Hawaii Estate Planning Resources
In-depth guides covering Hawaii probate laws, trust requirements, and estate planning strategies.
In-depth guides covering Hawaii probate laws, trust requirements, and estate planning strategies.
Prepare the Hawaii small estate affidavit for estates up to $100,000, plus presentation letters for each holder. HRS §§ 560:3-1201 to 560:3-1202.
Step 1 of 5
The Hawaii affidavit identifies the claiming successor and the basis of entitlement.
The decedent's state. Only states where this tool prepares the affidavit are listed; other states' pages explain their procedure.
The successor signing the affidavit.
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No statewide form. HRS § 560:3-1201(a)(1)-(3) sets what the affidavit must state, and the affidavit is drafted to those requirements; the required elements print with the document as a checklist.
$100,000, per HRS §§ 560:3-1201 to 560:3-1202. This tool checks the entered estate value against the limit and does not prepare an affidavit for an estate over it.
A person or persons claimed to be the successor or successors of the decedent (the affidavit is made by or on behalf of the claimed successor), or the Department of Human Services where it has a claim against the estate under HRS § 346-15 or § 346-37 — the department's affidavit has priority over any other claim presented under the section. HRS § 560:3-1201(a).
The person indebted to the decedent or holding the decedent's tangible personal property or an instrument evidencing a debt, obligation, stock, chose in action, or other intangible personal property, upon being presented a death certificate for the decedent and the affidavit. Under § 3-1201(b), a person with legal authority to issue evidence of ownership must change registered ownership to the claimed successor on presentation.
The Hawaii affidavit is signed before a notary (HRS § 560:3-1201(a) ("affidavit"); Form 3C-E-210 notary jurat).
The person paying, delivering, transferring, or issuing personal property pursuant to the affidavit is discharged and released to the same extent as if that person dealt with a personal representative, and is not required to see to the application of the property or inquire into the truth of any statement in the affidavit (§ 3-1202). Recipients remain answerable to any personal representative or person with a superior right.
The affidavit reaches personal property only (payment of indebtedness, tangible personal property, and instruments evidencing intangible personal property); the $100,000 cap is phrased as the gross value of the decedent's estate in this State. Real property passes through probate — HRS § 560:3-1205 separately provides a clerk-administered summary administration for estates not exceeding $100,000. HRS §§ 560:3-1201(a), 560:3-1205.
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