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Sara Lyons

Sara Lyons

EVERGREEN LEGACY LAW
https://evergreen-legacy-law.com/

Areas of Focus: Life and Legacy Planning

Licensed States: Pennsylvania

What to expect from Sara Lyons

  • 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 Sara Lyons

I serve as a trusted advisor to individuals and families, helping them plan for the future with clarity and confidence. I graduated from Pennsylvania State University Dickinson School of Law in 2003 and have built my work around clear communication, practical problem-solving, and a genuine commitment to helping clients feel confident in the decisions they are making. In addition to my estate planning practice, I also serve as fractional corporate counsel to small and mid-sized businesses. That work gives me added perspective when advising families, especially those who own businesses or have more complex financial lives.

My training in mediation and dispute resolution informs how I work with clients. I hold a certificate in dispute resolution and advocacy and have extensive training in negotiation and alternative dispute resolution. This foundation allows me to guide clients through important decisions in a calm, thoughtful, and collaborative way. My experience in family educational mentoring, along with a certificate in parent education, further shapes how I support clients with empathy and understanding.

I believe that estate planning is about far more than documents. It is about protecting relationships, preserving dignity, and helping families move forward with confidence. My goal is to help clients create plans that minimize conflict, avoid unnecessary court involvement, and provide clarity for their loved ones when it matters most. I aim to be a trusted advisor who clients can turn to not only for documents, but for guidance through life’s important transitions.

Whether planning for the future or navigating life’s changes, I strive to make the process approachable, thoughtful, and grounded in genuine care. As a parent of three, I understand firsthand the importance of planning for and protecting the people we love.

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

  • Asset-1how-you-hire
    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.

  • Asset-1@3x
    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.

  • Asset-1what-we-protect
    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.

  • Asset-1transparency
    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.

  • Asset-1DElivery
    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.

  • Asset-1work-150x150
    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.

Sara Lyons
Evergreen Legacy Law
https://evergreen-legacy-law.com/