Cynthia H Lee

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.

I am an ARAG member and Cynthia is a network attorney. I first met with Cynthia in 2005 when my wife was diagnosed with terminal cancer and she helped us revised our trust. Then, I worked with her to administer the trust a few years later. Later in 2015, I amended the trust again when I got remar...ried and my kids grew up. Lastly, I administered my parents trust with her. Every single time, I am touched by how much she care about my family and the professional advice and strategy she was able to give me. She is fair and up front in explaining what was covered by ARAG and what I have to pay out of pocket. Over the years, I have referred my siblings, cousins, aunts and uncles and friends to her and they were all thrilled with her services. Furthermore, their firm do not offer maintenance plans.

Cynthia was not very patient to work with client asking questions. She also offers practically no after-sale service support. A couple months after she completed our trust documents we needed some clarification on some wordings in our trust and her answer was "For further clarifications and questions..., please feel free to make an appointment with our office. All trust review/consultations will be charged at our regular hourly fees. Alternatively, you could purchase our maintenance plan which includes one amendment and telephone/email questions relating to your trust for $500 per year." She will complete your trust but just don't expect to have support afterward even for her mistake. Is it a good value to use her service for such an important document? Please don't make the same mistake as I did.

Cynthia Lee and Ashley helped me tremendously in dealing with the administration of my parent's trust from what needed to happen when through to the disbursement of the trust assets. They were efficient and very professional and helped me make sure that everything was taken care of appropriately and... fairly. I would return for any similar needs.