Client Testimonials

"My husband and I have had our trusts set up by EPCH since 2000. We found them to be very professional and thorough. When my husband passed away their caring attitude and advice has helped me to navigate through the complex paperwork involved with settling his affairs and in reviewing and updating my trust. I have been able to get financial advice which has secured and improved my assets. During this Covid 19 period Mr. Capone has visited me to get paperwork completed since I don’t drive. This type of service and consideration makes me thankful that I they are handling my trust."
Carol F.
Customer
"I reached out online to schedule a consultation to update my parents’ trust. I immediately got a call and all of the info needed to schedule a consultation to amend it, and a quote that was at a very reasonable cost. They were able to accommodate us very soon that week, and from the beginning of that meeting we felt at ease and open to ask whatever questions needed. The lawyer helping us was so helpful in explaining updated laws that would apply to us, and considered and discussed the special circumstances within our family. Steve was also so helpful with explaining our options for financial planning and continued to communicate even after the initial meeting. We felt so comfortable to ask questions and were encouraged to reach out even later through call or text if we needed clarification on anything. The thought of estate planning can feel very overwhelming and stressful, but we are so glad that we went to Estate Planning Consultants of Hawaii."
Sandra C.
Customer
"EPCH did an incredible job assembling our family's trust in an expeditious and professional manner. We appreciated the step-by-step guidance throughout the process and now we have a comprehensive trust that gives of peace of mind."
Kris K.
Customer
"I recently met Steve and Mike while updating my parents’ trust, although my parents had worked with Steve a number of years prior. They are very knowledgeable and explained things in a manner easy to understand. They are both personable, kind and courteous. They were attentive to our needs and concerns, and were extremely efficient and prompt in answering questions and completing the process. With their guidance, I now have a trust of my own. I feel confident that my needs will be well taken care of in the years ahead."
Tammy Y.
Customer
"In 2003, my wife and I became associated with Mr. Capone’s company. He and his consultants developed a living trust for our estate. Both my wife and I were satisfied with our trust. Mr. Capone kept us advised of situational and personnel changes throughout our 17 years, associated with Estate Planning. Unfortunately my wife passed away in December 2020. I was at an emotional impasse. I contacted Mr. Capone and advised him of my situation. He immediately assured me that he and his staff would take care to update, advise, and make the necessary changes to my trust. Through the personal attention of Mr. Capone, his son, Sage, and attorney, my estate has been amended to include a new distribution of my assets, medical directives, power of attorney and a new financial prospective which are to my complete satisfaction. Because of their efforts and advice, I know my trust will be executed in accordance with my desires. In addition, I have decided to utilize their expertise concerning my financial future. Most importantly I have peace of mind. Their attention to my loss has relieved me of a lot of emotional stress. I am blessed to call them my friends. I have no regrets about my decisions and would be glad to recommend Mr. Capone and his associates to any potential clients."
John P.
Customer
"I first met Steve and Sage Capone back in the 1990’s when we drafted our first trust document. They have helped us add properties, create an LLC, and given us helpful advice throughout the years. Their lawyer is very knowledgeable and available to answer any questions you may have. When you work with their team, you really feel like you are working with friends. I would highly recommend them to anyone wanting to begin the estate planning process! When my husband passed away recently, they were quick to respond and showed genuine concern as well as professionally take care of the documents that needed preparation. I really appreciate their help over these last twenty years!"
Priscilla M.
Customer
"We met with Stephen Capone & their lawyer on a very busy weekend. We were greeted by Stephen Capone when we got to his office and it was service with "Aloha"! They both made the time to meet with us to go over our Trust. We were very impressed with how detailed & organized our Trust was presented. There was so much information that was given and I felt overwhelmed but they explained and assured us that if we had any questions or concerns we could give him a call anytime. Stephen Capone also assured us that if we had any questions or needed help with any financial planning that he would be able to assist us with that as well. Both my husband and myself felt very comfortable and was very pleased with this appointment. Their client service is on point!! They both are professionals in what they do best, but most of all they showed us that they care and will go above and beyond to help us now and in the future.. Client service like this is very hard to find. Their prices are reasonable and affordable too. We will definitely refer family & friends to Stephen Capone & Sage Capone for their services."
