Client Testimonials

"Estate Planning Consultants of Hawaii Steve Capone and attorney Reed Roher has been my parent's estate planners for years. When my mom passed a few years ago, they helped us modify my dad's trust. They also recommended my wife and I to consider creating a trust which we did. Reed explained the pro's and con's of creating a trust and making sure we avoided probate when that time comes. Steve was the financial guru and made suggestions on how to protect and grow our hard earned money, making it work for us. Our family trusts Steve and Reed with all our estate planning and financial needs."
Tim O.
Customer
"Estate Planning Consultant of Hawaii has been in service for years before we met Steve which is a blessing.We not only have 1 but 3 of our financial needs that he helped.Steve continues to update us of any changes that affect our financial needs We also met his son and daughter who also is a realtor.They are all customer and business oriented .friendly and honest.Communication is great.You asked a question and will get a response in a timely manner.Steve has a team of experts who are experienced and knowledgeable on the services they are providing.For us.,we have a peace of mind knowing that we have Estate Planning and team that we trust to help us.Please call this company for any financial needs and security."
Hermi G.
Customer
"Estate Planning help our family put together our first Family Trust in 2001. We felt comfortable working with them since it was our first time. We had lots of questions and they took the time to explain our options. It was very convenient, they came to our home in Makaha . In 2019 we decided the Trust needed to be updated because of the growth of the family. So we meet with Steve and Michael to update my trust. They explained what needed to be done to make it right so the Estate won't get stuck in probate . I told them I am a executor for my Father's Trust. As they reviewed His trust papers discovered my deceased Mothers name was never taken off the Deed. That would have cost lots of money and pain to settle the Estate. I truly grateful for their expertise. They did update my Fathers Trust and now I have some peace of mind. Steve, Michael and his son Sage have been wonderful to work with. Very personal .Any questions or concerns I have I can always call them. Very dependable too. I truly recommend this Team of Experts. "
Dina H.
Customer
"Estate Planning Consultants of Hawaii Was recommended to our family by a good family friend when we were looking for someone to do our trusts. We were very pleased with their level of expertise and knowledge. It is quite overwhelming trying to decipher the various laws and their impact on our finances and heirs. We are pleased with their services and recommend them highly. They served us well. "
Yvette P.
Customer
"Stephen and Sage worked with my parents and with us when they passed. Everything ran smoothly and they were very professional and explained to us in simple steps plain language of the many legal issues and paper work needs. They are a blessing to my family."
Kim L.
Customer
"We knew that we needed to protect our property but also our personal interests. Steve and team not only did that but is also proactive and very responsive to all the changes over the years we've been with them. If you're looking for security and peace of mind give them a call, it'll be the best thing you'll do for yourself and your family."
Thomas Y.
Customer
"My husband and I are pleased with the service that Steve and Sage has done for us. They were very thorough guiding us in the right direction for a future. We would highly recommend them for your Estate Planning."
Ruth L.
Customer
"I have used Estate Planning Consultants for over 10 years now. I have found Steve Capone to be a solid financial planner and he has provided me with sound financial advice over the years. Through his office I established a trust with attorney Reed Rohrer, to insure that my estate is fully protected."
Norman C.
Customer
"Steve had my estate planning done many years ago. At that time my only concern was, if he retires, who can help me. Later on Sage came aboard to work with his dad. It was a great relief. At one time I had to make some changes to my estate planning. They did it without a fee. They are also a great help on financial issues when you need an opinion."
Kenneth K.
Customer
"Sage and his team of experts helped me with everything I needed when it came to life insurance. He was responsive, proactive, professional, and sincere. I was able to get everything I needed. I would strongly suggest anyone looking for insurance and estate planning to Sage's group."
Wilson W.
Customer
"I don’t know if Mr. Capone even knows this, but he gave me a very valuable gift….my first encounter with Estate Planning, which sparked my interest in Law, with a focus on Estate Planning and my aspiration to (hopefully someday soon) be an Estate Planning Attorney. In the times that I worked for Mr. Capone and his company (Estate Planning Consultants of Hawaii), he always treated me well and with mutual respect. When difficult issues arose, he acted professionally and treated all involved with care and fairness. He always wanted the best outcome for all parties involved. The fact that his company has been in business for nearly 20 years is a testament to Mr. Capone’s commitment to his clients at EPCH and members of the Group Legal Service Plan."
Jane P.
Previous Employee
"Having a father and son team assist with a families most important estate planning decisions allows for peace of mind in knowing the understanding and empathy is behind their work and business values. Family helping family.... it means so much and just makes sense. Highly recommend EPCH!!"
Sasha C.
Previous Employee