Estate Planning Consultants of Hawaii, Inc. is a "Group Legal Service Plan" firm founded in 1997 under Hawaii Revised Statutes SS488. We provide Group Legal Service Plans to individuals, small businesses, associations, and credit unions. Our attorneys are specialists in a range of areas, including Advanced Medicaid Planning and Estate Planning. They also have experience of Asset Protection Trusts (APTs), Tax Planning, Business Trusts, and Real Estate Law. Whether the matter is legal or financial, our aim is to give you tranquility. The company's objective is always to develop positive and enduring relationships with its clients and their families. The Hawaii courts use the probate process to validate testators' wills. This procedure becomes public, and it includes the possibility of challenging the original will. The clients would rather keep their assets private than make them public. It is possible to accomplish this using Trusts as the transfer of assets to the intended receivers (EstatePlanningHI, 2021). But why does probate occur, and what does it do? The primary emphasis of probate is to protect fraud. As assets will pass to people besides the intended heirs, individuals will.
Reviews Summary
Clients left positive feedback for Steve and Sage Capone of Estate Planning Consultants of Hawaii. They repeatedly cited the financial planners' talents, creativity, attentiveness, and thorough communications. The Capones were very supportive and compassionate in their interactions with clients, even as they provided a considerable challenge that required a lot of decision-making and finetuning for clients. These factors ensured that clients felt that their estates were secure and that they could trust the Capones. This interaction with different clients meant that clients vouched for recommending Steve and Sage to others who require financial planning and estate services. The emotional value Capones brought to their work due to the custom nature and level of effort benefitted many clients and added exceptional value to their clients. Larry M., a client, left the feedback "Feel Thankful." as a testimonial to the Capones' service.
Frequently asked questions
7 questions
What do Estate Planning Consultants of Hawaii, Inc. clients say about the work?
Clients frequently praise the team for their professionalism, knowledge, and the personal care they provide. Many mention the step-by-step guidance during the estate planning process, highlighting how Steve and Sage Capone make clients feel at ease and supported.
Does Estate Planning Consultants of Hawaii, Inc. offer estate planning services, and what do clients say about their experience?
Yes, they provide estate planning services including Revocable Living Trusts, Advance Healthcare Directives, and Powers of Attorney. Clients appreciate the thoroughness and clarity of the process, often noting how the team answers all questions and provides peace of mind.
Can I get help with trust amendments at Estate Planning Consultants of Hawaii, Inc.?
Yes, they assist with trust amendments, including modifying trust documents, adding beneficiaries, and updating asset distribution. Clients have expressed satisfaction with the team's ability to navigate these changes smoothly and efficiently.
What are the hours of operation for Estate Planning Consultants of Hawaii, Inc.?
Their hours are Monday: 9:00 AM - 5:00 PM, Tuesday: 9:00 AM - 5:00 PM, Wednesday: 9:00 AM - 5:00 PM, Thursday: 9:00 AM - 5:00 PM, Friday: 9:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
What services does Estate Planning Consultants of Hawaii, Inc. provide for estate settlement?
They offer estate settlement services including document preparation, legal guidance, and trust administration support. Clients have noted the team's expertise in handling these sensitive matters with care and professionalism.
How does Estate Planning Consultants of Hawaii, Inc. assist with financial planning?
They provide financial planning services such as investment advice, retirement planning, and asset protection strategies. Clients have found their guidance invaluable in securing their financial future.
Where is Estate Planning Consultants of Hawaii, Inc. located?