Law Office of Keoni Souza
We look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved ones out of court and out of conflict when something happens to you. Our service-oriented and highly-rated firm creates wills, trusts, and Kids Protection Plans (for your minor and college-aged children alike) to achieve your goals. We offer quality services for fair flat fees, which means no surprise bills ever. Plus, if you need to finance the investment in your family with affordable monthly payments, we have options for you.
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Sentiment Analysis
While setting up a Trust is a somewhat costly endeavor, the peace of mind it gives us in knowing that our children will be taken care of should anything happen to us is well worth the cost.
Everything was well organized, professional, and flexible to fix our schedule and our specific requests.
Thank you for your patience and expertise, with estate planning and most importantly leaving a legacy for my children.
When notarizing the trust Keoni provided detailed instructions on how to execute, and the notary was so impressed with the tabs on where she needed to sign, where the client & their witnesses needed to sign.
What set him apart from other attorneys we met was his responsiveness (we would typically receive a response to emails within 24 hours).
He is very knowledgeable since he himself has experiences working through issues with his own mother and had shared his story with us.
It was actually fun as I learned so much and now fully understand the importance of power of attorney, having a will and placing all your items in a trust.
It was unique also in that he offered a complimentary Legacy Interview to pass on more than just my money, a complimentary Kids Protection Plan to keep my kids out of the foster care system and out of the hands of other strangers, complimentary triennial plan reviews to ensure that my plan keeps up with my life, assets, and the law, 24/7 online access to planning documents, specific trust funding instructions and support, convenient virtual meetings so I didn't have to sit in traffic or even leave my home, asset tracking so my beneficiaries can find everything on their own and nothing is lost to the state's unclaimed property program, as well as an optional membership program to help me keep my plan updated annually so it doesn't fail my family, flat fee plans as opposed to hourly billing to keep costs in check, no-charge phone calls or emails for questions about my plan so that I don't have to worry about surprise bills in the mail.
Keoni is a very kind, humble and caring person that will help you get what you need and will go thru each stage so you understand.
I really appreciate how informative his initial session was and he presented all the information in an consistently understandable way.
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