Client Testimonials
"Even though I live 6,000 miles away this company was very efficient and helpful at finding creative ways to complete the necessary planing and execution of my Mother’s Estate in Millilani on Oahu. I highly recommend them if you reside on the mainland but your families equity is in the Islands. Mahalo Steve Capone !
Leilani Beardsley."
Leilani
Customer
"When unexpected situations happen in life and you need a trusted professional team of legal advisers. Don’t hesitate to call Stephen Capone of Estate Planning Consultants of Hawaii, INC he will guide you to make the best decision for you and your family. Aloha!"
Alex
Customer
"We just started a family and Sage & Steven Capone did an amazing job helping us setup a revocable living trust. They walked us through the process step by step and were super helpful in their guidance and answering all our questions. It was great that we were able to meet in person to do the signing and they were very organized and professional. I highly recommend Estate Planning Consultants of Hawaii and glad that we can support a local small business!"
Ross
Customer
"We highly recommend the work that Steve and Sage did for us. They are very knowledgeable, professional and friendly while guiding us through the process of creating our Revocable Living Trust. We feel confident that our assets are safe and our children will be taken care of as the Trust dictates. We are very pleased with the service that Steve and Sage of Estate Planning Consultants have provided."
Cliff
Customer
"Steve is like an old friend that we haven't seen for a long time. He is very friendly and makes you feel at ease. He was very accommodating with our schedules and very prompt so there is no time wasted. He explained some of our options very thoroughly so it was easy to decide. I really recommend Steve and his son Sage to anyone to do their estate planning because they care."
Marieta
Customer
"Steve has been terrific to work with. He is really good at explaining the process and answering any and all questions. He works to understand the dynamics involved and offers options and experience that helps in making decisions."
Teresa B.
Customer
"Steve and Sage are very knowledgeable and personable at their craft. It has been a pleasure working with Estate Planning and Consulting."
Boise Kolohe
Customer
"My wife and I needed to update our Revocable Living Trust due to an emergency that came up. Our former attorney had retired so she had referred Stephen Capone (her former partner) to us. When we met him, he listened to our dilemma and looked over our documents and recommended that we modify our trust to include our children and our grandchildren which gave us peace of mind. Throughout the whole process, he and his son, Sage, were always there to update us, accommodate us, suggest to us, listen to our concerns and most of all, they were patient and sincerely cared in figuring out what was best for our family. When we finally went to their office to complete our trust, we enjoyed talking with Stephen and Sage, who are so down to earth, and we felt very content in knowing that everything was going to be fine. We highly recommend Stephen, Sage and the rest of the Estate Planning Consultants of Hawaii, Inc. team. They are knowledgeable and they go above and beyond to help people because they truly care. My wife, family and I are grateful and appreciate them so much!"
Roger and JoAnn
Customer
"My realtor recommended Stephen and Sage Capone when I voiced my concerns on how should I protect my assets and family after buying my first condo and I am extremely happy with their service! The father and son duo are very knowledgeable, patient and easy to work with at a very reasonable price. They are very prompt in answering all my questions, giving me status updates through text/call/email and got my trust done in a timely manner. Their personalities were the reason why I went with them; you want to use someone you’ll be comfortable working with pretty much the rest of your life! They were so warm and understood all my needs. They felt like family. Once everything was completed I got a copy of my trust in an organized binder with tabs and a tumbler with their logo on it. I feel at ease knowing that my assets are legally protected with Estate Planning Consultants of Hawaii Inc."
Hillary
Customer
"Steve and the Estate Planning Consultants team worked with my father on establishing our family's estate plan more than 15 years ago and that was a huge help in making things go smooth recently when my father became very ill. The estate plan was organized and included his advanced health care directive and power of attorney which reduced a lot of stress during my father's final weeks. I am so thankful that Steve worked with my father earlier to thoroughly cover everything in order to be prepared and protect our family. After my father's passing, we met with Steve and Sage to update the Estate documents and they made everything very easy for us, guiding and taking care of us. Steve showed much interest and aloha for our family's needs and provided extra assistance to resolve additional matters and tailored our documents to meet our family's changing needs. I very much appreciate that Steve is attentive, quick to respond and follows up. Mahalo to Steve and Sage for giving us tremendous peace by protecting our family and future generation."
