About Us

Attorney Lisa Chan founded her law firm in 2008. Her estate planning legal service focuses on helping families enhance their lives today for a secure future tomorrow. Lisa guides her clients in making the best legal and financial decisions during their lifetime to ensure the well-being of their families. Each plan is designed to meet the unique needs and goals of the client, while also preserving family traditions and beliefs. Her practice includes family protection, wealth preservation, and family values based planning, as well as planning for unmarried couples and divorced individuals. No matter where you are in life, just starting out or enjoying a blissful retirement, married or single, Lisa will help you create a plan meeting your goals for loved ones today and for years to come. Lisa also believes that the quantity of her caseloads is not as important as the quality of the service she provides to her clients. She aspires towards building long term relationships with each and every one of her clients.

Lisa is fluent in English, Chinese Mandarin, and Cantonese. She serves as a legal columnist for a San Francisco Bay Area local Chinese newspaper (www.newsforchinese.com) where she writes frequently on estate planning and business law subjects. She holds a Juris Doctorate degree from Lincoln Law School and a Bachelor of Arts degree in Marketing Management from Concordia University. Lisa served as court interpreter for the State of Minnesota in the 1990s. After moving to California in 2000, she held positions as Vice President of Business Development at Alphanumeric Group, Inc. in San Jose, CA, and Corporate Legal Affairs Specialist at Sohoware, Inc. in Sunnyvale, CA. These credentials/experiences allow Lisa to provide sound legal advice to her clients.

Lisa is actively involved in the community. She has served Board of Directors and the current Chair for Asian American Business Council of the Cupertino Chamber of Commerce. She is a member of the Cupertino Rotary Club since 2014, and Attorney for No Fee Wills Pane for Senior Adults Legal Assistance since 2011.

Lisa focuses her practice on Estate planning and Business Succession planning because these allow her the opportunity to help both individuals and families secure their futures for health and prosperity.