Our team
Penelope Bergman
Penelope Bergman stands out from many other estate planning attorneys because she not only prepares estate plans, she also has extensive experience in probate and trust administration. Her experience helping clients deal with the fallout from lack of or poor planning helps her draft better estate plans. She understands the steps necessary to ensure a more seamless administration in the future.
Penelope received her undergraduate degree from University of California, San Diego and her law degree from University of Richmond, Virginia. She also received a Master’s degree in Business Administration.
Penelope is licensed to practice law in California and Minnesota.
In her spare time, Penelope enjoys being active in her church, cheering on her sons at their sports games, and spending time with her husband and two boys.
Angie Lee
Angie Lee helps individuals and families design their estate plans so they can avoid challenges in the future. She understands the complexities of the estate planning process and helps her clients ensure that their wishes are carried out and that their loved ones are provided for.
Angie was born and raised in Washington State. She received her bachelor of science degrees in finance and marketing from New York University and her law degree from University of San Diego. She now lives on the island of Maui.
Angie is licensed to practice law in California, Hawaii, and Washington.
Outside of the office, Angie is an avid fiction reader and podcast listener, team mom for her son’s baseball teams, and wife to the biggest Miami sports fan in the State of Hawaii.