Contact Info

  • Location 220 Montgomery St #678, San Francisco, CA 94104, USA
  • Phone +1 415-982-7312
  • Website https://www.catherineyeelaw.com/

Reviews

  • If you need answers then ask her the question
  • Honest, informative, thorough, reasonable

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Catherine Yee Attorney At Law Photos

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About Catherine Yee Attorney At Law

Planning for the future, especially when it involves protecting your assets and ensuring a lasting legacy for your loved ones, can be one of the most significant decisions you make. For residents across California, particularly within the vibrant and diverse communities of the San Francisco Bay Area, finding a legal professional who combines deep expertise with transparent communication and a compassionate understanding of family values is paramount. This article introduces Catherine Yee, Attorney At Law, a distinguished legal professional serving the San Francisco community from her conveniently located office on Montgomery Street. With a clear commitment to providing honest, informative, and thorough legal guidance, Catherine Yee stands as a trusted resource for those seeking peace of mind through meticulous estate planning and efficient probate administration.

Catherine Yee’s practice is built upon a strong foundation of extensive legal knowledge in estate planning and probate law, honed over decades, and a steadfast dedication to her clients' well-being and long-term security. She understands that these legal matters are not just about documents; they are about protecting families, preserving wealth, and honoring wishes. Her approach focuses on empowering clients with the comprehensive information they need to make well-informed decisions, ensuring they feel confident, understood, and thoroughly prepared throughout every stage of their legal journey. Her fluency in Cantonese, Mandarin, and Toishanese dialects of Chinese is a significant asset, allowing her to connect directly and effectively with a broad segment of California's diverse population. Whether you are looking to establish a will or trust, navigate complex probate processes, or address marital property issues, Catherine Yee offers a professional, reliable, and supportive environment where your concerns are addressed with meticulous attention to detail and a commitment to effective solutions. This dedication to robust and personalized legal service makes her a significant and respected presence within the San Francisco legal landscape.

Location and Accessibility

Catherine Yee Attorney At Law's office is strategically situated at 220 Montgomery St #678, San Francisco, CA 94104, USA. This prominent address places her practice squarely in the heart of San Francisco’s renowned Financial District, ensuring exceptional accessibility for clients throughout the entire Bay Area. Located within a well-known and reputable building, the office offers a professional and comfortable setting for legal consultations. Its central position within this key business hub underscores Ms. Yee's established presence and commitment to serving a diverse clientele in a premier urban environment.

For those relying on public transportation, the office enjoys outstanding connectivity. It is mere steps away from several major MUNI and BART stations, most notably the Montgomery Street Station, offering seamless access from various neighborhoods across San Francisco and the wider Bay Area. Numerous MUNI bus lines, including the #1 Bus line, also service the immediate vicinity, providing diverse and efficient options for clients to reach the office without the typical urban challenges of heavy traffic or arduous parking. Public parking garages are also available just one block away for those who prefer to drive. The central placement of Catherine Yee Attorney At Law’s office also means easy access to a range of other professional services and amenities, which can be beneficial for clients during their visits. This prime location solidifies Catherine Yee's commitment to being readily available and convenient for her clients when their estate planning and probate needs arise.

Services Offered

Catherine Yee, Attorney At Law, has been dedicated to the practice of Estate Planning and Probate law in San Francisco since 1991. Her services are designed to help individuals and families protect their assets and provide an enduring legacy.

  • Estate Planning: This core service involves helping clients prepare for the distribution of their assets and the care of their loved ones. It includes drafting wills and establishing various types of trusts, such as revocable living trusts, to ensure assets are managed and distributed according to client wishes, minimizing probate and potential tax liabilities.
  • Wills and Trusts: Catherine Yee assists clients in creating comprehensive wills and trusts. She helps clients understand the benefits of each, such as avoiding probate with a trust, and tailors these documents to individual circumstances and goals.
  • Trust Administration: For those who have been named as trustees, Ms. Yee provides expert guidance through the complex process of administering a trust after the grantor's passing, ensuring all legal requirements are met and assets are distributed correctly. Many clients retain her as the family's attorney to manage and oversee their ongoing trusts.
  • Probate: She guides executors and beneficiaries through the probate process, helping to navigate court proceedings, resolve disputes, and ensure the proper transfer of assets when a person dies without a trust or with only a will.
  • Property & Business Transactions: Catherine Yee provides legal representation and advice for various property and business transactions, ensuring that clients' interests are protected in complex deals.
  • Marital Property Issues: She assists clients with legal matters related to marital property, which can include advising on community property laws, prenuptial or postnuptial agreements, and property division considerations within estate planning.
  • Estate Tax Planning & Reviews: Ms. Yee advises clients on strategies to minimize estate taxes and conducts frequent reviews of existing estate plans to ensure they remain aligned with current financial situations and legislative changes, especially after significant life events like marriage, new family members, or loss of a spouse.
  • Legal Document Translation (Chinese to English): With her fluency in multiple Chinese dialects, she is experienced in translating legal documents between Chinese and English, which is a valuable service for many clients in the Bay Area.

