To provide clients with comprehensive estate planning services that align seamlessly with their values and goals—without the burden of costly legal fees.
Melissa Lee West brings over two decades of expertise in customer success, strategic planning, and operations management to the firm. Melissa’s strengths in process optimization, contract negotiation, and team leadership enable her to deliver a seamless and efficient client experience, ensuring that every service and financial strategy is carefully crafted to meet individual needs.
George D. Lee IV, combines over 25 years of expertise in finance, compliance, and operational strategy with a robust skill set in logistics and resource optimization. His strengths include financial forecasting, compliance oversight, and strategic resource allocation, all of which enhance Lee Legacy Group’s ability to deliver streamlined, affordable estate and financial planning services tailored to client needs.
Taqi El (formerly Stephen Lee) brings over 15 years of experience in legal operations, project management, and client relations, making him a driving force behind the firm’s operational strategy and client services. Renowned for streamlining processes and implementing cutting-edge technology, Taqi ensures the delivery of reliable, cost-effective solutions tailored to each client’s needs. His commitment to innovation and efficiency positions the company as a trusted partner in achieving client success.