Empowering Hawaiʻi Families & Securing Legacies Since 2017
Mahalo for naming us as one of the "Best of Hawaiʻi" in Estate Planning for the second year in a row and "Top 100 Attorneys" nationally!
Estate Planning for Hawaiʻi Families
More than documents — a thoughtful plan to protect your ʻohana and everything you’ve built.
Protecting Your ʻOhana and Everything You’ve Built
Do you truly know what would happen to your loved ones — and your assets — if something unexpected occurred? Even plans created years ago can fall out of date and expose your family to unnecessary court involvement, delays, or unclaimed property issues under Hawaiʻi law.
How We Help You
We begin with a Life & Legacy Planning Session — a guided conversation that helps you understand where things currently stand and what you want to protect. Prior to our meeting, you’ll complete a Family Wealth Inventory and Assessment so we can focus the session on what matters most: you, your family, and your goals.
If you determine your existing arrangements aren’t sufficient — and it’s a good fit for both of us — we’ll design a customized estate plan tailored to your needs. Most plans start with a revocable living trust, which can help your family avoid the time, stress, and expense of probate and may reduce tax exposure when structured and maintained properly.
We also offer advanced estate planning for more complex situations.
Why DIY Planning Often Falls Short
Online forms and generic templates might look like “estate planning,” but they’re really just documents — not true planning. These tools often:
-
Use a one-size-fits-all approach that doesn’t reflect your family’s real circumstances
-
Ignore complexities like multiple marriages, blended families, minor children, or business ownership
-
Fail to account for how your assets are titled or how Hawaiʻi law applies to your situation
Without expert guidance, your documents could be outdated or incomplete — leaving your loved ones with confusion, conflict, and court involvement when they least need it.
You Deserve More Than Documents
When you work with us, you get more than a stack of forms. You get:
-
Education on what each part of your plan means and why it matters
-
Clarity on how your assets will be handled both during incapacity and after death
-
Peace of mind knowing your family won’t be left navigating legal uncertainty
-
Support if life changes — because we help you keep your plan current
We take the time to understand your family, your goals, and your concerns so your plan works when your ʻohana needs it most.
Especially When It Matters Most
Some situations absolutely require careful planning — not just generic forms:
-
You have minor children
-
You’ve been married more than once
-
You have loved ones with special needs
-
You own a small business or mixed assets
-
You want proactive asset protection or advanced strategies
In these cases, professional planning can make a dramatic difference in what your family experiences when you’re gone or unable to make decisions.
Our Commitment
We’ll educate you, answer your questions, and design an estate plan that fits your life — not a template. Our goal isn’t just to produce documents — it’s to protect your family from confusion, conflict, and costly legal hurdles when it matters most.
