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
Phone1-808-694-8500
Mailing Address
Bank of Hawaii, 111 S. King St., Honolulu, HI 96813
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 Apr 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 1-808-694-8500 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. 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.
Bankoh Advisors is the investment services arm of Bank of Hawaii, operating through a networking agreement with Cetera Investment Services LLC (member FINRA/SIPC). Previously known as Bankoh Investment Services Inc. (BISI), the division rebranded as Bankoh Advisors following the Cetera partnership. Investment and insurance products offered through Bankoh Advisors are NOT FDIC insured, NOT bank guaranteed, and MAY lose value. Contact an advisor at (808) 694-8500 at 130 Merchant Street CC#888, Honolulu, HI 96813.
Sources
Data sourced from Bank of Hawaii primary sources (29 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
Phone1-808-694-8500
Mailing Address
Bank of Hawaii, 111 S. King St., Honolulu, HI 96813
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 Apr 2026
Estate planning articles
Learn how to protect your Bank of Hawaii accounts and other assets with trusts, beneficiary designations, and estate planning documents.
