Welcome to Estate Planning Partners
At Estate Planning Partners, we are dedicated to assisting our community with comprehensive and thoughtful estate planning and administration services. Our team approach in working with clients provides purposeful planning and longevity for our clients and their families. With our many years of experience, integrity and compassion, our goal is to make estate planning and administration a simple, streamlined process for your family. While the law is often complicated, we provide the clarity and assurance you need for peace of mind.
We look at estate planning differently
We believe in listening first. Proper estate planning is not “one size fits all”, which means that we tailor each plan to meet the specific needs of our individual clients. Knowledge, compassion and the desire to help, are the cornerstones of what we deliver.
PlanningEstate Planning
When clients come into our office, their first question is usually, “Do I need an estate plan?” After learning more about the client’s goals, assets, family and intentions, our answer will many times be “yes.” However, each client has a unique set of circumstances that make an estate plan important for the client and their family.
AdministrationTrust & Estate Administration
We often meet with families, who have lost loved ones and are in need of guidance and assistance. Most people may only have to administer a trust or an estate once or twice in their lifetime, and after a loved one passes away, it’s the last thing anyone wants to worry about.
AdministrationProbate Administration
Often times, after a person passes away, a court proceeding known as “probate” is required to determine who may receive the deceased person’s assets. There are Hawaii laws in place that determine when a probate proceeding can be initiated, who has to be notified of the probate proceeding, who may be appointed to manage the deceased person’s estate, and who the beneficiaries of the estate are.
