Start Here | Obenauf Law Group

Start Here

We’ll make this process easy for you.

Here’s what to expect when planning for your loved ones.

STEP 1

Give us a call or write us to schedule an appointment

Reach out by phone or message to set up your first appointment. This quick first step helps us make sure we’re a good fit for your needs before moving forward with the full Family Inventory.

STEP 2

Complete our Family Inventory

Once your appointment is scheduled, you can fill out the Family Inventory Form below. This form helps us understand your family structure and assets so we can tailor our planning recommendations to your needs.

STEP 3

Submit your current estate plan

If you have a trust or will, submit your documents to us a few days before your appointment via email. We’ll read it in advance so that we can make the best use of our time together. Otherwise, we’ll spend the whole appointment with you watching us read your documents, and that’s just boring.

STEP 4

Meet in our office or virtually

Come to our office on Vineyard Street in Wailuku! We have snacks! Or don’t and meet us in our Zoom Room, where you’ll also receive excellent service but you will need to provide your own snacks.

STEP 5

Choose a planning level

If we each determine it’s a good fit between you and our firm, you can choose a planning level from the fee schedule we email you when you make the appointment, and we’ll get started designing and implementing your estate plan.

STEP 6

Meet 4 weeks later

About four weeks after your design appointment, we’ll meet for your signing appointment, in which we’ll review and sign your estate plan.

STEP 7

Binder Delivery

If you have a trust plan, you’ll have been doing some legwork getting accounts titled in the name of your trust. In this meeting, we check on your progress, offer assistance, and give you your completed estate plan in print and PDF format.

STEP 8

Review Your Plan

Because we do not bill hourly, our clients call, text, and email us with questions when they arise. However, we make ourselves available to our clients for more formal reviews of their plans every three years, at their request.

Step 2: Family Inventory Form

Thanks for taking the time to complete this form! If you haven’t already scheduled your appointment, please do that first—this form is most helpful once we have a meeting on the calendar. No need to include account numbers; just a general overview of your family and assets is enough to help us get started. Mahalo!

Please download the PDF form with the button above, fill it out and then
email it to us directly at [email protected].

*A digital version of the form is coming soon!*

If you need assistance completing the form
please email us directly at [email protected]

Frequently Asked Questions

I’m so simple, do I need a trust?

For people who truly need basic estate planning, our community legal clinic offers powers of attorney, advance health-care directives and transfer on death deeds. In an effort to keep costs down for our clients, all meetings are with paralegals, and the documents are reviewed by the attorney. Our community legal clinic plan works well for clients planning to leave their estate outright and free of trust to adult, capable beneficiaries and who also are not interested in asset protection, creating rules on how the children will co-manage real estate, or who would receive the assets after their children.

What is your process for estate planning?

After you reach out to us, we’ll have a phone call to help our intake team determine what is the best next step. Clients in our community legal clinic meet with our intake coordinator. Trust clients meet with an attorney. After we design your plan, we meet again for a signing appointment about four weeks later. Please see Steps 1-8 above.

My loved one just passed away, what do I do?

We can assist you with probate and trust administration. Click here to go to our probate page. Link to our probate page

Do I have to have everything figured out before I come in?

Definitely not! It is helpful if you have some idea of who you want to leave your assets to and who you’d like to have in charge of your financial and health care decisions if you’re unable to make those decisions yourself, and who you’d like to name as guardian for your minor children. However, we do not expect you to have everything perfectly figured out. We can help you.

Where is your office located?

We’re in Wailuku at 1930 E Vineyard Street. See the map below to get directions.