AMAZING! Simply put, that is what our experience was with Keoni Souza's law office. Keoni delivers on ALL that he promises. In fact, he exceeds expectations! When our parents passed away, we experienced firsthand the difficulties that come with poorly written trusts so when we set out to create our own trust, getting it done properly was a top priority. After extensive research we decided to give the Law Office of Keoni Souza a try. His website was the most comprehensive; we gained a lot of information about estate planning and his process. His free webinar provided an excellent risk-free overview of wills/trusts and what to expect at our first meeting. To be honest, Keoni promised a lot, and we were skeptical at first - so much so that we viewed his webinar at least 3 times before committing to an appointment. When we finally took that leap of faith, everything fell into place. Keoni has efficient systems in place, making the entire process run smoothly and seamlessly. Our meetings were held virtually, eliminating the stress of coordinating schedules and driving to town from the westside. From beginning to end, Keoni's professionalism, knowledge, organization, and attention to detail impressed us. He provided information clearly and concisely, always following up with a written copy of what was presented so we didn't have to worry about trying to remember everything. He responded to emails promptly, thoughtfully, and thoroughly (no extra fee for that), making our experience with him very personal. The Family Wealth Planning Session was informative and motivated us to begin completing our Family Wealth Inventory. Inventorying our assets/debts, listing important contacts, and determining other details we wanted included in our trust was a lot of work, but worth the effort. Completing that alone was a huge weight lifted off our shoulders! We've completed similar inventories with other attorneys, but what's exceptional about Keoni's process is how comprehensive and systematic it is. We have access to it and can update it through the portal. We can rest assured our trustee will be able to track our assets upon our death and have all the information needed to carry out our wishes, ensuring our beneficiaries receive what we intended. Keoni also provided clearly written instructions to transfer our assets and fund our trust. It really is quite mind-blowing how thorough Keoni is in his communication and instructions! Keoni cares about passing on intangible assets, too. He offered us an opportunity to participate in a Legacy Interview where we could share our personal stories and values. We weren't sure we wanted to participate, but decided to give it a try (we figured we could delete it if we didn't like it). We're glad we decided to step out of our comfort zone! Keoni made the video look so beautiful and professional! Now we have a real piece of us to leave behind for loved ones. We highly recommend you embrace this opportunity to leave your legacy so loved ones will have memories of you that can be cherished long after you're gone. Keoni is upfront about the flat fee plans he offers. He will review his plans and allow you to make a decision (with no pressure) based on your unique situation and needs. He even offers complimentary triennial plan reviews (we've never been offered that by our other estate attorneys). He also offers an optional membership program to help keep your plan updated annually at a reasonable rate. This shows Keoni's commitment to helping you keep your trust working for you the way it should. Our experience with Keoni was exceptional and we'd be surprised if your experience is anything less. This isn't just a business for Keoni. He puts his heart into what he does and is genuinely passionate about helping others through his work, and even extending his generosity to the community. The best thing you can do is make an appointment with Keoni and experience firsthand the outstanding work he does. His attention to detail is phenomenal! We believe you will be pleasantly surprised...
Ā Ā Ā Read moreThis year was the year for me to make sure I had a plan in place for my 2 daughters if anything would happen to me. I messaged Keoni and within 24 hours i was able to schedule a consultation. Iām so glad I did! Keoni was a pleasure to work with. He made this process so easy. His knowledge, expertise, patience, and understanding of Family Planning and his personal story that he shared made my decision super easy to retain him and his firm. He knew exactly what plan I wanted. He did not push one plan over the other. He is very thorough when explaining the different plans.He went over what each plan entailed ( Will vs a Trust). The icing on the cake so to speak was The Legacy Interview that was completed at the ending of the estate planning process. This is the Special Touch that makes him stand apart from any other Family Planning firm/office. The whole process during the COVID 19 pandemic was made so much easier by virtual meetings. We had time to talk and share stories during each meeting. We would go beyond our schedules time and at no time did Keoni cut the meeting off. We had about 3-4 meetings to complete the process and each time Keoni would follow up with an email to remind me what was next and/or in the mail. He was easily available to answer my questions in a Very prompt manner. If you are debating on a Family Planning lawyer, look no further! I am at ease now with the plan in place for my daughters and I. When someone knows and have already experienced what I was worrying about, Keoniās FIRSTHAND experiences that he shared made me realize I chose the PERFECT fit for my needs. Thank you so...
Ā Ā Ā Read moreAloha, we found Keoni's law office via a friend who had retained his office previously and had outstanding results. We highly respected this person's opinion so we contacted Keoni and inquired about his services. After the initial email chats, we set up a Zoom call to meet. It went very well! He explained everything in depth and, although I consider myself somewhat legal savvy, I was not too familiar with this field of law. He was able to thoroughly explain every question or concern, in a way that made sense to us. His professional fees, at first, seemed a bit higher than others but, you know the old saying... "you get what you pay for?". Well, it DEFINITELY applied here. Keoni went FAR ABOVE and beyond our expectations and was worth every penny we paid! He knows his stuff! Our will/probate documents were ultimately delivered in an extremely professional organized custom binder, with all of our docs divided by tabs for easy reference. 100% easy breezy! Keoni did not request we upload this review - WE wanted to compose it ourselves to share with all of our aloha friends (yes, you!) who may require these services in the future. Keoni is most definitely your "go to guy" for all of your will/probate needs! Since receiving our wonderfully presented legal docs, I've had to reach out to Keoni with a few additional questions. All of my questions have been addressed, professionally and promptly. True white-glove service all the way! You're truly in good (no great!) hands with Keoni's law office. We highly recommend him! 5 stars for Keoni! All my very...
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