Hawaii Fiduciary Services Expands And Opens Location on Big Island/Hawaii

We are proud to announce our new location on the Big Island, Hawaii to better serve the Hawaii community with trust and estate management services.

Our new Big Island Hawaii location is:

Waimea Town Plaza

64-1061 Mamalahoa Highway, Suite 203

Kamuela, HI 96743

(808) 777-4200

About Hawaii Fiduciary Services

Hawaii Fiduciary Services provides experienced administration of assets when events or disruptions change your estate planning either by choice or necessity. As a team member, we will work with the trusted legal, financial, and tax and accounting advisors already in place. Call us today -- we're here to help. Below is our primary services.

About Kela Holt

Kela Holt

CTFA, RA

Kela Holt opened Hawaii Fiduciary Services, LLC to provide private fiduciary services in Hawaii. Her fiduciary experience spans over 20 years as a founding principal of a private fiduciary company and as an Assistant Vice President at Bank of Hawaii Trust Department. Kela is committed to serving as a private fiduciary helping families settle estates and trusts.

Her work experience also includes working in the financial services industry as an account representative with a Series 7 license for Merrill Lynch and Ameriprise Financial and as an insurance agent for Hawaiian Life Insurance Company. Recently, Kela broadened her knowledge of real estate and received a real estate license. This background blending trust, financial, and real estate services gives her a unique advantage preserving or liquidating all types of assets.

Kela Holt is a certified Member of National Guardianship Association

• FEATURED SERVICES & PRODUCTS

• Estate Settlement
  Probates established through a court process with a valid will or without a will require the appointment of a personal representative, or executor, to administer and settle the estate. Settling estates can be an administrative nightmare. More...
• Conservatorship
  Conservatorships are established through a court process as the result of an individual's inability to effectively manage his or her financial matters. More...
• Trust Administration
  Acting as a trustee is a serious undertaking involving certain legal duties and standards of conduct. A professional fiduciary is often a better choice than a lay person who may not have the time or expertise to be a trustee. More...
• Other Services
  If appointed as a conservator or trustee, Hawaii Fiduciary Services will consider serving as a guardian, preferring to share the guardianship with a family member or friend. More...