Features / Highlights

Catherine Yee, Attorney At Law, distinguishes her practice with several key features that truly benefit her clients and contribute to her respected standing in the community.

  • Extensive Experience: Having been in practice since 1991 and admitted to the California State Bar in 1990 (License #146288), Catherine Yee brings over three decades of dedicated experience in estate planning and probate law. This extensive tenure ensures a deep understanding of the intricacies of California law.
  • Bilingual & Multilingual Communication: A standout feature is her fluency in three dialects of Chinese: Cantonese, Mandarin, and Toishanese. As noted by client reviews, this ability to speak directly and "understand what we want to say" is highly valued, fostering trust and clarity for a diverse clientele. Her experience in translating legal documents between Chinese and English further enhances this unique capability.
  • Honest, Informative, and Thorough Approach: Client testimonials explicitly praise her as "Honest, informative, thorough, reasonable." This highlights her commitment to transparency, comprehensive guidance, and a meticulous work ethic.
  • Client-Centered Guidance: Ms. Yee is known for her ability to "guiding clients through the complex choices of the estate and tax laws," communicating "estate concepts in a simple, clear and understandable way." She actively "listens and identifies your needs" to effectively incorporate them into legal strategies.
  • Reasonable Fees: The client review mentioning "reasonable" indicates that she provides value for her services, which is a significant factor for individuals seeking legal assistance.
  • Community Engagement: Catherine Yee is a member of the California State Bar and the Bar Association of San Francisco, and she occasionally conducts seminars on estate planning, demonstrating her commitment to educating the public and staying connected with her professional community.
  • Convenient Location & Safety Measures: Her office is conveniently located in the Financial District, with attention paid to health and safety, requiring facial coverings and social distancing for in-office appointments, showing care for her clients' well-being.

Promotions or Special Offers

While specific, publicly advertised promotions or special offers are not explicitly detailed for Catherine Yee, Attorney At Law, it is a standard and highly beneficial practice for legal professionals of her experience and specialization to offer initial consultations to prospective clients. Her website notes that the "first meeting with Catherine is an introduction to help identify what your situation is." This initial consultation provides a crucial opportunity for individuals and families to discuss their unique estate planning or probate needs, gain preliminary insights into potential legal strategies, and determine if Ms. Yee’s expertise and empathetic approach are the right fit for their particular needs. During such an introduction, Catherine Yee would likely outline her fee structure transparently, ensuring clarity regarding the financial aspects of engaging her legal expertise. It is always advisable for interested parties to directly inquire about the availability of an initial consultation and any associated fees when contacting her office to schedule an appointment. This direct communication ensures full transparency and mutual understanding from the outset.

Contact Information

If you are located in California and seeking expert and trustworthy legal counsel for estate planning, probate, or related matters, especially with bilingual support, you can reach Catherine Yee, Attorney At Law, using the following contact details:

Address: 220 Montgomery St #678, San Francisco, CA 94104, USA

Phone: (415) 982-7312

Mobile Phone: +1 415-982-7312

Email: lawofficecyee@gmail.com

Website: www.CatherineYeeLaw.com

Conclusion: Why this place is suitable for locals

For individuals and families across California, particularly within the diverse and dynamic communities of the San Francisco Bay Area, securing legal representation that is both profoundly experienced and culturally attuned is an undeniable advantage when it comes to safeguarding their future. Catherine Yee, Attorney At Law, with her office strategically located at 220 Montgomery Street in the thriving heart of San Francisco’s Financial District, offers precisely this combination. Her practice is exceptionally suitable for locals due to her extensive experience in estate planning and probate law, her invaluable multilingual capabilities, and her prime, highly accessible downtown location.

Catherine Yee brings over three decades of dedicated experience to navigating California’s complex estate and tax laws, providing comprehensive guidance through wills, trusts, probate, and more. Her fluency in Cantonese, Mandarin, and Toishanese is a tremendous asset for California's diverse population, enabling direct, clear, and empathetic communication that builds trust and provides comfort, as enthusiastically attested by glowing client reviews. Clients consistently praise her for being "honest, informative, thorough, and reasonable," highlighting her commitment to transparency and meticulous work, which are crucial qualities when dealing with sensitive personal and financial matters.

Furthermore, her office's central location in San Francisco ensures unparalleled accessibility for anyone living or working in the city and its surrounding communities, with seamless connectivity via public transportation. This convenience is a crucial factor for busy Californians seeking top-tier legal support. When you need a legal advocate who is not only a seasoned professional with a deep understanding of the law but also genuinely cares about your family's legacy and can communicate effectively in a way that truly resonates, Catherine Yee stands as a trusted and highly recommended resource right here in the Golden State. Her commitment to client education and proactive planning makes her an invaluable asset to the local community.

Catherine Yee Attorney At Law Location

220 Montgomery St #678, San Francisco, CA 94104, USA

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