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Revocable Living Trust for Hawaii ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Hawaii Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Hawaii Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Hawaii Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Hawaii Healthcare Power of AttorneyName someone to make medical decisions if you can't.Hawaii HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Hawaii Financial Power of AttorneyName someone to manage your finances if you can't.Hawaii Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Hawaii Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Hawaii Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Hawaii Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Hawaii Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Hawaii Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Hawaii Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Hawaii Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Hawaii Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
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I'm planning ahead
Hawaii Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Hawaii Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Hawaii Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Hawaii Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Hawaii Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Hawaii Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Hawaii Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Hawaii Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Hawaii Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Hawaii Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Hawaii Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Hawaii TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Hawaii Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Hawaii Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
Someone I love died
Hawaii Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Hawaii Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Hawaii Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Hawaii Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Hawaii What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
I'm an executor
Hawaii Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Hawaii Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Hawaii Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Hawaii Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Hawaii Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Hawaii Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Hawaii Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Hawaii Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Hawaii Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Hawaii Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
Hawaii Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Hawaii Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Hawaii Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Hawaii Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Hawaii Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.
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Hawaii Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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OverviewEstate Law
Forms
Revocable Living Trust for Hawaii ResidentsHawaii Last Will and TestamentHawaii Codicil to a WillHawaii Pour-Over WillHawaii Healthcare Power of AttorneyHawaii HIPAA ReleaseHawaii Financial Power of AttorneyHawaii Transfer on Death DeedLady Bird DeedVehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Hawaii Petition for Probate and LettersHawaii Notice to CreditorsHawaii Renunciation of ExecutorHawaii Living WillAffidavit of HeirshipHawaii Affidavit of DeathHawaii Small Estate AffidavitHawaii Estate InventoryHawaii Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Hawaii Estate Planning Cost CalculatorHawaii Revocable Living Trust Cost CalculatorHawaii Will Cost CalculatorHawaii Life Insurance CalculatorHawaii Beneficiary Designation CheckerHawaii Name a Guardian GuideHawaii Burial & Cremation Law GuideHawaii Signing Requirements CheckerHawaii Document Portability CheckerHawaii Trust Need AssessmentHawaii Avoid Probate GuideHawaii TOD Deed AssessmentHawaii Vehicle TOD AssessmentHawaii Trust or Will Decision Tool
Someone I love died
Hawaii Death Certificate CalculatorHawaii Probate Decision ToolHawaii Joint Tenancy Survivorship GuideHawaii Estate Settlement PlanHawaii What to Do When Someone Dies Checklist
I'm an executor
Hawaii Probate Cost CalculatorHawaii Executor Fee CalculatorHawaii Self-File Probate AssessmentHawaii Letters Testamentary GuideHawaii Creditor Claims DeadlinesHawaii Insolvent Estate CalculatorHawaii Unclaimed Property Claim GuideHawaii Personal Property Value Estimator
I'm a trustee
Hawaii Trustee Compensation CalculatorHawaii Trust Settlement Plan
I'm inheriting
Hawaii Who Inherits CalculatorHawaii Estate & Inheritance Tax CalculatorHawaii Inheritance Tax GuideHawaii Step-Up Basis CalculatorHawaii Post-Death Tax Filing Guide
Hawaii Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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Home→Financial Institutions→Hawaii

Estate Planning and Financial Institutions in Hawaii

The 14 regional and state-based institutions serving Hawaii: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories781Banks261Brokerages85Credit Unions175Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

14 institutions serving Hawaii

Aloha Pacific FCU

Aloha Pacific FCU logo

Credit Union serving Hawaii and Nevada

Aloha Pacific FCU

American Savings Bank

American Savings Bank logo

Bank serving Hawaii

American Savings Bank

Bank of Hawaii

Bank of Hawaii logo

Bank serving Hawaii

Bank of Hawaii

Bank of Hope

Bank of Hope logo

Bank serving the West, Southeast, and more

Bank of Hope

CPB

CPB logo

Bank serving Hawaii

CPB

Finance Factors

Finance Factors logo

Bank serving Hawaii

Finance Factors

First Foundation

First Foundation logo

Bank serving the West, Southwest, and more

First Foundation

First Hawaiian

First Hawaiian logo

Bank serving Hawaii

First Hawaiian

Hawaii State FCU

Hawaii State FCU logo

Credit Union serving Hawaii

Hawaii State FCU

HawaiiUSA FCU

HawaiiUSA FCU logo

Credit Union serving Hawaii

HawaiiUSA FCU

HomeStreet

HomeStreet logo

Bank serving the West

HomeStreet

Mechanics Bank

Mechanics Bank logo

Bank serving the West

Mechanics Bank

MVFCU

MVFCU logo

Credit Union serving Alaska and Hawaii

MVFCU

Sunflower Bank

Sunflower Bank logo

Bank serving the West, Southwest, and more

Sunflower Bank

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