Don’t take our word for it, hear it from those who matter the most

If you are looking for someone patient, knowledgeable, competent and responsive, look no further. Michelle Ogata recently completed our estate plan from scratch, guiding us each step of the way, thoroughly discussing pros and cons, and helping us make very difficult decisions. Our previous attempt at estate planning was a disaster because the planner simply tried to fit us into one of the standard cookie-cutter forms. When we completed our process with Michelle, we felt absolutely confident and pleased with the customized results. And we signed up for the maintenance plan to re-visit our estate periodically to accommodate changes and perhaps rationale. We are true believers of the Estate Planning Partners.

The investment banker helping me had high praise for Michelle and said clients of his had good experiences with her. At my first appointment, I felt comfortable sharing financial and personal information with Michelle. She explained the estate trust in easily understood language and why is it differs from a will. Michelle then guided me through a series of questions that laid out the framework of the trust. In an hour and a half, we had established the direction I wanted to go and how to proceed. I am very pleased to be working with Michelle and feel free to call on her expertise when I need it. I plan on referring others to consult with Michelle for their estate planning questions.

I was very pleased with the service Michelle Ogata provided. She made sure that my specific wishes were included in my will and explained all the legalities in detail to me and my family. I now have peace of mind knowing that my preferences will be carried out to the letter, in full accordance with the law, and with the least amount of burden on my children after I’m gone. I have recommended Michelle Ogata’s firm to my friends and relatives as I feel she provides an important and valuable service. Peace of mind is priceless.

I was extremely pleased with the work that Michelle and her staff did for me. The final product was more than satisfactory. Not only was she able to undo a mess that another attorney had made, but she provided me with a complete plan that satisfied all my concerns and will make it easier for my children. Mahalo nuiloa!

Michelle was very professional and yet comfortable to work with. She explains the options for our situation and guided us appropriately.

Great service and excellent product. The process was fast and pleasant. Thanks for your help Michelle.

We first met Michelle at a seminar that she was the featured speaker. We were offered a free first consultation and decided to see if she would fit in with our expectation of an estate attorney. We were very pleased with her professionalism as well as her knowledge of the estate trust laws. Our original estate trust was quite dated so we decided to have it reviewed and updated by Michelle. She provided a lot of advice and recommendations using our input in restating our trust. She also agreed to review the trust with our adult children so that they would also know our wishes in the execution of our estate when the time came. Since then, I have recommended her to several other friends, family and neighbors who have used her services or who will be contacting her. In addition, she coordinated a seminar with speakers from a bank trust department that covered additional services they provide. As I wrote earlier, our original trust was not reviewed or updated since we first created it and we had not had any contact or request for review and update since that time. I am much more comfortable now, knowing that our trust is up to date with the current law as well as knowing that our plan for the distribution of our estate will follow our final wishes.

I enjoyed working with Michelle and Shirley for they made it very comfortable in preparing a very thorough financial estate plan for my family. If there are any questions or changes, I will definitely be calling the Estate Planning Partners. If anyone asks about estate planning, I will refer them to you. Thanks again for all the help.