Estate planning and settlement at First Hawaiian
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-888-844-4444
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.
First Hawaiian lets account holders update beneficiary designations in branch, typically taking 15 to 30 minutes in a 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.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 19 account types at First Hawaiian.
Preparing your estate →Death claim process
Report the death to First Hawaiian's Customer Service Center at 1-888-844-4444. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact First Hawaiian's Personal Trusts Services 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 (29 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your First Hawaiian accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
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HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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