What to expect from Lena Lee
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Lena Lee
Lena Chun Lee is a Native of NC. Born in Morganton, NC & went to middle & high school in Charlotte.
She is a proud Mustang graduate of Myers Park High School. Lena then attended the University of North Carolina at Chapel Hill, receiving her Bachelor of Arts, making every day a Good Day to be a Tar Heel #GDTBATH! She then moved to Los Angeles to enjoy the beautiful weather & to broaden her horizons on the West Coast, pursuing her passion for advocacy and community work. She then followed her dream to become an attorney and came back East. Lena moved to the Big Apple to attend New York Law School, where she received her Juris Doctor degree.
Lena moved back to Charlotte after graduation and entered the public sector continuing her love of community service. She worked as the Executive Director of a start up non-profit that focused on the Asian community called the Carolinas Asian-American Chamber of Commerce (CAACC). One of the leaders who started the non-profit was her Father who instilled in her a strong love and dedication to serve others.
After the CAACC became self-sufficient, Lena moved back to Manhattan where she worked as a legal recruiter and then started at a small law firm that specializes in insurance defense litigation with clients including Progressive Insurance & Geico. Lena then worked as an In-House Attorney at American Transit Insurance Co for 5 years where she led teams of attorneys & paralegals that handled extensive caseloads and arbitrations. It was in this position that she learned her talent for operations and management.
While in NYC, Lena was extremely active in both the Asian and legal community. She was a member of several bar associations holding several leadership positions in the Korean American Lawyers Association of Greater New York (KALAGNY) including President in 2009-2010.
Lena met her husband in NYC and after having kids, she became a stay at home mother. She stayed active in her local community in various positions while also still staying active in the legal community by heading up a monthly pro-bono clinic in Tenafly, NJ at the Korean Community Center through KALAGNY.
In 2021, Lena returned home to Charlotte, NC, and opened her practice helping those in her community. Her mission is to be a resource for those in her community, to serve and help others, and to be a strong advocate for her clients.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Lena Lee
Complete the form below to reach out and schedule your 15-minute discovery call.