Lisa supports the firm’s Personal & Succession Planning group. She assists the group and clients with estate, trust and guardianship administrations, managing tasks such as preparing and filing probate documents, petitions, inventories and accountings, obtains valuations of assets, assists in the distributions of assets to estate and trust beneficiaries, and prepares drafts of U.S. estate tax returns. Lisa ensures compliance with legal standards and client expectations while assisting with estate settlements and trust matters.