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Specialties: Our office offers Basic Estate Planning, Advanced Estate Planning, Wills, Trusts, Power of Attorney, Health Care Directive, Probate, Trust Administration, and Special Needs Trust. American Trust Institute offers quality estate planning that is not cookie-cutter plans, each trust is individualized and unique. We are neither the lowest cost nor the highest among attorneys who has the same experience. American Trust Institute serves clients throughout the bay area with our two offices in San Francisco and San Jose.... read more
2055 Junction Ave Ste 210, San Jose, CA, 95131, United States
Get directionsWeekday | Schedule | Status |
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Mon | 10:00 a.m. to 5:00 p.m. | |
Tue | 10:00 a.m. to 5:00 p.m. | |
Wed | 10:00 a.m. to 5:00 p.m. | |
Thu | 10:00 a.m. to 5:00 p.m. | |
Fri | 10:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
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 t... read more
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.
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 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!
Amerian Trust Institute has a 5 star rating with 8 reviews.
Amerian Trust Institute is closed now. It will open on Monday at 10:00 a.m.
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