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Amerian Trust Institute

5.0

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Location details

2055 Junction Ave STE 210, San Jose, CA, 95131, United States

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WeekdayScheduleStatus
Mon10:00 a.m. to 5:00 p.m.
Tue10:00 a.m. to 5:00 p.m.
Wed10:00 a.m. to 5:00 p.m.
Thu10:00 a.m. to 5:00 p.m.
Fri10:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.013 reviews
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Mimi Jin's profile image
Mimi Jin 
a month ago

Excellent service for estate planning. Cynthia Lee helped us successfully complete our living trust restatement. The legal guidance was precise, and the communication was prompt. David, the assistant, provided highly professional support. A seamless experience from start to finish. 

christian song's profile image
christian song 
2 months ago

Setting up a trust can feel daunting, but the team at American Trust Institute made it an absolute pleasure. From start to finish, the process was clear, efficient, and very comfortable. They walked me through every step with extreme care and professionalism. I feel an incredible peace of mind knowing my estate planning is in such capable hands. Thank you, Cynthia and team, for your outstanding service and guidance! 

Dawn Brown's profile image
Dawn Brown 
6 months ago

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. 

Julia Zheng's profile image
Julia Zheng 
6 months ago

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 

Emily's profile image
Emily 
9 months 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

Frequently asked questions about Amerian Trust Institute

How is Amerian Trust Institute rated?

Amerian Trust Institute has a 5 star rating with 13 reviews. 

When is Amerian Trust Institute open?

Amerian Trust Institute is closed now. It will open on Monday at 10:00 a.m. 

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