Emily S.
10/15/2025
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...
American Trust Institute
Closed
(18)
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2055 Junction Ave Ste 210
San Jose, CA 95131
American Trust Institute is a law firm specializing in various aspects of estate planning. Their website is designed to guide visitors through the fundamentals of estate planning and related tax considerations, aiming to save time and money. Users can browse a range of resources, including FAQs, online slide presentations, an Estate Tax Calculator, and informative articles to stay informed on current issues.
The site is structured to provide a comprehensive understanding of estate planning concepts and laws, presented in an organized manner by topic. Whether seeking a basic introduction or in-depth information tailored to their circumstances, visitors can explore the site at their own pace. American Trust Institute offers insights and tools to help individuals navigate the complexities of estate, tax, and wealth preservation planning.
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Reviews
4.518 reviews
Janny S.
8/27/2025
We were connected with Cynthia Lee and her team through my father-in-law's legal insurance offered through his employer. At first meeting, I felt that we were a good match. My parent-in-laws are...
L H.
5/22/2025
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,...
Yeeman N.
9/30/2025
I worked with Cynthia Lee to set up my living trust, and other legal items such as power of attorney. Cynthia and her team were warm, organized, professional, and responsive. I appreciate that...
Lourdes J.
8/19/2025
We came early and they accommodate us right away even though it's lunch time for them when we arrived. Very kind and accommodating on our needs. Highly recommend
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