Dee K.
Customer
"I first met Stephen Capone back in 2019 upon the death of my mother. They helped my sister and I with the necessary documents to settle my mom’s trust done by another lawyer years before. They helped us follow through the way mom wanted it. Steve and his lawyer were efficient and expedited everything in a timely manner with less effort on our part. Within two weeks we received all the documents for signature and ready to move forward. Recently my father-in-law passed away. Unlike my mom, there were no will, no trust, nothing. We did not even have a power of attorney for my mother in law who has onset dementia and needed 24/7 watch. My husband and I just did not know what to do. Having to deal with death of Dad, care and protect mom, and what is now only her estate; we were just unorganized, worried about mom, stressed and just lost. Then I remembered Steve and called them. They immediately advised us of the protocol to create a trust, power of attorney and a pour over will!! The lawyer explained all the legal aspects, what needed to be done to move forward, the process, options, pros and cons. We began to feel relieved, calm and getting back on track. In less then two weeks the documents was ready for signature. Steve came to our residence personally to have the documents signed. There is a minor set back mentioned will take longer but made sure that we knew and should possibly be ready next week. By the way their prices is very comparable as to others. Estate Planning Consultants of Hawaii, Inc. did and is going far beyond to help us in our need. They have compassion, care, very knowledgeable, and want to do the best for us as clients. A big shout out!! We would recommend if you don’t have your trust etc. in place go to and see Stephen Capone and Sage Capone. Thank you Steve. Aloha and God bless!!"
Rima R.
Customer
"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 his lawyer 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 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
"Life’s journey is truly amazing and my husband and I were blessed during a time in our lives when everything seemed so bleak and hopeless...Blessed by Stephen Capone and Sage Capone! They reached out to us as if we were their own family. They took special care of us and gave us great peace of mind and amazing hope for our future. We are now confident and assured of all our personal, family, health, home and financial matters are put into place and are protected in every way. They made the entire process very easy for us during that difficult time...we were so clueless about financial and estate matters and always wanted to do something about this, but was always afraid of being misled. And we felt so ignorant of these issues. So, please, please take heart to our message as they will be a blessing to you as well. They have it all...professionalism along with great wisdom and knowledge...so diligent and prompt in the process and most important, their beautiful caring hearts! It’s been three years now and they continue to keep in touch in a personal, professional and loving way. We can’t say enough about them...just a true Blessing! Thank Mr Stephen and Mr Sage Capone for taking excellent care of us! You guys are the Best!! Kevin and Patti of Kapolei"
Patti S.
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
"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
"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
"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
"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
"The best thing about Sage and his Dad Steve is they treat you like family. I first met them in 2018, they always had my best interest in mind.They go out of their way to make sure you get what you need. I Highly Recommend both Sage And Steve Capone. Mahalo"
Don L.
Customer
"Steve and Sage Capone are professionals that know how to help their clients with Estate Planning and wealth protection. Courteous, knowledgeable and professional, the 3 qualities you need in Estate Planning and Wealth Preservation - Estate Planning Consultants of Hawaii delivers that for their clients!"
Harold E.
Customer
"It has been a delight working with Steve & Sage Capone and Reed Rohrer. I do all their appraisal work and everything is handled in a professional manner."
Maria C.
Customer
"I have worked with Estate Planning Consultants of Hawaii for a number of years. I work with them to help their clients fulfill their insurance needs. Steve and Sage are great to work with, very professional and put their clients first."
Brandon J.
Strategic Partner
"I have had the opportunity to work with Steve and his company to help his clients with Updating Trusts, Consolidate debt for future cash flow benefits and review Home Mortgages. His company is very conscience of the clients needs and well being for there lifetime."
Rodman M.
Strategic Partner
"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