Hawaii Estate Planning Forms - Hawaii Estate Planning

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Hawaii Personal Planning Package - Last Will, POA, Living Will, etc. Hawaii Estate Personal Representative

Most Popular: Our Personal Planning Package is our most popular package. Includes your Last Will, Power of Attorney, Living Will and other planning forms.

Use the Quick Order Process to receive your forms by email or the Regular Order Process to download online.

Personal Planning Package

Personal Planning Package

Get this package and save over 60% off of the forms ordered individually. Last Will, Power of Attorney and More!
Most Popular

Hawaii Living Trust Package Hawaii Estate Planning Attorney

This package is for people who want to establish a Living Trust rather than a Will as the main way to transfer their property. This package will include the Living Trust Agreement, Amendment to Trust, Assignment to Trust, Notice of Assignment to Trust, Property Record and Pour Over Will.

Hawaii Last Will Hawaii Estate Planning Attorneys

If you only need a Will, please use the Hawaii Wills Page, or select one of the following, answer the questions and we'll email you your Will. Married with Children, Married No Children, Single, Divorced , Widow or Widower or Other Persons

Estate Planning Hawaii Estate Tax

What is estate planning? 

The overall planning of a person's wealth is estate planning. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate planning includes the preparation of a will and the planning for taxes after the individual's death. In order to meet a person's goals with respect to preparing for incapacity and death, numerous factors such as financial, estate law, insurance, investment, and tax implications must be taken into consideration..

What type of estate planning do I need? 

Estate planning is tailored to the circumstances in each individual's situation. Usually, estate planning includes: creation of a will; limiting estate taxes by setting up trust accounts in the name of beneficiaries; appointing a guardian for living dependents; appointing an executor of the estate to oversee the terms of the will; making funeral arrangements; and establishment of annual gifting to reduce the taxable estate.


Hawaii Durable Power of Attorney Requirements

In Hawaii, a Durable Power of Attorney is an important legal document that allows someone (usually called the "principal") to give another person (often referred to as the "agent" or "attorney-in-fact") the authority to manage their financial and legal affairs. To create a Durable Power of Attorney in Hawaii, the principal must be at least 18 years old and of sound mind, meaning they are able to understand the consequences of giving someone else this authority. The document must be signed by the principal in front of a notary public and at least two witnesses who are not named as agents or beneficiaries in the document. It's crucial to carefully choose a trustworthy agent to ensure that they will act in the principal's best interests.


2. How to Fill Out a Hawaii DPOA Form

To fill out a Hawaii Durable Power of Attorney (DOA) form, follow these simple steps: First, download the DOA form from the official Hawaii state government website. Next, provide your personal information such as your full name, address, and contact details. Then, choose a trustworthy person as your agent or attorney-in-fact who will have the legal authority to make decisions on your behalf. Clearly state the powers you want to grant to your agent and specify any limitations or conditions. It's essential to sign the form in the presence of a notary public or two witnesses who are not named as agents. Finally, keep a copy of the completed DOA form for your records and inform your chosen agent about their responsibilities.


Step 1: Designate an Agent

In Hawaii, the first step in the process is to designate an agent. This means selecting someone who will represent you and handle legal matters on your behalf. It's like choosing a trustworthy person to act as your representative. This agent will be responsible for communicating with others and making decisions according to your wishes. They will act as a bridge between you and others when it comes to legal matters in Hawaii, ensuring that your interests are protected.


Step 3: Ensure Your Form is Durable

After creating your form for whatever purpose it may serve, it is essential to ensure its durability, especially if you happen to be in Hawaii. The unique environment of Hawaii with its hot and humid climate can make materials deteriorate faster than in other places. It's important to use sturdy materials that can withstand the constant exposure to the sun, saltwater, and tropical elements. Additionally, proper maintenance and regular checks are necessary to prevent any potential damage caused by high winds, heavy rain, or volcanic ash. By taking these precautions, you can ensure that your form will remain intact and reliably serve its purpose for a long time in Hawaii's challenging conditions.


Step 4: Sign and Date the Form

Step 4 in the process requires you to carefully sign your name and write down the date on the form in Hawaii. It's important to provide your signature as it confirms that you completed the necessary information and agree to the contents of the form. Additionally, writing down the date serves as a reference point to track when the form was submitted. Make sure to use clear and legible handwriting so that your signature and date are easily readable.