Cynthia H Lee

I worked with Cynthia Lee for two trust adjustments over the years. She is very detailed and thoughtful in her trust design advice laying out lots of possibilities that needed to be considered, beyond what my simple ideas were. She made sure what my wishes were truly conveyed in my trust. Dav...id her front desk staff was polite, professional, and helped me save money by fact checking some details needed in my case. They were courteous and respected my time. I feel well cared for by this team.

I have nothing but great things to say about Cynthia Lee who recently helped my wife and I update our trust review on our estate planning. Cynthia took the time to get to know us and understand our plans and wishes when creating our estate. Cynthia thoroughly guided us through the California legal s...ystem, explaining all of the documents and giving us thoughtful and important suggestions. I know that Cynthia also did a great job for some of my real estate clients as well, helping them navigate through difficult situations while always placing the families' interests first. That being said, I would highly recommend Cynthia Lee to anyone in need of estate and trust planning because I know Cynthia is extremely knowledgeable, very smart, professional, efficient, and ethical.

Cynthia and her team helped my family navigate a very messy situation. My mom named me as the trustee and my sibs' personality left a lot to be desired. Throughout the last year, she calmed me down no matter how much they irked me and told me to just concentrate on my trustee duties! I really need...ed her experienced perspective and now I can still get together with my extended fam for holidays. I would recommend ATI with no reservations to help any trustee.