Estate planning at Bank of Hawaii
How to protect 17 Bank of Hawaii accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Bank of Hawaii's The Private Bank
Phone1-808-643-3888
Toll-Free1-888-643-3888
Fax1-808-537-8440
Mailing Address
Bank of Hawaii, 130 Merchant Street, Honolulu, HI 96813
Home Loans
Loans & Lines of Credit
WebsiteLearn more →
Customer Service (Death Notification)
Phone1-808-643-3888
Toll-Free1-888-643-3888
Mailing Address
Bank of Hawaii, 130 Merchant Street, Honolulu, HI 96813
Home Loans
Loans & Lines of Credit
Bankoh Investment Services
WebsiteNotify online →
Verified Mar 2026
Bank of Hawaii offers 17 consumer accounts that interact with estate planning in distinct ways. Of those, 15 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary designations at Bank of Hawaii can be managed in branch and by phone, typically taking 15-30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Bank of Hawaii provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 17 account types at Bank of Hawaii.
View details →When someone dies
Death claim process
Contact Bank of Hawaii's The Private Bank to file a claim. 10-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Bank of Hawaii's The Private Bank at 1-808-694-8500.
Bank of Hawaii operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Visit a Bank of Hawaii branch with your trust document (full trust agreement or Certification of Trust), government-issued photo ID, and the trust tax identification number (EIN or SSN for revocable trusts). A banker will complete the retitling paperwork. Remove any existing POD designations before retitling, as trust accounts typically cannot have POD beneficiaries. For investment accounts, contact Bankoh Investment Services at (808) 694-8500.
IRAs cannot be titled to a trust. However, you can name your trust as the beneficiary of your IRA. Contact Bankoh Investment Services at (808) 694-8500 for investment IRAs or visit a branch for deposit IRAs. Consult a tax advisor before naming a trust as IRA beneficiary, as there are significant tax implications for distributions to trust beneficiaries.
Bankohana is Bank of Hawaii's premium relationship banking program that bundles accounts for enhanced benefits including preferred interest rates, complimentary checks, waived fees, and discounted services. There are three levels: Level I ($6,000 combined balance), Level II ($20,000), and Level III ($50,000). Monthly service fees are waived when combined balances meet the tier requirement.
Yes. The Private Bank at Bank of Hawaii offers comprehensive wealth management services including trust administration, estate planning, and investment management. Contact The Private Bank through boh.com/wealth/the-private-bank or call (808) 694-8500 to speak with a relationship manager.
Phone1-808-643-3888
Toll-Free1-888-643-3888
Fax1-808-537-8440
Mailing Address
Bank of Hawaii, 130 Merchant Street, Honolulu, HI 96813
Home Loans
Loans & Lines of Credit
WebsiteLearn more →
Customer Service (Death Notification)
Phone1-808-643-3888
Toll-Free1-888-643-3888
Mailing Address
Bank of Hawaii, 130 Merchant Street, Honolulu, HI 96813
Home Loans
Loans & Lines of Credit
Bankoh Investment Services
WebsiteNotify online →
Verified Mar 2026
Estate planning resources for Bank of Hawaii customers
Tools and documents to help protect your Bank of Hawaii accounts.
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