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Your Family's Estate Planning Attorney for Life

Our VIP Membership programs are part of what sets us apart and allow us to care for you and your family

throughout all life's stages.

 

At most estate planning law firms the relationship ends when you sign your documents. 

 

At the Law Office of Keoni Souza, we see the signing of your estate planning documents as just the beginning of our relationship with your family.

 

And that is how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well.

Make Sure Your Estate Plan Changes With Your Life, Your Assets, and the Law 

Over time, your assets will change, your family will change, the law will change and your life will change.

 

Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. 

 

If your plan is not properly updated over time, your documents become worthless — worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.

 

In addition, we ensure your assets are owned in the right way throughout your lifetime. 

 

There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny of your assets there. 

 

Or for your family to be stuck dealing with the Court when you have worked so diligently to make things as easy as possible. 

 

That is why we prepare an inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.

3 Year Estate Plan Review Is Included

 

With each of our estate plans, we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.

 

Some of the Benefits Provided Under Our Membership Plans include:

  • Annual plan review with unlimited plan amendments

  • Annual priceless conversations to transition your most important and most frequently lost family wealth — who you are and what is most important to you​

  • Substantial discount on our fees for advising your loved ones after you are gone

  • Annual review of your assets and update of your asset spreadsheet

  • And much more, including valuable membership enrollment bonuses

 

For more information about our unique membership programs, please schedule a Family Wealth Planning Session and let us review what you own, whom you love, and what would happen under your current plan or the State’s plan for you.

 

NO TIME FOR MISTAKES

 

Learn the 6 Common Major Mistakes Hawaii Families Make When Choosing an Estate Planning Attorney

Let me help you protect the people and things you love to make sure they stay out of Court and out of conflict. 

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CONTACT US

 

810 Richards Street,

Suite 770,

Honolulu, HI 96813

(808) 725-3456

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All information available on this website is for informational purposes only and is not legal advice. You should contact an attorney directly regarding your specific situation. The use of and access to this website or the transmission of information via email or through this website does not create an attorney-client relationship between the Law Office of Keoni Souza, LLC and any users or any other party. Transmission of information via email or through this website may not be secure, therefore confidentiality cannot be assumed.  By using this website or transmitting information via email or this website, the user agrees to this information being collected, stored, or transmitted to a third-party.

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