In our clients' words.

“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.”

“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.”

“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.”

“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.”