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.

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.

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.

Cynthia has done quite a bit of work for my family and extended family over the years. Not only did she draft most of the trusts for me and my sisters but she also took care of the trust administration when both my parents died. She made excellent suggestions based on her vast experience with deali...ng with family issues during these difficult times and saved us a lot of tax dollars to boot. I would not hesitate to recommend her to all my family and friends. Also, unlike the negative comment from the reviewer below, I have had excellent service from Cynthia, she even responded to my non-urgent question from work done a few years ago when she was on maternity leave. Now, that is what I call above and beyond!