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 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.