Description
Join us as Lisa N. Shearman discusses the ins and outs of estate planning, and the importance of creating an estate plan to provide peace of mind for you and your loved ones. Learn about preparing for the management and distribution of your assets after death. Lisa will cover the key documents required for an estate plan to achieve your objectives to distribute your assets to whom you want, the way you want, when you want, manage the risks of incapacity, delegate health care decisions, plan for children and grandchildren, and promote family harmony, while avoiding probate, and protecting your estate. Lisa will also discuss the importance of updating beneficiary designations for life insurance, retirement accounts, and other financial assets, and what to expect when you work with an estate planning attorney.

Bio (from Keegin Harrison LLP website)
Lisa N. Shearman’s practice focuses on estate planning, and trust and estate administration. In her estate planning practice, Lisa advises clients on a variety of matters, including advance health care directives, financial durable powers of attorney, wills, revocable trusts, and funding trusts.
Lisa began her career in law in the late 1990s in London where she worked for two preeminent firms: Norton Rose and Ashursts. After qualifying as a solicitor (attorney equivalent) of the Supreme Court of England and Wales in 2002, Lisa worked for London law firm, Orchard, where she practiced commercial litigation. Upon moving to San Francisco in 2004, Lisa worked in-house at Albourne America LLC, a leading provider of independent research and advisory services for alternative investments, and then in a wealth advisory firm.
In 2017, Lisa joined the estate planning Law Offices of Elizabeth Krivatsy. During her time there, Lisa studied for and took the California bar exam and was admitted as an attorney. Lisa advised her own estate planning clients, before joining Keegin Harrison in 2023.