In our clients' words.

“I worked with Ms Cynthia Lee at American Trust Institute for a basic living trust a while back. Being a professional and single mom with twins, I had a lot to be concerned about. Ms Lee and her team were meticulously working with me from gathering asset information to thinking through many potential scenarios to completion of the living trust. That gave me not only peace of mind but also confidence that my family and asset would be well taken care of in case something happened to me. As time went by, I gathered more assets and at the same time, my sons became adults. Ms Lee and her team again held my hand guiding me for the update of my trust. I'm impressed with their consistent level of services and always have the best interest for their clients. I also admire their firm principles, and that gives me the confidence that my affairs are well handled. When the time comes, we need a trusted professional to help us through. I have recommended many of my friends and family members to American Trust Institute for their services.”

“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… I feel well cared for by this team.”

“Excellent service for estate planning. Cynthia Lee helped us successfully complete our living trust restatement. The legal guidance was precise, and the communication was prompt. David, the assistant, provided highly professional support. A seamless experience from start to finish.”

“Our first meeting was over Zoom… She remembered our children's names. She remembered where we worked and how that might impact our finances down the road.”

“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… Highly recommended!”

“Cynthia took the time to get to know us and understand our plans and wishes when creating our estate… 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.”

“The attorney is very knowledgeable about family trust. She and her team provided excellent service on drafting the documents as well as providing customized strategies.”

“Cynthia is very knowledgeable on all areas of estate planning. She and her team (Nancy and Rachel) are excellent to work with and very professional. They are always there to answer questions and help walk us through the process. Excellent service!”

“My parent-in-laws are Cantonese speaking only… Cynthia and her team explained the process to my parent-in-laws in Cantonese and helped me and their mostly English speaking son in English… I recommend Cynthia Lee for anyone who has parents who don't speak English as she has the cultural competency and patience to work with families of bilingual households.”

“I worked with Cynthia Lee to set up my living trust, and other legal items such as power of attorney. Cynthia and her team were warm, organized, professional, and responsive. I appreciate that they can also support Cantonese speakers.”

“My mom worked with ATI a few months ago and they helped her set up her living trust via her company insurance. My mom's English is limited and all the staff and the attorney were fluent in several dialects of Chinese. Making such important decisions, it made her feel comfortable in understanding all her documents. Also as a newbie, Ms. Lee suggested different alternatives from sharing her vast experience in trust administration to help our family with a smooth transition. They went above and beyond by also sending a copy of the draft to me to review (with my mom's permission) to make sure my mom felt comfortable with signing. Rachel, the admin, was especially patient in answering questions in Chinese. I highly recommend anyone with estate planning needs go to ATI. My mom already referred a few of her coworkers to them already!”

“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… I would return for any similar needs.”

“Ms. Cynthia Lee handled the creation of the Trust documents and related amendments for my parents' estate. Additionally, she was extremely helpful in explaining and providing timely advice to me as the Successor Trustee. Ms. Lee and her team are responsive, courteous and professional. As a testament to how satisfied I was with the American Trust Institute team, I have engaged them for my Trust as well.”

“Cynthia Lee and her team are excellent at what they do & go beyond what is expected, and are very Professional. My Father in Law had his trust done this last December, he recently passed in (February) and Cynthia was very helpful in walking my Husband and I through the process. During a difficult time she was so kind and understanding and I would highly recommend her to everyone!”

“We were time constrained by upcoming travel, they were kind enough to adjust the schedule so that we can finish necessary paperwork on time. Video call with Cynthia Lee was helpful for us to know more what to put in that I might have missed. The office was responsive to my emails. They told me to hold the shipping of official document until we come back and they did it so exactly.”

“They were quick, efficient and very knowledgeable and explained everything to me. I was happy with the results”

“Had a great experience getting trust documents set up with ATI. Office staff David and Joey were very professional and efficient. Lawyer Cynthia Lee was well informed and addressed all of my questions. Highly recommend them!”

“American Trust Institute is really a great place to establish your family living Trust. We were connected with Cynthia Lee and her team. They are very professional and respond to your inquiries quickly. We used our work MetLife insurance to cover some of the cost. Her assistant, David, who is also extremely helpful when we have questions. Highly Recommend”

“Great service! Easy to work with and very responsive. Seamless process in getting our trust completed.”

“Lawyer Cynthia Lee and her team are very attentive and quick to respond, and her assistant, Rachel, has never failed to return or answer my calls. Even when we encountered some problems, Cynthia quickly set up a meeting with me to clarify everything with me. I really appreciate the good experience and am glad to find them to work with.”

“We came early and they accommodated us right away even though it's lunch time for them when we arrived. Very kind and accommodating on our needs. Highly recommend”