Law Offices of Connie Yi, PC

My husband and I had a really great experience working with Connie. She was thorough, but efficient– those two things are hard to find hand in hand. She made the whole process easy and we left feeling like we had everything set up just as we needed it to be.
Getting a trust taken care of can be really depressing and stressful, but we are grateful to have our questions answered as well as having everything in line for our future. I highly recommend going to Connie.

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.

We had Connie do our trust, will, health directive, power of attorney. She made this a pleasurable experience and it only took two visits and less than two hours total. She was able to answer every question immediately. We consider Connie our go to attorney.

We went to Connie Yi for our estate planning through Hyatt legal plans. We had spoken to another attorney before and he had made the process sound very complicated and lengthy.
With Connie, we just had 2 appointments of less than 1 hour total.
She made the whole process pretty simple and addressed all our concerns. She is very professional yet very friendly. She has flexible appointments and doesn’t require too much work from the client.
I would highly recommend her.

I wanted to set up a living trust and will which could be a nerve-​wrecking process. I did my research and was pleased with the services of Connie Yi. She was knowledgable, organized, efficient and prompt. It only took 2 appointments to execute the paperwork. Connie put me at ease with all the legal jargon and answered every question with patience. I would highly recommend her if you are looking for an experienced professional yet personable attorney for your estate planning.

We highly recommended Connie! She is very easy to work with and she is very good at what she does — very knowledgeable, efficient, and to the point with great advice and insights. We feel very fortunate to have worked with her. Thanks so much for all your help! Connie

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!

I moved to San Francisco a few years ago and have been wanting to set up a trust. Not knowing much about California law or the attorneys in San Francisco, I was referred to Connie Yi through my work at PwC. Connie made it so easy for me to have this important paperwork completed. She was timely, efficient and knowledgeable. Highly recommend for a personal touch, not a crowded corporate entity.

I recently had the pleasure to meet and work thru some tax issues with Connie. She reminded me of a pilot working thru an emergency procedure. She assessed the tax situation, worked thru the problems, addressed the IRS and solved my issues. I would undoubtedly work with Connie again if the circumstances warranted her professional advice. She provides a unique quality… Tax Attorney /​CPA.
JS

My husband and I just worked with Connie to create our trust and will. (Like another reviewer, we chose her after calling several attorneys on Hyatt Legal’s list.) Connie was extremely responsive and efficient from the beginning. She took the time to answer ALL of our many, many questions and explained everything in a way we could understand. She was patient, thorough and helped talk us through some hard decisions. I’d highly recommend Connie to anyone … we had a great experience working with her on something that could be very daunting!

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.

Most impressed – extremely professional, efficient, and knowledgeable. My time is worth money, too! Equally important, my husband and I felt *very* comfortable with Connie. I wonder how many people say that about an attorney? Very pleased with the outcome of our estate planning. Also appreciated Connie having multiple offices, with one that was convenient for our appointments. I would highly recommend to others and would not hesitate to do future business with Connie.

Quite honestly, we knew very little about estate planning when we started the process. Connie spent a lot of time explaining the different aspects of estate planning and the various choices with pros & cons. She was also very diligent and prompt about informing us of various stages. She was very approachable & available during the weekend. I highly recommend Connie Yi for estate planning & will.

I had to hire Connie for two different matters. One was for some issues that arose around my parents’ trusts and opening a probate for an annuity. The other was for issues with an LLC and very, very sticky situation with a family member. Connie did an outstanding job on all fronts. She is very smart, professional and responsive. The fact that she is both a JD and CPA is invaluable. I would definitely hire her again.

As an Estate Planning attorney ‘AND’ an accomplished CPA (rare!) you are in the best possible hands with Connie Yi. Her knowledge of tax law and wills and estates is second to none. I know Connie personally, I can state without hesitation that you will be glad you called her office!

I was a buyers agent on a listing she had, but it never closed