A Steady Hand Through Life’s Transitions
Trust and estate administration, delivered with care and clarity.
Who we are
Lokahi Estate Services began with a simple act of compassion: helping someone spend their final days at home, with dignity and peace. That moment continues to shape everything we do.
Based in Honolulu, we’re a private trustee company offering trust and estate administration, tax services, kupuna support, and forensic and probate accounting. Our team of CPAs, administrators, and care professionals has worked together for decades, offering steady guidance when families need it most.
Our founder
Wendell K. Lee, CPA, CGMA, MT, leads Lokahi Estate Services with nearly 40 years of experience in trust, estate, and tax services. He has guided individuals and families through complex financial and administrative matters, earning the confidence of generations across Hawaii. Known for his steady leadership and deep expertise, Wendell approaches each trust with care, precision, and a deep understanding of the responsibilities it carries.
About the team
Behind every service is a team that feels like family. Our CPAs, trust administrators, and care coordinators have spent decades working side by side, supporting Hawaii families with patience, expertise, and a deep understanding of what’s needed during life’s most difficult moments. Whether navigating probate, managing trust details, or helping care for a parent, we show up with consistency.
Why choose us
We take the time to listen, ask the right questions, and walk with you every step of the way.
A trusted local partner with deep, long-standing relationships
Responsive support, even after business hours
Clear, compassionate guidance in complex situations
Decades of experience across trust, estate, tax, and elder care
Support that goes beyond paperwork to what truly matters
Services offered
Trust & Estate Administration
We manage trusts with care, clarity, and precision, ensuring your loved one’s wishes are honored and your family is supported.
Tax Services
From annual filings to complex estate taxes, our experienced CPAs offer reliable tax planning and compliance tailored to your needs.
Kupuna Care Services
We provide support for Hawaii’s elders, ensuring home and medical services are thoughtfully arranged and managed.
Forensic Accounting
When questions or disputes arise, we bring clarity to complex financial matters with expert analysis and trusted insights.
Probate Accounting
We guide families through the probate process with accurate court-ready reports and steady, compassionate support.
Meet with us
Whether you’re planning ahead, facing an urgent need, or managing an existing trust, we’re here to listen, talk story, and help you move forward with care.