How Does Estate Planning Work in Hawaii?

Probate on a $500,000 estate in Hawaii costs an estimated $28,206HRS § 560:3-721 (court reviews attorney compensation for reasonableness; no statutory fee schedule)Verified Sep 8, 2026View source and takes 6 months to 9 months for a simple estate, with attorney fees of typically 2.3%Modeled estimate under HRS § 560:3-721 (court reviews attorney compensation for reasonableness; no statutory fee schedule): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 3.6%Modeled estimate under HRS § 560:3-721 (court reviews attorney compensation for reasonableness; no statutory fee schedule): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate. Estates under $100,000HRS § 560:3-1201Verified Sep 8, 2026View source can use a small-estate procedure instead.

A simple estate in Hawaii typically takes 6 months to 9 months through probate, and an average estate 9 months to 15 months; a contested one runs longer. The creditor claim period of 4 monthsHRS § 560:3-803(a)(1)(A)Verified Sep 8, 2026View source is the floor. A funded revocable trust avoids probate entirely.

Hawaii has adopted the Uniform Trust CodeHRS Ch. 554D (Uniform Trust Code)Verified Oct 17, 2026View source and does not require witnesses for trust executionHRS Ch. 554D (Uniform Trust Code)Verified Oct 17, 2026View source. Notarization is not required for validityHRS Ch. 554D (Uniform Trust Code)Verified Oct 17, 2026View source, though many financial institutions require notarized trust documents. The successor trustee can publish Hawaii's optional creditor notice to shorten the claim window to 4 monthsHRS § 560:3-801(f) (trustee/successor trustee MAY publish notice to creditors triggering a 4-month claims bar — elective safe harbor, no duty); HRS § 560:3-803(a) (probate non-claim bar explicitly binds the "decedent's trustee" — 4 months after publication / 60 days after service, else 18 months after death); HRS § 554D-505(a)(3) (trust property reachable only "to the extent the settlor's probate estate is inadequate"). Ch. 554D Part 5 has no §508-type elective claims-bar; Hawaii places the trustee election in the probate code at § 560:3-801(f).Verified Oct 17, 2026View source; without it, the settlor's creditors have up to 18 monthsHRS § 560:3-801(f) (trustee/successor trustee MAY publish notice to creditors triggering a 4-month claims bar — elective safe harbor, no duty); HRS § 560:3-803(a) (probate non-claim bar explicitly binds the "decedent's trustee" — 4 months after publication / 60 days after service, else 18 months after death); HRS § 554D-505(a)(3) (trust property reachable only "to the extent the settlor's probate estate is inadequate"). Ch. 554D Part 5 has no §508-type elective claims-bar; Hawaii places the trustee election in the probate code at § 560:3-801(f).Verified Oct 17, 2026View source to bring a claim.

A healthcare power of attorney in Hawaii requires 2 witnesses or notarizationHRS § 327E-16Verified Oct 15, 2026View source to be valid. A financial power of attorney requires no witnesses or notarizationHRS § 551E-3, § 551E-5, § 551E-9, § 551E-15, § 551E-16, § 551E-31, § 551E-47, § 551E-51 (L 2014, c 22); HRS § 502-84, § 501-174 (recording)Verified Oct 21, 2026View source. A financial power of attorney is durable by default, so it stays in effect if you become incapacitatedHRS § 551E-3, § 551E-5, § 551E-9, § 551E-15, § 551E-16, § 551E-31, § 551E-47, § 551E-51 (L 2014, c 22); HRS § 502-84, § 501-174 (recording)Verified Sep 18, 2026View source.

In Hawaii, the executor files an inventory of the estate's assets within 90 daysHRS § 560:3-706Verified Sep 15, 2026View source of appointment. A revocable trust skips the court-supervised inventory, so a trustee distributes without filing one.

In Hawaii, divorce automatically revokes a beneficiary designation that names a former spouseHRS § 560:2-804Verified Sep 15, 2026View source on the covered accounts, so the asset does not pass to the ex-spouse unless the designation is renewed after the divorce.

Forms for Planning and Settling an Estate in Hawaii

Free Hawaii forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.