Vicki
Customer
"My family and I are so happy to have called Steve and Sage to help with our estate planning. They were instrumental in ensuring our family is protected in case of unexpected events. They gave us specific guidance on which options were best when creating our trust and helped answer any questions we had. We have 7 kids (Blended) and multiple properties across different states so our situation was a little complicated. As a real estate professional, I know better than to leave our properties vulnerable for probate. With the recommendations of Steve and Sage, they had made this whole process so much easier. They went above and beyond. In addition to the trusts, they helped with our advance Heathcare directive and other estate planning “must haves.” This process has made us realize how unprepared my husband and I were in case of incapacity or death. For example, who we wanted to be guardian of our kids in the case we both pass or how are we splitting our assets amongst all the children. These were all in depth questions that take a lot of thought and consideration. Thankfully, we have left Steve and Sage feeling prepared and ready for any event life throws at us. Thank you Steve and Sage for going above and beyond and taking care of our family."
Venus
Customer
"I want to recommend Estate Planning Consultants of Hawaii, Inc to anyone who like myself needs step by step instructions on settling and amending revocable living trusts. I have a 2004 family revocable living trust with Estate Planning, and I was totally lost when my husband passed. Thankfully, Steve was very patient, professional, caring and knowledgeable on what I needed to do as trustee. He and Sage are willing to go above and beyond with providing both legal and financial recommendations as well as simple stuff like consulting with anyone that needs a copy of my trust. Steve has taken the time to answer all of my questions and is always prompt in returning my calls. He also effectively communicates how things are progressing for the legal stuff and gently reminds me of any updates I need to do for the trust. I am happy and feel relieved that I was able to get my trust amended quickly and all of my estate will be protected by the updated trust. I also am grateful for Steve's patience when it comes to financial decisions. Making decisions while grieving is very difficult and I appreciate that Steve makes me feel at ease with where I am at in this season of my life. Thank you so much Estate Planning for your Aloha!"
Colleen
Customer
"Aloha!
I wanted to share some Aloha with anyone who is in need of this type of service, Estate Planning… which is realistically everyone at some point in time.
Stephen and Sage are the ultimate Father and Son team and in my personal experience with them, I feel that they the best at what they do.
For a situation that can be highly emotional and sensitive in nature, the kindness, patience and humor that Stephen and Sage radiate is calming as well as comforting. It feels as though you are a family member and can be reassured that all of your best interests are their main priority.
I cannot recommend them enough and I will be eternally grateful to them. ( that’s a little joke)
I feel as though my children will not be thrown into confusion.
Their path forward will be clear and effortless.
This gives me great comfort and a real feeling of peace and happiness.
Thank you Stephen and Sage for making this process so stress free.
I can relax now…and LIVE MY BEST LIFE!
Big Mahalo,"
Ginger
Customer
"I needed a trust for property I purchased and contacted Estate Planning Consultants of Hawaii. When I called Estate Planning Consultants, Steve Capone answered and immediately started working on my trust. Within a couple months my trust was done. I was so impressed with his professionalism and knowledge, I hired Steve and his son Sage to assist me with my financial needs because I was approaching retirement. And now they are also helping my husband and son find a better option for their retirement accounts. They really care and are very kind people. I highly recommend this company!"
Lavonne
Customer
"Our parents created our Family Trust with Steve in 2004 and have worked very closely throughout the years through many of life's changes to create a solid foundation for our family. I first worked with Steve after my father passed, Steve helped my mom navigate a very sad time with compassion and professionalism. Steve's personal approach has really helped him to be able to provide financial products and understanding of the situation to make choices that will best suit our family's wants and needs. I am currently working with Steve again to settle our Family Trust after my mom passed, and his genuine care and compassion for his clients and their 'ohana still exists. It is wonderful to see his son working alongside Steve. This responsive, professional, and compassionate team has earned our family's trust and gratitude. Aloha!!"
Natalie
Customer
"Stephen Capone and his team are truly professional. They make things easy to understand and simple. They are also accommodating and flexible."
Nancy
Customer
"Exceptional experience! Steve and Sage are very knowledgeable and professional. Happy doing business with them!"
K P A
Customer
"This past year, Stephen Capone and Sage Capone helped me with my Estate through some life changing circumstances and they were there and continue to be there at every step. I consider them not just financial advisors and estate planning consultants but family. They have gone out of their way to insure my peace of mind and be there to help me through the process of losing my loving wife Diane. Words can't describe how valuable they have been to me and how much they genuinely care for your best interests."
Guy O.
Customer
"We made the right choice. After much researching and calling, we found Stephen and Sage of Estate Planning Consultants of Hawaii. They were very thoughtful & compassionate with my situation and took the time to answer all of my questions. They were very kind to my elderly dad. Their services are thorough and efficient. I appreciate their understanding and I am able to feel at ease with their help."
William L.
Customer
"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
"Steve & Sage were very courteous and professional. It was a pleasure working with them. It's nice to have peace of mind knowing that things will be taken care of when I am no longer around.."
Curtis T.
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