Estate planning for every stage, from your first trust to your family's legacy.
Every plan is designed by Cynthia Lee personally. Choose a starting point below, or request an appointment and we'll find the right fit together.
Plan your estate
The foundation every California family needs: who receives what, who is in charge, and who decides for you if you can't.
Revocable Living Trusts
Set out who receives what, with a path that generally avoids formal probate for trust assets.
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Wills & Guardianship
Pour-over wills and guardian nominations for minor children.
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Powers of Attorney & Health Care Directives
Choose the people who make financial and medical decisions if you can't.
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Special Needs Trusts
An inheritance for a loved one with a disability, held in trust to supplement the public benefits they rely on.
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Pet Trusts
Funds and clear, enforceable arrangements for the care of the animals who depend on you.
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Advanced & high-net-worth planning
For larger estates, business owners and families thinking across generations: reducing estate tax, protecting assets and keeping control where it belongs.
Estate & Gift Tax Planning
SLATs and lifetime gifting for estates that may exceed the federal exemption.
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Grantor Retained Annuity Trusts (GRATs)
Direct the future growth of appreciating stock to your children, with a calculated gift that can be small or close to zero.
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Irrevocable & Dynasty Trusts
ILITs and dynasty trusts that hold wealth for children and grandchildren on your terms.
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Asset Protection Planning
Coordinated entity and trust planning to help separate certain liabilities and protect what you leave to heirs.
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Charitable Planning
Charitable remainder trusts that bring together your philanthropy and your family’s financial planning.
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After a loss & plan updates
When someone you love passes, or an older plan no longer fits, we handle each matter with patience and care.
Trust Administration
Experienced counsel and legal work through the full administration of a trust.
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Probate
Representation for executors and administrators when formal probate is needed, beginning with whether a simpler procedure applies.
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Trust Confirmation (Heggstad) Petitions
When property was never retitled into a trust, a Heggstad petition may ask the court to confirm it belongs there.
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Trust Modification Petitions
When an irrevocable trust no longer fits, explore modification, reformation or another available procedure.
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Trust Amendments & Restatements
Update an older trust to fit your family, property and wishes today.
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When circumstances change, help is available.
When your life changes
As your circumstances evolve, we welcome the opportunity to review your plan with you and recommend thoughtful updates. We discuss the scope and fee for that work before proceeding.
Trust amendments & restatements →When the time comes
Your successor trustee is welcome to contact us. Trust administration is a separate engagement, and we explain its scope and fee before any work begins.
Trust administration →Your employer’s legal plan may provide benefits toward estate planning services. We can help identify the services to review with your plan provider; coverage and any client responsibility depend on your benefits and the work involved.
- MetLife Legal Plans
- ARAG
- LegalEase
- Exemplar Legal
Not sure where to start?
Request an appointment by Zoom and we'll find the right plan together. Call 888.380.2288 or 415.693.8882, weekdays 9:30 AM – 5:00 PM.