Overview
Employees
11-50 employees
Category
Financial Services
Ohana Fiduciary Corporation is a Washington State chartered trust company and certified professional guardianship agency, and also does business under the name Ohana Financial Services. SERVICES We provide services designed to meet the needs of people who require assistance with their financial affairs and/or personal care. These services are usually performed in a formal role as: • Court appointed Guardian or Limited Guardian • Trustee of a trust under a Will or trust agreement • Attorney-in-Fact 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 We have extensive experience 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
