Lisa Montgomerie - Senior Associate

Lisa is a Senior Associate in our Lifetime Planning team. She is also a Notary Public in England & Wales.

Lisa is experienced in Wills, Powers of Attorney, Inheritance Tax planning, lifetime and succession planning, and Estate administration. As a Notary Public, Lisa prepares and witnesses signatures on documents used worldwide.

Lisa qualified as a Solicitor in 2007 and as a Notary Public in 2009.

Lisa has worked in local firms since qualifying in 2007 and has assisted many families with the estates of deceased relatives, guiding them through difficult times.

Lisa particularly specialises in advising elderly and vulnerable clients on succession, Will drafting, Lasting Powers of Attorney, and considering mental capacity.

Lisa enjoys taking time to get to know her clients, gaining a real understanding of who they are and what they want to achieve, so the advice is bespoke to them and their circumstances.

Outside of work, Lisa enjoys spending time with her children, which involves spending most weekends on the side of a rugby pitch.