ANCILLARY PROBATE This is a second probate proceeding, but it isn’t as costly or as time-consuming as the first one because it piggy-backs off of the first one. With an ancillary probate in Hawaii, we are seeking to obtain the local court’s recognition of an executor’s authority that was ordered by a foreign court. This is necessary in order to empower the executor to dispose of tangible property in Hawaii. Your parents might have owned a vacation home in Hawaii but lived in other state or country. Their Hawaii property is governed by Hawaii law. When probate is started in another state and that state’s court appoints an executor, that person is not automatically authorized to dispose of property owned in Hawaii. The Hawaii probate court must acknowledge the authority of a foreign-appointed executor before Hawaii property can be conveyed by an executor. Ancillary probate is a hassle, but it is intended to ensure the integrity of property rights in Hawaii. Our proven systems and processes help clients through the ancillary probate process efficiently and effectively. We love helping the next generation take over property ownership in Hawaii and there are ways that we can do this proactively so that you can avoid an ancillary probate entirely.
Learn more about avoiding ancillary probate with effective estate planning.
INFORMAL PROBATE In Hawaii, estates that include real property must go through probate. The executor of the will must initiate probate proceedings in order to obtain the legal authority to convey the property to the heir or heirs, in accordance with the terms of the will. Persons other than the executor can initiate probate, but they will not necessary be granted any authority to act for the deceased. The informal probate process is not monitored by the court and, once the Letters Testamentary are signed by the judge and filed by the court, the executor can take control of the assets of the estate and make the necessary distributions. Informal probate is a relatively easy type of court case because it is based upon full agreement among the family members and heirs of the deceased. If there is ANY likelihood that a member of the family or an heir (or a disinherited heir) could object to any actions being taken, then informal probate is inappropriate, and a formal probate proceeding should be initiated.
Losing a loved one is stressful enough, so disagreements and disputes among families (and heirs/disinherited-heirs) should stay out of the courts. A person’s last will should be honored and respected by everyone who is affected by it. When interested parties reach an agreement to resolve a dispute before or during the probate process, an informal probate can proceed. But that agreement should be clearly stated in a signed written document.
TRUSTEE CONVEYANCE If your loved one created a living trust (sometimes called a revocable trust), they wanted you to avoid the cost and hassle of probate. When the trustee of a trust passes away, the successor trustee is automatically appointed and he or she assumes full control of the assets that trust owns. The Trust Agreement will define the successor trustee’s duties and obligations, which, in most cases, will require the distribution of the trust’s assets. Sometimes, it is necessary to conduct a quick probate of the deceased’s pour-over will in order to transfer all of the assets into the trust.
By recording an Affidavit of Death of Trustee, the successor trustee formalizes his or her authority to convey real property and can then record a deed transferring any of the trust’s real property to the rightful beneficiary.