Charting a Course for Family Security

Services

ESTATE PLANNING SERVICES WE PROVIDE
 
  1. Initial Free consultation to review your assets and objectives and advise you:
    • What you should do
    • Why you should do it 
    • How long it will take 
    • How much it will cost
  2.  Prepare Estate Planning Documents:
    • Revocable Trust Agreement
    • Short Form Trust 
    • Pour Over Will 
    • Power of Attorney 
    • Conveyance documents 
    • Instructions for funding Trust/Sample Letters & Guidelines 
    • Advance Health Care Directive 
    • Plan Summary (Summary letter) 
    • Funeral and burial Instructions worksheet 
    • Document Location Record 
    • Financial balance sheet/trust inventory
  3. Record your Deeds at the Bureau of Conveyance
  4. Organize all documents in a loose leaf binder
  5. Provide detailed instructions on how to transfer various assets into your Trust with sample form letters
  6. Free follow-up telephone conferences to answer questions
  7. Available to assist with modifications in Estate Planning documentation as the need arises (for a reasonable fee)
  8. Assistance to your family upon your incapacity or death

Downtown Office

Pacific Guardian Center
733 Bishop Street
Suite 2357
Honolulu, HI 96813

Kahala Office

Kahala
1215 Hunakai St
Suite 209
Honolulu, HI 96816

Leeward Office

Newton Square
98-1247 Kaahumanu Street
Suite 221
Aiea, HI 96701

Windward Office

Kailua
1247 Kailua Road
Suite D
Kailua, HI 96734