Our Team
About the team
When you work with Lokahi Estate Services, you’re supported by a team with decades of experience in trust, estate, and fiduciary services across Hawaii. We guide families through complex decisions—sitting at kitchen tables, walking through difficult choices, and showing up when it matters most. That steady presence, combined with deep technical knowledge, helps bring peace of mind during life’s most challenging transitions.
PRESIDENT
Wendell K. Lee, CPA, CGMA, MT
Wendell K. Lee leads the firm’s trust and estate administration services. He oversees complex fiduciary matters, supports multigenerational estate planning, and works closely with families, attorneys, and advisors to manage sensitive transitions with clarity and care. Appointed by the Governor as a Director of State of Hawaii Board of Accountancy and the Hawaii Speaker of House as a Council Member of Council of Revenues.
VICE PRESIDENT
Michael H. T. Lee, CPA, CFE
Michael H. T. Lee manages tax compliance, fiduciary reporting, and trust administration at Lokahi Estate Services. He partners with clients and their advisors to prepare filings, oversee trust activity, and maintain accurate records across a range of estate and fiduciary matters.
TRUST ADMINISTRATOR
Nadine Uratsuka
Nadine oversees day-to-day trust operations, including recordkeeping, disbursements, and coordination of kupuna support. She supports clients and their families with consistency and attention to detail.
ACCOUNTING MANAGER
Rae Lee
SENIOR TRUST ASSOCIATE
Corey Nakakura
TRUST ASSOCIATE
Veralyn Bedan
OFFICE MANAGER
Lisa Kong
Areas of expertise
Our team brings decades of experience across trust and estate administration, tax planning, fiduciary and probate accounting, elder care coordination, and the management of real estate held in trust. With backgrounds in accounting, trust services, and long-term client support, we approach each area with precision and a strong foundation in the work we do every day.