How to Appoint Ohana

Thank you for considering Ohana to be your fiduciary. If you are interested in learning more about our services, we encourage you to contact us and speak to our Intake Coordinator. Our Intake Coordinator will introduce our company and discuss how we may be a fit for your situation. Following that, the next step is for you to engage an attorney to draft your legal documents. Ohana does not draft self-appointing legal documents. Once you have executed any documents that name us, please follow up with us for the next steps.

Ohana can be named in your documents by inserting the name of our company (“Ohana Fiduciary Corporation”) in any appointed roles. Click on the individual role descriptions on the Services page for more information on those roles.