Affordable and Effective Legal Help

About Lisa Chan

My planning practice focuses on helping families enhance their lives today for a secure future tomorrow. I guide my clients in making the best legal and financial decisions during their lifetime to ensure the well-being of their families. I design each plan to meet the unique needs and goals of each client, while also preserving their family traditions and beliefs. My 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, I will help you create a plan meeting your goals for loved one's today and for years to come. I believe that the quality of the service I provide to each client is more important than the quantity of my caseloads. I aspire towards building long-term relationships with each client.

I am fluent in English, Chinese Mandarin, and Cantonese. I received a Juris Doctorate degree from Lincoln Law School and a Bachelor of Arts degree in Marketing Management from Concordia University. I served as a court interpreter for the State of Minnesota in the 1990s. After moving to California in 2000, I 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 me to provide sound legal advice to my clients.

I am an active volunteer in the community. I have been an attorney for No Fee Wills Panel for Senior Adults Legal Assistance in Santa Clara County since July 2011 assisting low-income seniors with their estate planning needs. Since 2014, I serve as an Asian American Business Council of the Cupertino Chamber of Commerce. As a member of the Rotary Club of Cupertino since 2014, I’ve participated in various projects serving people locally and internationally. I also have strong compassion for assisting families with special needs children. I have been actively working to get funds for musical and art equipment purchases for the Academy of Music and Arts for Special Education of Cupertino, California since 2016.

“I am fluent in English, Chinese Mandarin, and Cantonese.
I received a Juris Doctorate degree from Lincoln Law School and a Bachelor of Arts degree in Marketing Management from Concordia University. I served as a court interpreter for the State of Minnesota in the 1990s.”

About Her Services

I believe that the quality of the service I provide to each client is more important than quantity of my caseloads. I aspire towards building long-term relationships with each client.

Cupertino Chamber of Commerce

Serving as Asian American Business Council of Cupertino Chamber of Commerce since 2014 in an effort to promote, strengthen & enhance the inter-ethnic business environment in the Cupertino community.

1. Served as President of Asian American Business Council to organized Lunar New Year Luncheon and How to start a Successful Business seminars from 2015 to 2018.
2. Cupertino Night Market
Served on the committee to host  Cupertino Night Market event in 2019. 
3. Served as a board member of Cupertino Chamber of Commerce in 2017.

Senate Award

Congressional Award

Cupertino Rotary

Serving as a Rotarian to act with integrity and high ethical standards in both personal and professional life.

1) Ecuador Women’s Shelter in Cuenca, Ecuador
Served as a delegate from Rotary International Distribute 5170, Cupertino, visited a shelter in Cuenca, Ecuador. Rotary provided a grant for improving therapy for abused women and children, improving health through growing one’s own food, and installing an improved water system.
2) Operation Snowflake
Volunteered in Operation Snowflake event to bring winter festivities to community members, kids, teens, and adults with special needs, so they can experience snow, sledding, and holiday fun.
3) Dinning Around With Rotarians And Friends
Organized a Gourmet Globe Trotter Artisan dining event for the Rotarians and their friends to have a fabulous fellowship time.

Ecuador Trip  Operation Snowflake

Amase

AMASE

Actively assisting the Academy of Music and Arts for Special Education of Cupertino to secure financial supports from the community.

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