Our Story
Planning with Purpose. Built for Generations.
We understand what building a life in Hawaii requires — because we are building ours here too.
For many families here, wealth was accumulated across generations — through labor, through sacrifice, through a family home, a business, and years of saving. Mana Wealth exists to help protect what those generations worked so hard to build.
Why we started this firm
We kept meeting families in the same situation. A parent had passed. There was a will, or sometimes a trust that had been signed years earlier and never finished. The house was still titled the old way. Nobody knew where the original documents were. And the family — already grieving — was suddenly facing a court process they did not understand, on a timeline they did not choose, with costs they had not planned for.
Almost none of it was necessary. In nearly every case the outcome traced back to something small that had gone undone: a deed never recorded, a beneficiary designation never updated, a conversation never had. The documents were fine. The follow-through was missing.
So we built a firm around the follow-through. We take the plan from the first conversation all the way through funding and completion, and we stay available afterward, because a plan that is not maintained slowly stops being a plan.
What makes planning here different
Estate planning in Hawaii is not the same exercise it is on the mainland. Property values mean a single long-held family home can push an estate into full probate — so families of entirely ordinary means face a process they assume applies only to the wealthy. We have two parallel recording systems, and a meaningful share of the island’s real estate sits in Land Court with its own procedures and its own timelines.
Families are spread out. Adult children live in Las Vegas, Seattle, and on the mainland West Coast, while one sibling stays near the property and carries the practical burden. And there is often land that has passed informally through the family for generations, where the recorded deed still names a grandparent or great-grandparent. That situation is common, it is solvable, and it gets harder every year it goes unaddressed.
A plan drafted without accounting for any of that may be technically valid and still fail the family it was written for.
How we work
We look beyond the documents. Estate, legal and financial experience under one roof lets us see the full picture — your family, your property, your assets, your concerns and your legacy goals — rather than one slice of it. Then we help you follow through, from creation and signing to funding and completion. Meet the people who do that work.
We quote a flat fee before any work begins, so you know the cost up front and there are no hourly surprises. We meet in person at our Wailuku office or by video, and we work with families across every island and with relatives on the mainland.
What we believe
Generational wealth isn’t simply what someone inherits. It’s what one generation makes possible for the next. A home that stays in the family. A business that survives its founder. A next generation that starts from further along than the last one did.
That is worth protecting deliberately, and it is worth protecting now — while it is still a decision rather than an emergency.
Our Approach
Four things we hold to
Rooted here
We live and work in Hawaii, and we plan for Hawaii. Land Court parcels, leasehold interests, agricultural districts, family land with unsettled title, heirs spread across the Pacific — these are not edge cases to us. They are Tuesday.
Plain language, always
You should understand your own plan. We explain what each document does, what it costs, and what the alternative would be, in language that does not require a legal dictionary. If we cannot explain it clearly, it is probably not the right structure.
Finish what we start
A signed plan is not a finished plan. We record the deeds, coordinate with your institutions, review your beneficiary designations, and give you written confirmation of what is in the plan and what is not.
Plan for the people, not just the paperwork
The most durable plans are the ones the next generation already understood before it mattered. We make room for those conversations, and we are comfortable in them.
Plan for Your Future Today
Planning for the future can feel overwhelming. Our team will guide you through it step by step — and leave you with the peace of mind that comes from knowing your family and your assets are protected.
Complimentary initial consultation · Flat-fee quotes · In person on Maui or by video
