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Estate planning is a collaborative process, and our team is involved at every stage. We take the time to understand each client’s circumstances, communicate clearly, and work closely together to develop plans that reflect individual goals and priorities.
From your first conversation through the completion of your plan, you can expect thoughtful coordination, careful attention, and personalized guidance throughout the process.
Kimberly T. Lee, JD, CFP®
Attorney & Counselor
Mary P. Kelly, JD, LLM
Attorney & Counselor
Dennis T. Lee, JD
Attorney & Counselor
Mily Miranda
Paralegal & Office Manager
Joseph A. Slagley
Attorney & Counselor
Maureen Co
Paralegal
Nicholas Flores
Legal Assistan
Hazel Martin
Administrative Assistant
Rex Valencia
Marketing Assistant
Ariana Cruz
Office Assistant
Compassion & Courtesy
We treat every family with the same care we would want for our own.
No-Nonsense Clarity
Plain-English explanations replace legal jargon, reducing stress and confusion.
Lifetime Relationship
From wills and trusts to long-term-care planning, we stay by your side as needs evolve.
The way we work with clients matters as much as the legal documents we prepare. Our team approaches every matter with care, clarity, and accountability, recognizing that estate planning decisions are often personal and deeply important.
Let’s Talk About Your Next Step
If you would like to learn more about our team or discuss your estate planning needs, we welcome the opportunity to speak with you. Our team is here to provide clear guidance and support as you move forward.
