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Lisa Montgomerie


+44 (0)1206 217006

Lisa, who qualified as a solicitor in 2007, joined the TSP Wills and Estates team in February 2010. Lisa advises clients in a number of areas, including the preparation of Wills and Powers of Attorney (registering Enduring Powers of Attorney and preparing and registering Lasting Powers of Attorney); Inheritance Tax planning; the administration of estates, setting up and administering trusts, and making applications to the Court of Protection.

Lisa who was born in Colchester attended the Ramsey school. After completing her Law degree at Sheffield Hallam University in 2003, Lisa studied for her Legal Practice Course at The College of Law in London. She completed her training at a local Essex law firm and on qualification practised Wills and Estates law there.

In January 2009 Lisa was admitted by the Master of the Faculty Office of the Archbishop of Canterbury as a Notary Public. Her work as a Notary includes preparing and executing legal documents and attesting the authenticity of deeds and documents for use abroad.

She is a member of Solicitors for the Elderly (SFE), qualifying with a 100% pass mark. Solicitors for the Elderly are an independent national organisation that provide specialist legal advice for older and vulnerable people, their families and/or carers.

Lisa adds “I really enjoy my Notary Public work. This is an extra qualification that I studied for after I had qualified as a solicitor. It is different from my Wills and Estates work and means my work is all the more varied and interesting.”

To find out more about the Wills and Estates services that Lisa can offer click here.

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