great to work with Connie and very impressed by her intensive experience working with high tech professional and insightful advices with solid understanding of culture heritage, tradition and current trend. She is responsive, experienced and through.
Review Left On 03/27/2019
Craig Evans
This lady knows her stuff! She helped my wife and me with our Trust/Will, and she was fantastic. She answered many of the questions we had before we even asked them. I would recommend her to everyone who has the task of estate planning in their future.
Review Left On 02/27/2016
Larry Johnson
I had the pleasure of working with Connie as part of estate planning. I needed to establish a will, living trust, durable power of attorney, and an advanced healthcare directive. We had a relatively short timeline regarding getting this done and I had only limited understanding of what would be required. Connie was very professional, personable, and knowledgeable in all areas. She provided me with all the tools I needed, answered any questions I had, and was flexible and responsive to either speak by phone, communicate by email, or meet face to face. We met all deadlines and she followed up to make sure everything was moving forward. I am very happy that I selected Connie, would highly recommend her, and would certainly use her again without reservation.
Connie is personal and very good at what she does! Her responses are super prompt and to the point. We feel very fortunate to have worked with her. We thank her for all her advice and insights. Thank you very much, Connie!
Review Left On 02/27/2015
Shruti Desai
I got reference for Connie Yi from one of my friend who was equally happy as I'm now.
We didn't know much about estate planning and Connie made the whole process simple for us. She is very calm and through in this subject.
I will recommend Connie to anyone looking for estate planning.
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Reviews
We didn't know much about estate planning and Connie made the whole process simple for us. She is very calm and through in this subject.
I will recommend Connie to anyone looking for estate planning.