You have better things to do with your time.
Our role at Legacy Works is to relieve you of the burden of administering a trust or probate estate. We are a part of your team, working closely with your attorneys, accountants, investment advisors, and healthcare providers.
You have better things to do with your time.
Our role at Legacy Works is to relieve you of the burden of administering a trust or probate estate. We are a part of your team, working closely with your attorneys, accountants, investment advisors, and healthcare providers.
Who We Are
Kevin Shiinoki, JD
Wendell K. Lee, CPA, CGMA, MT
We look forward to serving you.
What We Do
Below is a guide to what we do for you should you decide to become our client.
Steps in Estate or Trust Administration
Steps in Estate or Trust Administration
Let us help you.
Our estate administration services ranges from a variety of activities and whether we function as executor, trustee or in some other role, our highest priorities are confidentiality, objectivity, responsiveness — and protecting the value of the estate or trust. We understand the demands placed on a trustee and the challenges faced while tending to his or her own career, family and responsibilities.
Our services are designed to be flexible to the trustee’s needs and allows them to choose or maintain existing relationships with professionals that already look after their interests.