Estate Planning

Estate planning is more than drafting documents—it’s about creating a clear plan that protects your assets, honors your wishes, and provides peace of mind for you and your loved ones. What sets Shauna apart from other lawyers is her ability to combine technical expertise with genuine understanding, shaped by her own journey as a single mom for 13 years, and now as a wife and mom of a blended family of four children. She brings not only legal skill but also real-life perspective, helping clients feel empowered and supported as they make important decisions about their future.

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What would happen to your keiki if you couldn’t come home to them today?

Note Note Book Discovery Call

Where would they go? Who would raise them with the values and care that you want them to have? How will they be financially provided for?

These are questions that every parent should carefully consider and answer. Don’t leave these decisions to the court.

My Keiki Protection Plan is a comprehensive solution to every question you have and more. It is included free of charge with every Family Wealth Planning Session that I do, and is a priceless gift that you can give to your keiki.

Our Estate Planning Process

  • Start

    Phone Phone

    15-Minute Discovery Call

    You will share your situation and goals with me, and I will explain our process to see if we are a good fit. (Cost: Free)

  • 2 Weeks Later

    Leaf Leaf

    2-Hour Planning Session

    A two hour working session to organize your assets and property and make some decisions. At the end, you will choose the level of planning and fee that works best for you. (Cost $750)

  • 2 Weeks Later

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    Draft Your Plan

    I will craft a holistic plan tailored to your specific needs, assets, and desires, ensuring that the people you love are cared for and the things you worked hard for will be preserved for them. (Average Cost: $2,000 – $8,000)

  • 2 Weeks Later

    Brush Brush

    Signing Meeting

    You will sign all of your documents after I explain them to you. I will answer any questions you have and you will leave with peace of mind knowing that you. have a plan in place that will work when you need it to.

  • 1 Week Later

    Book Book

    Binder Delivery Meeting

    The final meeting in which you will receive all of your final documents. I will conduct a personal legacy interview with you where you will share your last thoughts, experiences, or memories to be given to your loved ones when you pass as a priceless gift to them.

  • ASAP

    Archive Archive

    Fund and Retitle Assets

    All assets, property, and accounts must be properly funded and titles transferred to the newly created trust. I will give you detailed instructions on how to do this, or you can hire us to do it for you. This is an IMPORTANT STEP! If assets are not properly transferred, your trust will be empty and useless. (Cost: $850 if we do it)

  • Every 1-3 Years

    Review and Checkup

    It is always a good idea to have your plan reviewed when there are any changes in your family, circumstances, finances, or large purchases. Changes in the laws can also impact your plan. (Cost: Free for your first review)

  • At Your Passing

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    Trust Administration & Probate

    Your estate will need to be probated in court (if you had a will) or will pass to your trust administrator to be carried out according to your wishes. We will be here to act as administrator, support your family, or advise your appointed administer when that time comes. (Cost: varies)

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Wills and trusts often fail because they are outdated, poorly drafted, or never properly funded—leaving families vulnerable to conflict, confusion, and costly court battles.

Don’t leave your life’s work to chance. You’ve worked hard to build what you have; now is the time to protect it and ensure your legacy is passed on smoothly to the people you love. I can help you craft a solid, holistic estate plan keeps your family out of conflict and out of court.

Many wills and trusts fail when they are most needed

Note Note Book Discovery Call

Latest Articles

Estate Planning 101: Wills & Trusts

Wills and Trusts: What You Need to Know From when they take effect to how they are administered, wills and trusts have important differences to consider when creating your estate plan. That said, you won’t necessarily be choosing between…

Naming a Trust as Beneficiary of Retirement Accounts

What our clients say

Shauna’s ability to gently facilitate conversations around difficult topics made my experience both productive and enjoyable.

Shauna’s care and focus of my plan was always motivated by the ‘why’. ‘Why is this important to you?’ I feel confident that my wishes will be followed when I pass on.

Compassionate and gracious are not words that I thought I would use to describe a lawyer – until I met Shauna. Every step of the process was comfortable and easy.

Book a 15-Minute Discovery Call

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