Checklists

Damon Key Leong Kupchak Hastert
Personal Preparedness Checklist

Everyday life is complicated. When we’re unable to manage our affairs, become impaired or die, someone has to unravel the puzzles we’ve created. This checklist will help minimize delay and confusion.

Everyone should have current estate documents, which may include wills, trusts, durable powers of attorney, and advanced health care directives. They may also include POLST forms (Provider Orders for Life-Sustaining Treatment) prepared with your health care provider.

When you complete this checklist, we recommend: (1) you not save the document on your computer; rather, you save it to a thumb drive or other external storage; and (2) you keep one copy in your home safe or other secure storage and one copy in your attorney’s office. Be sure a responsible individual knows who your attorney is.

Download the fillable checklist form here.

For more information, please contact anyone of us at 808 531-8031 or email at:
Diane Hastert – dd*@ha**********.com
Doug Smith – dc*@ha**********.com
Megan Lim – ml**@ha**********.com
Ross Uehara-Tilton – ru*@ha**********.com

Damon Key Leong Kupchak Hastert
Trustee/Personal Representative Checklist

These three things are key to a thoughtful, thorough, and effective estate plan. An expertly drafted estate plan can only go so far as to ensuring one’s intentions are effectuated. This article highlights the importance of the estate planning process and the use of Damon Key Leong Kupchak Hastert’s Trustee/Personal Representative Checklist.

Download the fillable checklist form here.

For more information, please contact anyone of us at 808 531-8031 or email at:
Doug Smith – dc*@ha**********.com
Madeleine Young – mm**@ha**********.com
Megan Lim – ml**@ha**********.com
Ross Uehara-Tillton – ru*@ha**********.com