Declaration of Trust — Hawaii UTC Adopted

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Certificate of Trust · At a glance

Hawaii · summary of the record on file

Jurisdiction typeUniform Trust Code (UTC) adoptedThis state is flagged as having adopted the Uniform Trust Code, reconciled against the Uniform Law Commission enactment map (36 jurisdictions, including the District of Columbia).
Certificate authority citationHawaii Revised Statutes (HRS) Chapter 554D (Uniform Trust Code), §§ 554D-101 et seq., effective January 1, 2022 (Act 32, Session Laws of Hawaii 2021). Certification of trust: HRS § 554D-1013. Rule against perpetuities: HRS Chapter 525 (Uniform Statutory Rule Against Perpetuities), § 525-1. Self-settled asset protection: HRS Chapter 554E (Permitted Transfers in Trust Act). Trust decanting: HRS Chapter 554D, Article 3.Citation text is shown as currently recorded. No source URL is on file for this state.Source URL missing · unverified
Execution / notary status
  • Notary: No notary, witnesses, or recording are specifically required for the certification.
  • Witnesses: No notary, witnesses, or recording are specifically required for the certification.
  • Recording: No notary, witnesses, or recording are specifically required for the certification.
Summary derived from the execution text on record; full detail below.Derived summary · verify against statute
Verification / source statusSource on record
  • Source URL: https://data.capitol.hawaii.gov/hrscurrent/Vol12_Ch0501-0588/HRS0554D/HRS_0554D-1013.htm
  • Last verified: 2026-09-17
  • Legal review: Not performed
Cited source: https://data.capitol.hawaii.gov/hrscurrent/Vol12_Ch0501-0588/HRS0554D/HRS_0554D-1013.htm. Verified as of 2026-09-17.Provenance recorded for this state

Governing Statute

Hawaii Revised Statutes (HRS) Chapter 554D (Uniform Trust Code), §§ 554D-101 et seq., effective January 1, 2022 (Act 32, Session Laws of Hawaii 2021). Certification of trust: HRS § 554D-1013. Rule against perpetuities: HRS Chapter 525 (Uniform Statutory Rule Against Perpetuities), § 525-1. Self-settled asset protection: HRS Chapter 554E (Permitted Transfers in Trust Act). Trust decanting: HRS Chapter 554D, Article 3.

Execution Requirements

A certification of trust may be signed or otherwise authenticated by any trustee (HRS § 554D-1013(b)). No notary, witnesses, or recording are specifically required for the certification. The Hawaii UTC was enacted in 2021 (Act 32) and became effective January 1, 2022, modernizing Hawaii's trust law significantly.

Business Trust Treatment

Hawaii does not have a specific Massachusetts/business trust statute. Business trusts are treated under common law principles and general trust law under HRS Chapter 554D. Hawaii recognizes trusts created for business purposes but does not provide a specific statutory framework for business trusts. LLCs and corporations under Hawaii's business entity statutes are the standard vehicles for business activities.

Favorable Trust Laws

Hawaii is a DAPT state through the Hawaii Permitted Transfers in Trust Act (HRS Chapter 554E), which allows self-settled irrevocable trusts protected from most claims of the settlor's creditors. Hawaii also adopted the Uniform Trust Decanting Act (codified in HRS Chapter 554D, Article 3), giving trustees statutory authority to distribute assets from an old irrevocable trust into a new one with updated terms. The rule against perpetuities (HRS § 525-1) follows the USRAP, allowing nonvested interests valid if they vest within 90 years of creation or 21 years after a life in being. Hawaii has no state estate or inheritance tax. The combination of DAPTs, decanting, and UTC modernization makes Hawaii competitive for trust planning.

Unique Factors

Hawaii's UTC adoption (effective January 1, 2022) was one of the most recent, making Hawaii's trust code one of the most modern. Hawaii is one of a minority of states with both self-settled asset protection trusts (Chapter 554E) and a statutory decanting framework. The 60-day beneficiary notice requirement for decanting (HRS § 554D-7) and the distinction between expanded-discretion and limited-discretion trusts are notable features. Hawaii's geographic isolation and unique cultural context also influence trust planning for Pacific-region families.

Certification of Trust in Hawaii

Under HRS § 554D-1013, instead of furnishing a copy of the trust instrument to a person other than a beneficiary, the trustee may furnish a certification of trust containing: (1) That the trust exists, the date the trust instrument was executed, and the name of the trust; (2) The identity of the settlor; (3) The identity and address of the currently acting trustee; (4) The powers of the trustee; (5) The revocability or irrevocability of the trust and the identity of any person holding a power to revoke the trust; (6) The authority of cotrustees to sign or otherwise authenticate and whether all or less than all are required to exercise powers of the trustee; (7) If an action is to be undertaken through an agent, that delegation of the action to an agent is not prohibited by the trust instrument. The certification shall state that the trust has not been revoked, modified, or amended in any manner that would cause the representations to be incorrect. A certification shall not be required to contain the dispositive terms of a trust. A recipient may require the trustee to furnish copies of excerpts from the original trust instrument and amendments that designate the trustee and confer power to act in the pending transaction.

