What an Executor Should Prepare Before Contacting a Probate Lawyer in Hawaii

Serving as an executor of an estate is an important responsibility, and if you’ve been appointed to this role in Hawaii, you may be wondering how to get started. One of the first steps is to consult with a probate attorney who can guide you through the process. However, before reaching out, being prepared with key information and documents can help make your meeting more productive and efficient.

Here’s a list of what you, as an executor, should gather before contacting a probate lawyer in Hawaii:

1. The Original Will and Trust Documents (if applicable)

If the decedent left a will, locate the original signed document. If there is a trust, gather a copy of the trust agreement. These documents will help the attorney determine whether probate is necessary and which process (formal or informal) is most appropriate.

2. Death Certificate

You will need several certified copies of the death certificate, but at a minimum, bring one to your attorney meeting. It’s a key document for initiating probate and handling financial accounts and government agencies.

3. List of Assets and Liabilities

Prepare a preliminary list of the decedent’s assets and debts. Include bank accounts, real estate (both in Hawaii and elsewhere), vehicles, retirement accounts, life insurance policies, personal property, and any outstanding loans or credit card balances. The attorney will use this information to assess the size and complexity of the estate.

4. Beneficiary and Heir Information

Have the names, addresses, and contact information for all heirs and beneficiaries named in the will, as well as those who may inherit under Hawaii law if there is no will. This will help the attorney anticipate potential notices and filings that must be made during the probate process.

5. A List of Known Creditors

Providing a list of known creditors will help the attorney plan for the proper notification of creditors, which is a required part of probate in Hawaii.

6. Preliminary Questions and Concerns

Think about any specific concerns you may have, such as family disputes, out-of-state property (which could require ancillary probate), or questions about executor duties. Writing these down can ensure you address them when speaking with your lawyer.

Final Thoughts and Next Steps

Probate can feel like navigating uncharted waters, but you don’t have to sail alone. As an executor, taking the time to gather key documents and information will make your first meeting with a Hawaii probate attorney more effective and less stressful.

Keep in mind that Hawaii’s probate system has its own nuances, especially when dealing with property located on different islands or cultural expectations around family and inheritance. A local attorney who understands Hawaii’s legal landscape and the importance of ‘ohana (family) can make all the difference.

Your Next Step

At HawaiiDeed, we’ve helped countless families across Hawaii—from O‘ahu to the Big Island—navigate the probate process with care and respect. We understand that settling an estate isn’t just about paperwork; it’s about honoring the wishes and legacy of a loved one.

If you’re ready to get started, or if you simply have questions about what comes next, contact us today for a consultation. We’re here to support you, every step of the way.