Services That Give Peace Of Mind

Services that give peace of mind.

Our Services

Revocable Living Trusts

A Revocable Living Trust (RLT) is a versatile estate-planning tool that can change over time with your needs and responsibilities. In addition to guiding your trustee after your passing, the RLT provides instructions to your trustee in the event of your incapacity or long-term illness. The RLT also allows assets to be passed to heirs without going through probate. Probate adds costs and time to the process, and all your information is public. With an RLT, you maintain control of assets and can change its terms while gaining the assurance that you and your loved ones are fully protected.

Estate Administration and Probate

For a family member who works at another job or someone not trained in administration, the responsibility of administrating an estate can be a huge burden. Although it is common to name your adult children as trustee, consult your attorney if using a third-party trustee would be a better option for your family.

Medical Coordination

Your trustee or personal representative may need to work with your family to select healthcare providers for you. Your medical needs will naturally change over time, and we will be there to help you find the right caregivers or living situation.

Management and Sale of Estate Property

Many trusts and estates in Hawaii own property. Land is a key component of wealth for many families in our islands. We have worked with commercial and residential property managers and brokers to maintain, lease, and sell the assets in the estate if necessary. We often work with attorneys to appear in court for the approval of a sale.

Tax Preparation, Probate, and Forensic Accounting

Our tax preparation and forensic accounting services are managed by Wendell K. Lee, CPA, CGMA, MT.  As a former founding partner of Accuity LLP, one of the Hawaii’s largest accounting firms, and former tax partner of the international accounting firm PricewaterhouseCoopers LLP, Wendell brings over 30 years of tax experience to Legacy.  His clients included individuals, partnerships, estates, trusts, corporations, and non-profits organizations.

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.

Let’s talk.

Consultation is free. Contact us for information.