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Affidavit of Death

In Hawaii, a surviving joint owner records the “Affidavit to note the death of a spouseHawaii Bureau of Conveyances, FAQs (Ownership Status and/or Tenancy)Verified Oct 26, 2026View source”.

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IRS Form 56

Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.

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Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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Petition for Probate and Letters

In Hawaii, the petition asks the Circuit Court to appoint the personal representative, whose authority is proved by Letters Testamentary or Letters of Administration; an informal (registrar) track is availableHRS § 560:3-301Verified Sep 8, 2026View source.

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Notice to Creditors

In Hawaii, creditors have 4 monthsHRS § 560:3-803(a)(1)(A)Verified Sep 8, 2026View source from first publication to present claims.

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Renunciation of Executor

In Hawaii, a person named as personal representative may renounce the right to serveHRS § 560:3-203(c)Verified Sep 23, 2026View source before anyone is appointed.

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Small Estate Affidavit

In Hawaii, the Affidavit for Collection of Personal PropertyHRS § 560:3-1201Verified Sep 8, 2026View source covers estates valued at $100,000HRS § 560:3-1201Verified Sep 8, 2026View source or less, presented directly to the bank or other holder, not filed with a court.

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Estate Inventory

In Hawaii, the personal representative files the estate inventory within 90 daysHRS § 560:3-706Verified Sep 15, 2026View source of appointment.

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Tools for Planning and Settling an Estate in Hawaii

Free calculators and checklists for planning or settling an estate in Hawaii: will and trust costs, probate, executor pay, and inheritance taxes.

How Much Are Estate & Inheritance Taxes?

Hawaii levies an estate taxHRS § 236E-6, § 236E-8Verified Sep 15, 2026View source above $5,490,000HRS § 236E-6, § 236E-8Verified Sep 15, 2026View source (top rate 20%HRS § 236E-6, § 236E-8Verified Sep 15, 2026View source) and no inheritance tax; the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

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What Taxes Apply to My Inheritance?

In Hawaii, beneficiaries owe no inheritance tax and the estate pays any estate taxHRS § 236E-6, § 236E-8Verified Sep 15, 2026View source above $5,490,000HRS § 236E-6, § 236E-8Verified Sep 15, 2026View source; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.

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How Does Step-Up in Basis Work?

Inherited assets in Hawaii take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces the state's preferential capital gains rates, capped at whichever computation produces the lower taxHRS § 235-51(f) (alternative tax on net capital gain, 7.25%) with § 235-51(c) rate table for taxable years beginning after Dec. 31, 2024 (Act 46, SLH 2024)Verified Sep 15, 2026View source.

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When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

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How Much Does Probate Cost?

Probate on a $500,000 estate in Hawaii costs an estimated $28,206HRS § 560:3-721 (court reviews attorney compensation for reasonableness; no statutory fee schedule)Verified Sep 8, 2026View source. Attorney fees run 2.3%Modeled estimate under HRS § 560:3-721 (court reviews attorney compensation for reasonableness; no statutory fee schedule): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 3.6%Modeled estimate under HRS § 560:3-721 (court reviews attorney compensation for reasonableness; no statutory fee schedule): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate under a reasonable-compensation standard.

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Who Inherits Without a Will?

Without a will in Hawaii, a surviving spouse takes the entire estateHRS § 560:2-102Verified Oct 21, 2026View source when every child of either spouse is a child of both, and descendants divide what passes to them per capita at each generationHRS § 560:2-106Verified Oct 21, 2026View source.

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How Many Death Certificates Do I Need?

In Hawaii, certified death certificates come from the Hawaii Department of Health - Vital Records Issuance SectionHawaii Department of Health - Vital Records Issuance SectionVerified Oct 15, 2026View source; the first copy costs $10Hawaii Department of Health - Vital Records Issuance SectionVerified Oct 15, 2026View source, additional copies $4Hawaii Department of Health - Vital Records Issuance SectionVerified Oct 15, 2026View source each.

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Do I Need Probate?

In Hawaii, estates valued at $100,000HRS § 560:3-1201Verified Sep 8, 2026View source or less skip probate with the Affidavit for Collection of Personal PropertyHRS § 560:3-1201Verified Sep 8, 2026View source.

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Hawaii Estate Planning Resources

In-depth guides covering Hawaii probate laws, trust requirements, and estate planning strategies.