Cynthia H Lee

Ms. Cynthia Lee is an excellent estate planning attorney. I worked with her in 2018 and returned recently to update my Trust and Will. She was thorough, professional, and took the time to explain everything clearly. Her assistants, Joey and David, were also very responsive and helpful. The office is ...well organized and a pleasure to work with. Highly recommended for anyone seeking estate planning services.

We had a family Living Trust created years ago and recently needed to update it. After finding American Trust Institute online, we decided to give them a try — and we’re glad we did. David, the assistant, answered our initial call and provided clear instructions to get the process started. Shortly... after completing the initial questionnaire, we had a consultation with the attorney, Ms. Lee. She was very knowledgeable, addressed all our concerns, clarified our questions, pointed out limitations in our existing documents, and recommended the best options to fit our needs. The updated draft was well-prepared and included a comprehensive estate planning package. While the documents were detailed and lengthy, David was always available to answer our questions, explain the terms, and facilitate communication with Ms. Lee throughout the process. We were impressed with how organized everything was at the final signing meeting — it went smoothly. We’re highly satisfied with the professional service provided by American Trust Institute. They not only helped us make important updates to our Living Trust, but also introduced us to other valuable estate planning documents we hadn’t previously considered. Highly recommended!

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.