Skip to Main Content
Overview

Mei has nearly 20 years of experience helping clients and attorney teams in private wealth matters.

High-net-worth clients count on Mei to facilitate all aspects of continuous planning, maintenance and processing of business succession, trusts and estates. She has experience preparing a wide range of prenuptial, postnuptial and other agreements, company formation and organizational documents, as well as a wide variety of trust documents. Mei is also familiar with a broad range of necessary tax and other time-sensitive filings.

Mei collaborates closely with clients, which she believes to be the most important aspect of her job as well as her favorite component of the work. Building strong relationships over the long term, asking the right questions and being communicative are all qualities clients and attorneys appreciate about Mei. She enjoys being part of the team that assists clients in accomplishing their financial goals, protecting beneficiaries and planning their future.


Industry

Service

Education

  • Associate's Degree, Phoenix College
    • Paralegal Studies
  • B.A.S., Arizona State University Polytechnic Campus

Professional Associations and Memberships

  • National Association of Legal Assistants (NALA)
  • Certified Paralegal Certificate, NALA
  • Advanced Certified Paralegal Certificate in Estate Planning, NALA

Languages

  • Mandarin Chinese, fluent
  • Cantonese Chinese, fluent
Experience
  • Assisted legal team in guiding non-English-speaking beneficiaries through complex estate and litigation matters after unanticipated loss of family members.
  • Assisted legal team in navigating sophisticated high-profile probate case in state of Arizona that included adult adoption.
Outside the Office

Born in Hong Kong, Mei enjoys visiting family and friends in China.

Mei’s other recent vacation spots include London, Paris, Thailand and Spain. At home, she’s a declared foodie who dines out regularly at new American and farm-to-table restaurants.