Estate Instructions

ESTATE INSTRUCTIONS

NAME: ______

DATE OF BIRTH: ______SOCIAL SECURITY NO:______

ADDRESS: ______

______

To Client: Please complete these Estate Instructions. It is suggested you keep them with your original Last Will and Testament. This will aid your Personal Representative in the administration of your estate. You may also wish to provide a copy to your Personal Representative and to us.

I. ADVISORS

My Attorney is: LIBBY ELLETT TOMAR

438-A Uluniu Street

Kailua, Hawaii 96734

Telephone No. 262-2800

E-Mail:

My Accountant/Tax Preparer is:

______

Address: ______

______

Phone Number:______

My Insurance Agent is:

______

Address: ______

______

Phone Number:______

My Financial Advisor is:

______

Address: ______

______

Phone Number:______

My Bank and Branch is:

______

Address: ______

______

My annuities/IRA’s are:

______

My pension is with:

______

Address: ______

______

My credit union is:

______

Address: ______

______

Account No. ______

Other Financial Institutions are:

______

Mortage Loan Number and Company:

______

II. RECORDS

Item Location

Medical Directive and/or______

Living Will: ______

Original Will:______

Original Power of Attorney:______

Original Trust Agreement: ______

Birth Certificate: ______

Insurance Policies: ______

(home/car/life/health): ______

______

Securities (Stocks, Bonds, Mutual funds, CD's) ______

______

Real Property Deeds orLeases & Mortgages: ______

______

Safety Deposit Box:

# Bank: ______

Branch: ______

Key is located: ______

Promissory Notes andReceivables: ______

______

Checkbook:

Bank: ______

Branch: ______

Account No.: ______

Savings Deposits:

Credit Union/Bank: ______

Branch: ______

Account No.: ______

Income Tax Records: ______

Social SecurityInformation located:______

Regular Bills: ______

(Automatic bill payments are noted______

with an asterisk)______

______

(see over for more)

Pin or Password Numbers for Access

to ATM or variouswebsites are stored here:

______