Amerian Trust Institute

Emily 

on Google

a month ago

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 r... read more

Mandy Q 

on Google

5 months ago

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

Lily Lee 

on Google

6 months ago

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. 

Grace Zhou 

on Google

9 months ago

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.