Estate, Family & Wealth Protection Planning

Testimonials


"Planning for your financial future is an act of love you give to your family."

 

Our experience with Ms. Rice was very good.  She was referred to us from our attorney in our previous state of residence, via a trusted professional network. She was extremely thorough, and displayed an in-depth knowledge and experience with the Family Trust and associated estate planning issues that we needed addressed.  I would certainly recommend her for this type of legal counsel.

Darren and Melissa Duerksen
Highlands Ranch, CO

We were introduced to Ms. Rice through our financial manager.  Because we have great faith in him as well as his judgment, we decided to meet with Ms. Rice this past summer.  I must say, still to this day, we are very impressed not only with Ms. Rice as far as her knowledge of Estate Planning, as well as other legal advice, but also how prompt she is.  

We work with several different people in the legal industry due to what our business exposes us to.  Never on any level of activity have we had the type of consideration, attention and personal respect that Ms. Rice has given us.

My husband still questions if she is an apparition of some sort, due to the level of professionalism as well as expedience she gives consistently.  

What more can I say about Ms. Rice that would promote her skills?   Maybe not only have I had a wonderful professional experience (which will continue in years to come) but also, I now consider her a very special friend.

Thank you, again, so much for the opportunity to share our experience with Ms. Rice.

Wayne and Sherry Unruh
Evanston, WY

We were extremely pleased with Lisa’s professional services. She was very knowledgeable and professional in all aspects of the legal process, but maintained a friendly, personal attitude with us during a very complicated legal venture. We felt as if Lisa always had our best interests at heart. We were very impressed with her attention to the smallest detail, and she was always available to us to answer questions, make changes, or explain a complicated process.

We have recommended her to several of our friends and would recommend her to anyone seeking a professional, detail-oriented, personable attorney.

Doug and Donnie Gooch
Chromo, CO

During a difficult time in my family’s life, Lisa provided comforting legal advice and essential trust documents.  This was necessary for the protection of a very special and loved person to ensure a solid, safe future.

Don. Edwards
Englewood, CO

For several years we had deferred putting our financial affairs in order. After attending a number of planning seminars, we concluded that waiting was not good. Three criteria came to mind as we sought professional guidance. Our counselor must be qualified, sensitive to our needs, and not pushy.

Our initial meeting with Lisa put our reservations to rest. We immediately recognized the excellent quality of her educational and professional achievements. She attentively listened to our goals for our plan, and then asked incisive questions. Lisa discussed several options with us as well as costs for each option. She did not ask for a commitment, but sent us home to think things over so that we would be comfortable with our plan. Lisa met our criteria and then some.

In subsequent visits with Lisa, we were pleased that she was always on time, well prepared and willing to accommodate any changes in documents that we suggested. The final result included a plan to easily pass our estate to our heirs without their being burdened with legal hoops, instructions to our children as well as the medical community in the event we were incapacitated, and all necessary assistance from Lisa to formalize our documents. Because of Lisa’s professionalism, encouragement and guidance, we have peace of mind that our estate is in order. Thank you Lisa.

Dolores and John H. Deeter
Centennial, CO

Lisa did a terrific job for us. We weren’t real sure what to expect as she helped us with our will. She suggested things we didn’t know about. She was thorough and professional from start to finish. We wouldn’t hesitate to recommend Lisa to anyone seeking help from an exceptional lawyer.

Kenneth and Francis Wiscamb
Denver, CO

Lisa Rice did an excellent job of preparing my trust. She was very precise in the explanation of the contents of the trust. All the legal aspects were also pointed out in the event of my death.

Her work was done in workmanlike manner and also explained in layman’s terms that I could understand. It was also done in a timely manner.

I would recommend her legal services to my friends and associates.

Gordon L. Odell
Denver, CO

Lisa Rice is the most thorough professional attorney I’ve ever had. She gave me advice that protected me and my assets. She went out of her way to find out what would be the best thing to do in my legal situation. As a single mother, I was so grateful that I had someone I could trust and even consider a friend.

Lisa Dolton
Parker, CO

Lisa is a very knowledgeable and experienced trust attorney. She is very committed to her clients and works to ensure their interests are served. In fact, she developed some innovative solutions in structuring my living trust. This included preparing some clear and concise language that addressed some complicated preferences that I had directed for some of my assets. I found her efforts not only clarified my wishes, but did so in a manner that protected my assets. Upon completing the trust agreement, she worked to ensure that all of my assets were properly identified and assigned to the trust.

Lisa is very easy to work with because of her personable and friendly style. She is also an excellent listener. She is very responsive to her clients in meeting deadlines and returning phone calls when questions arise. Her work product is always thorough and accurate. She is also extremely conscientious and fair about her fees. She uses a flexible system of fees that is commensurate with the complexity of services needed for a given situation. I was extremely pleased with the living trust Lisa developed for me. I have the utmost confidence in her abilities and I whole heartedly recommend her to anyone looking for a knowledgeable, conscientious, and client focused trust attorney.

Dave Brown
Highlands Ranch, CO
manager, Regulatory Affairs–Health, Safety and environment

Lisa was amazing! She quickly put me at ease despite the anxiety I was feeling about writing a will – would it truly leave my assets to the intended recipients without monies being lost to courts and attorneys as it was when my father passed. And, I wanted to be sure that my beloved animals would be taken care of and that my intentions on their behalf be written into my will.

Lisa not only anticipated the litany of questions that raced around in my mind, but she brought up many things that I’d never considered, but was sure glad that she did!

Lisa has a knack for instantly establishing rapport and giving you the sense that you are talking to a trusted friend, not an impersonal attorney.

I’m immensely pleased with the final product that resulted in my will and thanks to Lisa, I now have great peace of mind knowing that my “house is in order.”

Susan F. Sylvia
Albany, Ny & Sarasota, FL