• Inventory trust assets
  
• Re-title assets
  
• Assist with preparation of tax returns
  
• Act as agent for trustee or as trustee
  

• Date of death inventory of estate and trust assets
  
• Assist with distributions to beneficiaries
  
• Prepare accounting for probate and beneficiaries

• Collect income and pay bills
  
• Coordinate medical care
  
• Provide court accounting

• Collect gifts
  
• Issue Crummey Letters
  
• Pay premiums and maintain files

• Collect income and pay bills
  
• Reconcile bank accounts
  
• Monitor caregivers

The rate for services is $140.00 per hour.

Fees are subject to 4.712% Hawaii General Excise Tax.

A fiduciary fee of $1,000 per annum will be charged as applicable.

An asset disposition fee of ½% will be charged for assets over $50,000.

A fee of 1% will be charged for the sale of real property.

Fees are determined after an initial review or consultation. Initial hour consultation is complementary

Services and fees are effective as of December 2006 and subject to change at any time.