
Lisa Shaver
Legal
Lisa serves as an Estate Planning Attorney, working directly with her clients to create and maintain a customized estate plan to assist in protecting their wealth and loved ones from probate, taxes and creditors.
With more than two decades of experience in the legal services industry, Lisa offers her clients a truly comprehensive estate planning experience. Prior to joining Creative Planning, Lisa was the founder and managing attorney of a trusts and estates law firm in Southern California for more than a decade.
Lisa received her Bachelor of Science degree in accounting from Louisiana State University and her Juris Doctor degree from the University of Houston Law Center. She is licensed to practice law in both Texas and California.
In her free time, Lisa enjoys playing in beach volleyball tournaments, exploring different cuisines and creating her own new recipes.
Articles by Lisa Shaver
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