Bay Area Estate And Tax Planning Law Firm

We Make Wealth Transfers Easy

At Law Offices of Connie Yi, PC, we believe in educating clients on their options so they can make the best choices for their families. Everything you need to begin your wealth transfer and estate planning is right here. We encourage you to watch the videos below, and prepare for your appointment using the provided educational documents.

Step 1:

Review Our Fees And Services

Step 2:

Schedule A 15-Minutes Introduction Meeting (Zoom or Conference Call)

Step 3:

We are the Right Firm for You? Great!

Step 4:

Why Is Reviewing My Documents Important?

Step 5:

Where Can I Complete The Document Signing?

Step 6:

What Is the Process For Funding My Trust?