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, 111 S. King St., Honolulu, HI 96813
Guam & Saipan
Palau
TTY/TDD
Hawaiian Airlines World Elite Mastercard
Hawaiian Airlines Business Mastercard
WebsiteLearn more→
The Private Bank
Phone1-808-643-3888
Toll-Free1-888-643-3888
Mailing Address
Bank of Hawaii, The Private Bank, 111 S. King St., Honolulu, HI 96813
Bankoh Advisors (Investments)
WebsiteLearn more→
Customer Service (Death Notification)
Phone1-808-643-3888
Toll-Free1-888-643-3888
Mailing Address
Bank of Hawaii, 111 S. King St., Honolulu, HI 96813
Home Loans
Bankoh Advisors (Investments)
Guam & Saipan
WebsiteNotify online→
Verified May 2026
Bank of Hawaii has 17 accounts, each with different rules for what happens when the account holder dies. Of those, 15 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Managing beneficiaries at Bank of Hawaii is straightforward—changes can be made 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. 6-step process, 6 required documents, and contact information for survivors.
View details →Reach Bank of Hawaii's The Private Bank at 1-888-643-3888 for help with any of these procedures.
Because Bank of Hawaii serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. Trust administration, estate planning, and legacy planning are offered through The Private Bank at Bank of Hawaii, not the retail branch network. The Private Bank assigns a dedicated relationship manager and is reached at 808-643-3888 (toll-free 1-888-643-3888) or through the contact form at https://www.boh.com/wealth/the-private-bank/contact-us. This is a separate service from Bankoh Advisors, which handles brokerage and insurance products.
Bank of Hawaii does not offer online trust retitling or publish a consumer trust-certification form. Retitling a checking, savings, or CD account to a revocable trust requires an in-branch visit with the full trust agreement or a Certification of Trust (preferred for privacy) and government-issued photo ID for each trustee. Any existing POD designation must be removed before the account is retitled to the trust, since trust-held accounts generally do not carry POD beneficiaries. Investment accounts held through Bankoh Advisors are retitled separately by calling (808) 694-8500.
Sources
Data sourced from Bank of Hawaii primary sources (30 pages reviewed). How we research.
Phone1-808-643-3888
Toll-Free1-888-643-3888
Fax1-808-537-8440
Mailing Address
Bank of Hawaii, 111 S. King St., Honolulu, HI 96813
Guam & Saipan
Palau
TTY/TDD
Hawaiian Airlines World Elite Mastercard
Hawaiian Airlines Business Mastercard
WebsiteLearn more→
The Private Bank
Phone1-808-643-3888
Toll-Free1-888-643-3888
Mailing Address
Bank of Hawaii, The Private Bank, 111 S. King St., Honolulu, HI 96813
Bankoh Advisors (Investments)
WebsiteLearn more→
Customer Service (Death Notification)
Phone1-808-643-3888
Toll-Free1-888-643-3888
Mailing Address
Bank of Hawaii, 111 S. King St., Honolulu, HI 96813
Home Loans
Bankoh Advisors (Investments)
Guam & Saipan
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Bank of Hawaii accounts and other assets with trusts, beneficiary designations, and estate planning documents.
