Dennis T. Lee

My experience with Dennis Lee has been excellent.  Dennis is knowledgeable, efficient and very personable.  I was very pleased with the estate planning experience that I have had with him.  The individual planning meetings were exactly what I wanted and needed.  The documents that were prepared were ...perfect and delivered exactly as promised. I have also been pleased with the support I receive when I call with my questions.  I would highly recommend Dennis to anyone looking for Estate Planning assistance.

I engaged Dennis for my estate planning needs and he proved to be extremely knowledgeable and patient. He provided very helpful guidance in making the myriad complex decisions regarding the disposition of my assets. Once he managed to inform me and help me make decisions with which I was comfortable ...he created a comprehensive trust, along with extensive and clear documents and instructions for my executor. Dennis' superlative work brought me real peace of mind on this crucial set of issues. I could not be more satisfied with his work and have unhesitatingly recommended Dennis to all my friends.

Dennis Lee did an outstanding job with my Trust. I moved to California 18 months ago and needed a trust to protect my assets for my heirs. He was extremely helpful in navigating the right approach based on my needs and steered me in the right direction. His knowledge and guidance was very impres...sive and exceeded my expectations on many levels. Their approach was the right combination of education for myself, direction for my trust and the personal touch needed for estate planning. I highly recommend Dennis for all of your Estate Planning needs.