Amerian Trust Institute

Wilson W. _{on Yelp}

Sep 12th, 2022

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!

Mary Rivas _{on Google}

Jul 9th, 2022

I enjoy working with Cynthia Lee at Amerian Trust Institute. She is very professional with great communication skills. Always a pleasure working with her.
Regards,
Mary Rivas
Integra Insurance Services, Inc.
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Alex Y. _{on Yelp}

Jun 19th, 2022

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.

Terence H. _{on Yelp}

May 27th, 2022

My mom worked with ATI a few months ago and they helped her setup 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!

Marie C. _{on Yelp}

May 25th, 2022

Cynthia Lee and her team are excellent at what they do & go beyond what is expected, are 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!