Already have a trust? You may also need a Certificate of Trust for Hawaii to prove its existence to banks and institutions.

How a Declaration of Trust works in Hawaii

A declaration of trust in Hawaii is the written instrument that creates a trust by stating the settlor's intent to hold property for named beneficiaries and appointing a trustee to manage it. Hawaii adopted the Uniform Trust Code at HRS Chapter 554D, effective January 1, 2022 through Act 32 of the 2021 Session Laws, making it one of the most recently modernized trust codes. The trust becomes active when funded through retitling real property by deed or transferring financial accounts into the trust name. The certification of trust under HRS § 554D-1013 allows trustees to confirm trust terms to third parties without disclosing dispositive provisions. Hawaii also permits self-settled asset protection trusts under the Permitted Transfers in Trust Act at HRS Chapter 554E, and statutory decanting under Chapter 554D, Article 3.

Frequently asked questions

Does a Hawaii declaration of trust need to be notarized or witnessed?

No notary, witnesses, or recording are specifically required for the certification of trust under HRS § 554D-1013, which may be signed or otherwise authenticated by any trustee. The recipient may, however, require copies of excerpts from the original trust instrument and amendments that designate the trustee and confer power to act in the pending transaction. The certification itself need not contain the dispositive terms of the trust.

What goes in a certification of trust under HRS § 554D-1013?

The certification lists: trust existence, execution date, and trust name; settlor identity; trustee identity and address; trustee powers; revocability and who holds the power to revoke; co-trustee signing authority and whether all or fewer than all are needed; and, if an action goes through an agent, that delegation is not prohibited by the instrument. It must state the trust has not been revoked, modified, or amended in any way that would make the representations incorrect.

Can a Hawaii trust protect assets from the settlor's creditors?

Yes, Hawaii is a DAPT state through the Permitted Transfers in Trust Act at HRS Chapter 554E, which allows self-settled irrevocable trusts protected from most claims of the settlor's creditors. Hawaii is one of a minority of states combining this with a statutory decanting framework under HRS Chapter 554D, Article 3. Decanting lets trustees move assets from an older irrevocable trust into a new one with updated terms, subject to the 60-day beneficiary notice requirement.

How does Hawaii treat business trusts?

Hawaii has no specific Massachusetts or business trust statute. Business trusts operate under common law principles and general trust law under HRS Chapter 554D, with no separate statutory framework. For business activities, LLCs and corporations under Hawaii's business entity statutes remain the standard vehicles. A declaration of trust under the Hawaii UTC is distinct from any common law business trust arrangement.

Common mistakes

A common mistake is assuming Hawaii's trust law has been settled for decades, when the Hawaii UTC only took effect January 1, 2022 under Act 32, so older guidance may not reflect the current code. Another frequent error is treating decanting as unrestricted, when HRS Chapter 554D Article 3 imposes a 60-day beneficiary notice requirement and distinguishes expanded-discretion from limited-discretion trusts. People also assume the certification under HRS § 554D-1013 must be notarized or recorded, when no such steps are specified. Asset protection provisions are assumed automatic, when HRS Chapter 554E sets its own requirements. Failing to fund the trust through retitled deeds and accounts remains the classic error, and business trust planning is often misaligned with Hawaii's common law approach.

Hawaii notes

Hawaii operates under the Uniform Trust Code at HRS Chapter 554D, effective January 1, 2022 through Act 32 of the 2021 Session Laws, one of the most recent UTC adoptions in the nation. The certification of trust is governed by HRS § 554D-1013, which permits a trustee to furnish a certification instead of the trust instrument and allows a recipient to require excerpts designating the trustee and conferring transaction powers. Hawaii is a DAPT state through the Permitted Transfers in Trust Act at HRS Chapter 554E and offers statutory decanting under HRS Chapter 554D, Article 3, with a 60-day beneficiary notice requirement and distinctions between expanded-discretion and limited-discretion trusts. The rule against perpetuities at HRS § 525-1 follows the USRAP, validating nonvested interests that vest within 90 years. Hawaii has no state estate or inheritance tax.

Not legal advice.This information is for educational purposes based on publicly available statutes. Verify current requirements with a licensed Hawaii attorney before signing or filing.