Estate Planning
Every plan is assembled from the same set of tools. Which ones you need — and how they fit together — depends entirely on your family, your property and what you want to be true twenty years from now.
A revocable living trust keeps your family out of Hawaii probate court, keeps your affairs private, and gives you a clear plan for who steps in if you cannot.
A will records your wishes, names guardians for minor children, and gives the court direction for anything that passes through your estate.
A durable power of attorney lets someone you trust pay bills, manage property, and handle legal matters if you are unable to act for yourself.
An advance directive records your medical wishes and names the person who speaks for you when you cannot speak for yourself.
Signing a trust is the beginning. Funding is what makes it work. We handle the deeds, the retitling, and the beneficiary designations.
For most Hawaii families the home is the estate. How it is titled determines whether it passes smoothly or ends up in court.
Structures that carry a family home, a business, or accumulated wealth past the next generation and into the ones after it.
How It Works
Most people aren’t, and that is entirely normal. The first conversation exists to answer exactly that question — and it costs you nothing.
Discover
Tell us about your life, your family, your assets and your goals.
Design
We create a plan that reflects your wishes and family circumstances.
Create
Your estate planning documents are prepared around your decisions.
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
