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Basic Estate Planning Documents

  • Tutu's House 64-1032 Mamalahoa Hwy # 305 Kamuela, HI 96743 (map)

Estate planning is the process of putting together a plan, which will allow someone to step into your shoes to manage your assets in the event of incapacity or death.  John and Katherine will go over the basic documents, what they do, and any questions.


Katherine Werner, MHA, BSN is the Executive Director of North Hawaii Hospice.  Originally from Southern California, Katherine received her master’s degree in health care administration from Georgetown University.  She began her career in nursing as an oncology and infusion specialist at St. John’s Hospital and Health Center in Santa Monica, California.  A Hawaii resident since 2006, Katherine previously worked in Washington D.C. advocating for pharmacy and home care services delivered at home.

Attorney John Roth is the founder of Hawaii Trust & Estate Counsel, a statewide estate planning law firm with Big Island offices in Waimea, Hilo, and Kona.  He has taught Estate Planning at the Richardson School of Law, and business law at the University of Hawaii—Hilo.

Topics Covered

  • Basic Estate Planning Documents:
    • Will (explained in more detail in 7/9 presentation)
    • Revocable Living Trust (explained in more detail in 7/9 presentation)
    • Durable Power of Attorney
    • Advance Health-Care Directive
    • Disposition of Remains
  • Q & A

No Reservations Needed

Mahalo to Tutu's House for hosting this presentation.  For more information about this presentation call 334-3343 or email

Earlier Event: May 19
Estate Planning for Pets
Later Event: September 6
Medicare & Estate Planning 101