List of Services:

Revocable Living Trusts

Trusts can offer many benefits, including protecting assets, safeguarding your privacy, reducing potential tax liability, preparing for incapacity, and avoiding probate. We will review the advantages and disadvantages with you to help determine whether a trust is the right choice for your situation.

Wills

When preparing your Will, we guide you in clearly outlining your final wishes for how your property will be distributed and in selecting the right person to serve as your Personal Representative. If you have minor children, we can create a basic trust and help you nominate guardians to care for them. Based on your unique circumstances and assets, we can also incorporate additional trusts and tailored provisions to ensure your plan fully meets your needs.

Durable Power of Attorney (POA)

A Power of Attorney is a valuable tool for both unexpected incapacity and times when you are simply unavailable, such as during extended travel or work commitments. This document authorizes a trusted person to manage your assets and sign documents on your behalf. It can take effect immediately or be limited to situations when you are ill or incapacitated, depending on your preferences.

Advance Health Care Directive with HIPAA waiver

A Health Care Directive is essential for times when you cannot make medical decisions for yourself. It allows you to appoint a trusted health care agent to make important medical and mental health decisions on your behalf. You can also clearly state your preferences regarding life support, pain management, and the selection of your doctors. The directive includes a HIPAA waiver, ensuring your agent can access your medical information when necessary.

Trust Administration Guidance

Trust administration can be complex, especially during an already difficult time. We provide clear, step-by-step guidance to help trustees fulfill their legal responsibilities under Hawaiʻi law. From notifying beneficiaries and managing assets to handling required filings and distributing property, we ensure every task is completed properly and on time. Our goal is to make the process as smooth and stress-free as possible while protecting both the trustee and the trust’s beneficiaries.