Amerian Trust Institute

Cynthia Lee was recommended to me by another law office to help me complete trust documentation. We had several meetings and she was very thorough. She also took the time to explain any legal jargon I was having trouble with. Her assistant David was also very patient and professional in navigating my needs. I would recommend Lee’s office to anyone who is new to navigating legal documentation as her office provides excellent service and attentive care to one’s personalized needs.

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

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

I had an excellent experience working with Attorney Cynthia Lee at American Trust Institute for my trust and will. Cynthia was highly professional, efficient, and thorough, making what initially felt like an overwhelming process very straightforward and manageable. The entire process was completed much faster than I expected, within just a couple of weeks. I also really appreciated David’s responsiveness and clear communication. He was available to answer my questions and guide me through the details. I’m very pleased with the level of service and attention to detail I received. I would confidently recommend Cynthia Lee and her team to anyone looking for knowledgeable and reliable estate planning support.

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 that my wishes were truly conveyed in my trust. David 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.