Lisa Allen
THE LAW OFFICES OF LISA J. ALLEN, PLLC
drivenep.com
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: New York
What to expect from Lisa Allen
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Lisa Allen
Hello! I'm Lisa J. Allen, your local Personal Family Lawyer®. I'm here to support you with a heart-centered, client-focused approach that gives you absolute clarity and peace of mind about the decisions that shape your life — and protect your legacy. Estate planning isn't just about documents. It's about you — your family, your assets, and your values. Together, we'll look at your family dynamics, inventory your assets (and you may have more than you realize!), and consider your state's default plan for you — so we can design a plan that reflects what truly matters to you. Why Estate Planning Found Me My legal career began with a degree from the University of Georgia, followed by earning my Juris Doctorate from Oklahoma City University School of Law. I've been a licensed attorney since 1998 in Georgia, and I expanded my practice to New York in 2024. For years, I practiced in patent and intellectual property law — work I enjoyed but didn't feel personally connected to. That changed in 2021 when I discovered estate planning — and realized I had found my calling. This work allows me to guide families, protect legacies, and build meaningful relationships with my clients. More About Me I'm proud to be the spouse of a retired Air Force veteran, and I was fortunate to spend many years traveling throughout Europe during our military life. This experience shaped who I am — and today, I'm working toward VA certification to better serve military families with their unique estate planning needs. Outside of work, I love: Cool and unique cars Spending time with our pets and family Building friendships across all ages, backgrounds, and communities My Commitment to You As your Personal Family Lawyer®, I'm here to be your trusted advisor — guiding you through life's biggest decisions with care, clarity, and compassion. My mission is simple: Help families stay out of court and conflict in the event of death or disability — and help create lives worth living and legacies worth leaving. “Estate planning is not just about protecting assets — it's about protecting the people you love and leaving a legacy that reflects who you are.” Let's Start Designing Your Legacy I would love the opportunity to help you plan for the people you love — and everything else you care about. I look forward to meeting you!
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Lisa Allen
Complete the form below to reach out and schedule your 15-minute discovery call.