MATHEWS LAW
https://mathewslawpllc.com/about-lisa/
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: Virginia
Lisa loves helping families plan for their future! Estate planning has been a core aspect of Lisa’s practice from the beginning of her legal career.
Lisa graduated cum laude from George Mason Law School where she served as Articles Editor for George Mason Law Review. During law school, Lisa interned for the Department of Justice – Office of Immigration Litigation, Appellate Division, and the Senate Judiciary Committee, Office of Senator Hatch. She also participated in the Mason Veteran and Servicemember Clinic and the Supreme Court Legal Clinic, where she contributed to two Supreme Court briefs. And, she interned for Judge Contreras on the U.S. District Court for the District of Columbia. Lisa also published two articles in law journals.
Prior to law school, Lisa worked at Fidelity Investments for 12 years as a project and people manager where she gained extensive knowledge of the retirement industry. Lisa also has a Master of Business Administration from Indiana University and a Bachelor of Arts from Brigham Young University.
After law school, Lisa worked for the Small Business Administration assisting hurricane victims acquire emergency loans. She has worked in Northern Virginia as an attorney on a wide variety of cases including estate planning and probate, criminal defense, divorce, custody, civil litigation, appellate, and juvenile cases. Lisa is a certified Guardian ad litem for children. She is also a certified court-appointed attorney for misdemeanor and juvenile cases.
Lisa is an adjunct professor at Antonin Scalia Law School at George Mason University – in the LLM program.
She is also the co-founder of Acclivity, a training company for lawyers
Lisa is an active member of her church, The Church of Jesus Christ of Latter-day Saints. She served a 1.5-year mission in St. Petersburg, Russia. She also plays the flute and spends as much time with her nephews as possible.
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.
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.
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.
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.
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.
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.
Complete the form below to reach out and schedule your 15-minute discovery call.