Estate planning at First Hawaiian
How to protect 19 First Hawaiian accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through First Hawaiian's Wealth Management Group - Personal Trusts
Customer Service
First Hawaiian Bank, PO Box 3200, Honolulu, HI 96847
Wealth Management Group - Personal Trusts
Customer Service Center (death notification; no dedicated claims unit is published)
First Hawaiian Bank, PO Box 3200, Honolulu, HI 96847
First Hawaiian offers 19 consumer accounts that interact with estate planning in distinct ways. Of those, 9 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.
Managing beneficiaries at First Hawaiian is straightforward—changes can be made in branch, 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.
There are two sides to estate planning at First Hawaiian: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 19 account types at First Hawaiian.
View details →When someone dies
Death claim process
Contact First Hawaiian's Wealth Management Group - Personal Trusts to file a claim. 6-step process, 7 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact First Hawaiian's Wealth Management Group - Personal Trusts at 1-808-525-7134.
First Hawaiian operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from First Hawaiian primary sources (39 pages reviewed). How we research.
Customer Service
First Hawaiian Bank, PO Box 3200, Honolulu, HI 96847
Wealth Management Group - Personal Trusts
Customer Service Center (death notification; no dedicated claims unit is published)
First Hawaiian Bank, PO Box 3200, Honolulu, HI 96847
Estate planning articles
Learn how to protect your First Hawaiian accounts and other assets with trusts, beneficiary designations, and estate planning documents.
