A Limited Liability Company
Welcome to Ohana Estate Services, your trusted partner in estate planning, trust administration, and probate services. We are committed to providing professional and compassionate support to individuals and families navigating estate management. Our goal is to simplify the process, ensuring clarity and peace of mind for you and your loved ones.
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At Ohana Estate Services, we believe in delivering personalized, reliable, and ethical estate solutions. Our team is dedicated to guiding clients through every step of the process with integrity and care.
Our experienced professionals specialize in estate planning, trust administration, and fiduciary services. With years of expertise, we are committed to protecting your legacy and ensuring a smooth transition for future generations. Meet the team
We provide comprehensive estate services tailored to your needs
We work with a local estate planning attorney to draft an estate plan to protect assets and ensure your wishes are carried out, including wills, trusts, powers of attorney and health care directives.
Learn MoreOur team assists trustees in managing and administering trusts in compliance with legal and fiduciary responsibilities, ensuring a seamless process for beneficiaries.
Learn MoreWe will work with a local estate planning attorney and provide expert guidance through the probate process, helping families settle estates efficiently while reducing stress and legal complications.
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Navigating the probate process can be overwhelming. Our experienced team helps families through every step, ensuring a smooth and efficient resolution.
Trust administration can be overwhelming for the designated successor trustee. Let us take care of the "back office" administrative work so you can concentrate on the important matters.
We understand that estate planning and administration can be complex. Here are answers to some of the most common questions we receive.
Estate planning involves creating legal documents to protect your assets and ensure they are distributed according to your wishes. It also includes planning for incapacity and reducing potential legal complications for your family.
Probate is the legal process of settling an estate after someone passes away. It involves validating the will, paying debts, and distributing assets according to the will or state law.
A trustee is responsible for managing and distributing assets in a trust according to the trust terms. This includes handling investments, paying expenses, and ensuring compliance with legal requirements.
Contact us for a consultation. We'll discuss your needs, explain your options, and help you create a personalized estate plan that meets your goals.
Navigating estate planning, trust administration, and other legal processes can be overwhelming. To assist you, we've compiled a list of trusted resources that can provide additional information and support. These websites come from credible organizations, non-profits, and government agencies that can offer valuable guidance in managing your estate and fiduciary needs.
The HHS offers resources related to Medicaid and Medicare, including eligibility, benefits, and planning for long-term care.
Visit WebsiteFor families with historic properties, this organization offers information on preserving property while ensuring it remains a part of future generations' estates.
Visit WebsiteThe official site for Hawaii's probate courts, offering information on filing probate and accessing legal resources for estate administration in Hawaii.
Visit WebsiteThis organization provides valuable information and connects families with attorneys specializing in special needs planning, trusts, and advocacy.
Visit WebsiteThe Center for Medicare Advocacy offers resources to help individuals navigate Medicare and Medicaid options, especially in planning for long-term care.
Visit WebsiteThis organization offers a wealth of resources for fiduciaries, including professionals managing trusts, estates, and guardianships.
Visit WebsiteIf you have any questions about navigating estate planning or need help understanding these resources, don't hesitate to contact us for personalized assistance.
Contact UsOur dedicated professionals are committed to providing exceptional service with compassion and expertise.
Head of Ohana Estate Services
Shawn Taras leads Ohana Estate Services with a focus on providing compassionate support and practical solutions. He assists clients with estate-related needs, offers referrals to trusted professionals, and oversees property management to ensure estates are well cared for during transitions.
Estate Services Coordinator
Joanne Kai manages financial and administrative tasks at Ohana Estate Services, including bookkeeping, check-writing, and coordination with investment advisors and accountants. She also works closely with beneficiaries to ensure smooth communication and support.
Ready to get started? Contact us today for a consultation.
Honolulu, Hawaii
(808) 524-8177
info@oeshawaii.com