Reviews

My sister and I went to Lisa upon recommendation of a friend when my Mother passed away and we had to deal with her trust. Lisa was extremely knowledgeable, professional, compassionate, personable and patient. She walked us through the process of dissolving and dividing the trust and gave us the pros and cons of all of our different options. Lisa was also responded to any phone/email questions very promptly. I was so impressed with Lisa that when my wife and I wanted to set up our own trust, of course that is who we went to and we are exceedingly happy with the work she did for us. Lisa also knows many other professionals in Marin and when we needed an accountant, she was able to recommend someone that we also liked very much and that we still use today. I really can’t recommend Lisa highly enough!

Lisa is an amazing estate planning attorney. As a lawyer myself (who practices in a completely different area of the law), I found her to be helpful in explaining various scenarios, thorough, and concise. She has very fair prices for her services and is a pleasure to work with in a scenario that wasn't entirely easy. I would absolutely recommend her to anyone needing advice about estate planning, or a plan drawn up.

My husband and I have worked with Lisa for the past several years. I have happily referred her to family members, friends and clients. I trust her explicitly and appreciate her knowledge and patience.

Lisa is an absolutely wonderful attorney. She helped guide us through the trust/estate planning process for my Mom and Dad back in 2010. My Dad wasn't doing well so we needed to get their affairs in order. She helped to make a very tough time less hard as she helped to explain a very complicated legal process in the simplest terms so we could understand. She is also very patient and compassionate too. This year she helped my husband and I update our own trust to make sure we have all our bases covered for our kids. And currently she is helping my family with my updating my mom's trust. I highly recommend her!

Lisa is an attorney who takes client service and problem resolution seriously. She strives to listen and reflect on the best way to achieve clients' objectives within the law. An ethical lawyer.

I was originally referred to Lisa several years ago to help my sister and I with a Special Needs Trust for our brother. She came highly recommended and she was fabulous. Not having ever gone through this process I wasn't sure about all of it, but she helped navigate us through all of what was required and why. Not only a relief when it was done but she was very compassionate and so very nice! Now fast forward and I actually need some legal advice not in her area of expertise and I knew if I called her she would have referrals for me. Got them right away! Would not hesitate a second in going to Lisa and/or referring her for Estate Planning needs.

Over the last 20 years, I have worked with numerous law firms and spent a significant amount on legal fees. Lisa Poncia is in the top 1% of lawyers that I have come across and I would highly recommend her for your estate planning matters. If you have been interviewing estate lawyers, you probably realized that it is actually really hard to find exceptional lawyers in the space, so I am so lucky to have been referred to Ms. Poncia. Ms. Poncia immediately focused on the relevant issues of my case and provided practical solutions and guidance to reach a resolution. All law firms are as only as good as the partner you work with, and I would go out of my way to refer Ms. Poncia to anyone (and have referred some of my closest friends to her firm!).

Poncia Law has provided superb advice, actions and service over the years. Lisa Poncia is extremely knowledgeable and shows a keen personal interest in the welfare of her clients, always having their best interests in mind. She has earned my highest trust and confidence in guiding me through the intricacies associated with managing the affairs of a special needs family member.

Lisa helped my family with estate planning. Through the whole process she was patient, understanding and thorough. We really appreciated her in depth knowledge and care for what she does. I highly recommend her.

Lisa helped my family to not only navigate our way through trust/estate planning and all the ups and downs of caring for my ailing parents, and when my dad and then Mama died, she guided me through all the legalities. At a time when I was slowly grappling with grieving the loss of my folks, she took care of the nuts and bolts of the legal issues and made things significantly less thorny for me. Always compassionate yet completely professional. I would recommend her highly.

Lisa has been extremely helpful to us. We are in the process of updating our trust and definitely needed her advice. We find her to be a warm and caring person and have complete faith in her ability to take care of our legal situation in our old age!

I would give Lisa ten stars if I could. She was incredibly helpful to me after my dad died and I assumed responsibility for all aspects of my elderly mom's care and estate. Unfortunately, the documents I had been provided by another attorney were insufficient, which led to many frustrating conversations with financial institutions, etc. Lisa identified the issues immediately and was extremely efficient at getting me exactly what I needed. Thanks to her, my mom will be able to stay in her home and I have much greater peace of mind. Based on this positive experience, my husband and I are going to use Lisa for our own our estate planning needs.