understand. She is also very patient and compassionate too. This year she helped my husband and I update our own trust to make sure we have all our bases covered for our kids. And currently she is helping my family with my updating my mom's trust. I highly recommend her!

I would give Lisa ten stars if I could. She was incredibly helpful to me after my dad died and I assumed responsibility for all aspects of my elderly mom's care and estate. Unfortunately, the documents I had been provided by another attorney were insufficient, which led to many frustrating conversations with financial institutions, etc. Lisa identified the issues immediately and was extremely efficient at getting me exactly what I needed. Thanks to her, my mom will be able to stay in her home and I have much greater peace of mind. Based on this positive experience, my husband and I are going to use Lisa for our own our estate planning needs.

Lisa helped my dear friend die in peace after she had put off getting her will together for many years. She had written a holographic will but she was nervous it might not suffice. Lisa came to her bedside and in her kind way helped my friend find peace in her last days. As Executor, I worked closely with Lisa to carry through my friend's wishes and go through the maze of paperwork required by the State. I found Lisa accessible and prompt at getting things done. She always kept me up to date. I have recommended her to several friends who have said they do not like attorneys. Lisa is definitely a find.

Lisa Poncia helped me with estate planning, and was fantastic to work with. I was leaving the country, and she was able to set up a trust on a short timeframe. She patiently guided me through the necessary steps and answered all of my questions, making the process easy for me. She was very knowledgeable, thorough, caring, and just all around great to work with. I wouldn't hesitate to recommend her to family and friends.