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 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.