Services

Ohana is a Washington State chartered Trust Company and Certified Professional Guardianship Agency. We provide customized services designed to meet the needs of people with their financial affairs and personal care. These services are usually performed in a formal role as:

• Trustee of a trust under a Will or trust agreement

• Court appointed Guardian or Limited Guardian

• Agent under a power of attorney

• Court appointed Administrator or Executor of estates under a Will or intestate probate

• Agent or consultant under a private agreement for services

In business since 2007, and with extensive experience ranging many years prior to that, we provide a high level of institutional expertise in managing these roles. We have the capability to successfully handle situations ranging from very simple to highly complex. In whatever role we take on, the elements of our mission remain paramount.

OUR MISSION

• Provide the highest quality fiduciary service for a fair and reasonable price

• Adhere to the highest standards of practice at all times in the performance of our duties

• Uphold and advocate for the dignity and respect of our clients

• Customize our services in cooperation with clients and their families for the least intrusive role possible, one that maximizes the client’s residual capacity and autonomy