Estate Administrative Services (EAS) was formed to make the administrative duties of personal representatives and trustees easier. The burden of learning tax and legal concepts, processes and procedures can be overwhelming. A surviving spouse, in particular, may find this responsibility daunting during an already difficult time.
Estate and trust administration is time consuming and requires a certain level of expertise and knowledge. The process involves identifying assets, setting up proper records, following accepted procedures, and fulfilling on-going legal and tax requirements.
EAS can help by providing these services, working as a part of your team with your attorney, accountant, stockbroker, or financial planner. EAS offers services ranging from transferring assets into the name of your trust to helping your successor trustee complete the asset inventory and appraisals for preparation of an estate tax return, at a reasonable cost.
Our job is to get you organized, keep you organized, and make it easy for you.
Steve Harris holds a Master of Business Administration degree from the University of Hawaii and has over 30 years of experience in the financial service field. He is a former Vice President of American Trust and Hawaiian Trust Company with an extensive background in both employee benefit and personal trust administration.
He has also served as a financial planner and a loan officer.
Kela Holt has over 17 years of experience in the financial service field. She has worked as a financial planner with Hawaiian Life, American Express, and Merrill Lynch and as an Assistant Vice President with Hawaiian Trust Company. She most recently owned a service-related business.