The Law Office of Lucinda Lee is a specialized legal practice dedicated to legacy planning, estate planning, trust, and probate law. Distinguished by its personalized and compassionate approach, the firm helps individuals, families, family businesses, and philanthropic entities protect their assets and communicate their final wishes with clarity and care.
Led by Lucy, a Certified Specialist in Estate Planning, Trust and Probate Law as certified by the State Bar Board of Legal Specialization, the firm focuses on multi-generational wealth transactions, tax reduction, and probate avoidance. Lucy is known for her nurturing manner and willingness to meet clients at their homes or offices, offering tailored guidance to entrepreneurs, executives, artists, professionals, philanthropists, and heirs.
Services Offered
- Estate planning
- Trust law
- Probate law
- Legacy planning
- Tax planning
- Trust and estate administration
- Probate avoidance
- Charitable giving guidance
- Counseling for multi-generation wealth transactions
- Letters of Wishes preparation
- End-of-life planning and directives
- Family business planning
- Philanthropic entity planning
Based in San Rafael, California, the firm serves clients throughout the region and holds an AV Preeminent Peer Review Rating from Martindale-Hubbell. Lucy is also a member of the Professional Fiduciary Association of California, underscoring her expertise and commitment to high professional standards.
