Reviews

Dennis did an excellent job advising on the best way to avoid the probate process in California. I had no idea how valuable estate planning in protecting my assets.

My experience with Dennis Lee has been excellent.  Dennis is knowledgeable, efficient and very personable.  I was very pleased with the estate planning experience that I have had with him.  The individual planning meetings were exactly what I wanted and needed.  The documents that were prepared were perfect and delivered exactly as promised. I have also been pleased with the support I receive when I call with my questions.  I would highly recommend Dennis to anyone looking for Estate Planning assistance.

I engaged Dennis for my estate planning needs and he proved to be extremely knowledgeable and patient. He provided very helpful guidance in making the myriad complex decisions regarding the disposition of my assets. Once he managed to inform me and help me make decisions with which I was comfortable he created a comprehensive trust, along with extensive and clear documents and instructions for my executor. Dennis' superlative work brought me real peace of mind on this crucial set of issues. I could not be more satisfied with his work and have unhesitatingly recommended Dennis to all my friends.

Dennis- your services, knowledge and your professionalism are nothing short of exemplary. Thank you so much for helping my partner and me to make sense of our current situation with regard to our estate planning and documentation. You helped us both understand how best to set things up, how to have our wishes known and carried out, and how to maintain and keep our records up to date. I really appreciate that you walked us through each document and its purpose, and feel that you helped us make really good decisions....thanks!

Dennis Lee did an outstanding job with my Trust. I moved to California 18 months ago and needed a trust to protect my assets for my heirs. He was extremely helpful in navigating the right approach based on my needs and steered me in the right direction. His knowledge and guidance was very impressive and exceeded my expectations on many levels. Their approach was the right combination of education for myself, direction for my trust and the personal touch needed for estate planning. I highly recommend Dennis for all of your Estate Planning needs.