OUR SERVICES

Our clients benefit from our expertise in navigating the complexities of the legal system and tax laws. We ensure that all appropriate fiduciary responsibilities are fulfilled, and assets are distributed in accordance with a decedent’s estate plan. We have strong relationships with many estate planning attorneys, CPAs, and investment advisors in Hawaii. Services we provide include, but are not limited to:


Estate Administration

  • Work with experienced probate and trust attorneys to file court documents and administer probate
  • Serve as the decedent’s Personal Representative to handle the process of closing the estate
  • Identify, inventory, and value assets
  • Prepare accountings, including forensic services as needed
  • Notify creditors or other interested parties of estate proceedings
  • Communicate with the interested parties as needed
  • Complete transfer of decedent’s assets to beneficiaries
  • Prepare federal and state estate and income tax returns
  • Complete transfer of decedent’s assets to beneficiaries

 

Conservatorships, Living Trusts, Special Needs Trusts

For a person that is living but is unable to manage his/her financial affairs:

  • Serve as the Conservator to manage the financial affairs of the protected person
  • Support and advise the Trustee in their duties and responsibilities
  • Establish a budget and assist with long-term planning according to the client’s needs
  • Provide household management services
  • Provide medical service coordination with caregivers and other medical professionals
  • Collect income
  • Handle bill payment and account reconciliation
  • Maintain real property
  • Oversee a property management company for rental properties

 

Irrevocable Trusts

Support and advise the Trustee in their duties and responsibilities, which include but are not limited to:

  • Prepare Trust Accounting for Principal and Income
  • Make required distributions
  • Oversee management of investments and the investment advisors
  • Manage discretionary distributions according to the priority of current, vested, and contingent beneficiaries

 

ILITs

  • Support and advise the Trustee in their duties and responsibilities Collect gifts to trust
  • Ensure regular premium payments are made
  • Send Crummey Letters to beneficiaries
  • Arrange for the preparation of trust income tax returns as needed