Estate Information List (Eil)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Estate Information List (Eil) is a commonly used form within Hawaii. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Estate Information List (Eil)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Estate Information List (Eil):

• This form pertains to the State of Hawaii

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Hawaii’s Form Estate Information List (Eil) up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Hawaii form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Hawaii probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Estate Information List (Eil), take a break, and then review. Probate and estate settlement processes in HI are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form Estate Information List (Eil) online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Estate Information List (Eil) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Hawaii.

5 reasons you should submit this form as quickly as possible:

1. The sooner you begin, the faster Hawaii can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Hawaii. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Hawaii is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Hawaii probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Hawaii probate clerk or court for exact answers regarding Form Estate Information List (Eil), and when in doubt— consult a qualified trust & estates lawyer for that area.

Estate Information List (Eil) is one of the many probate court forms available for download through Atticus.

It may also be available through some Hawaii probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Hawaii.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Estate Information List (Eil) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Hawaii probate court office.

Estate Information List (Eil) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Hawaii-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Hawaii Form Estate Information List (Eil). You can use this to get an idea of the context of the form and what type of information is needed.

Estate Information List (EIL) Estate of Pl ease obtain as much of the following information and as many documents as possible. If an item definitely applies to this estate and you have completed it, so indicate by a check mark. If an item does not apply, mark it N/A. If you have not completed an item or if you are uncertain whether it applies, please circle it. Please assemble the items in the order below, fill in the answers to the questions, and bring this list and the assembled materials with you when you come. We will then determine responsibility for completing missing items. A.Documents to Locate and Bring With You: If any of the assets listed below were co-owned by the Deceased (D) and others, provide names and addresses of co-owners. ____ 1. All signed copies of D's wills and codicils, copies of all trusts created by or for the benefit of D or of which D was a trustee; a current financial statement for each trust; two (2) certified copies of D's death certificate. ____ 2. If D served in the military, bring a certificate of discharge or separation. ____ 3. Deeds to all real estate owned by D. If plats, abstracts, appraisals, property tax receipts, and title policies are available, bring them too. If real estate was not paid for, bring loan number, payment book, and address of mortgage company or other note holder and copies of notes, mortgages, trust deeds, and other documents. ____ 4. Original bonds, including Series E and Series H bonds. ____ 5. Original stock certificates owned or registered in the name of D. If securities are held in an account by a broker, please furnish most recent statement and name and address of firm where held. ____ 6. Partnership, buy-sell, employment, stock purchase, stock option and other agreements signed by D, including pensions, profit-sharing plans and individual retirement accounts. ____ 7. Most recent monthly statements for each bank, savings and loan, or credit union, checking account or savings account and all passbooks and actual certificates; also individual retirement accounts. ____ 8. All notes and accounts payable to D and the name and address of each debtor. If secured, bring the security instruments. ____ 9. All policies of insurance, including life, accident, disability, fire and casualty, and health insurance in which D had an interest, including any policy upon the life of another in which D had an interest. ____ 10. Annuities and royalties, including oil and gas royalties, owned by or paid to D. ____ 11. Titles to all automobiles, boats, airplanes, and other motor vehicles registered in the name of D and, if subject to a lien, the loan number, payment book, name and address of each lienholder. ____ 12. Copy of D's financial statements for the last three years and copies of all notes payable. ____ 13. Copy of funeral bills including cemetery lot, monuments, floral offerings and memorial services. ____ 14. Copies of any will under which D inherited any property in the last ten years and any other papers related to such inheritance. ____ 15. Copies of the last three (3) income tax returns filed by D and copies of all gift tax returns ever filed by D, if any. ____ 16. Keys to safe deposit boxes. If box has already been inventoried and we do not have a copy, please bring inventory. ____ 17. If D owned a business (or had other interests in closely held corporations or partnerships) provide most recent balance sheet and last three years' profit and loss statements; or provide name of person to contact regarding same. ____ 18. Regarding family status, any pre- or post-nuptial agreements; any dissolution of marriage agreement or court orders regarding spousal or child support and property division. B. Information to be Obtained: 1. General information: Date of death and age at that date: Date and place of D's birth: D's business or occupation: D's residence address at time of death: D's domicile if different from residence: Place of death: Approximate date on which domicile established: D's Social Security Number: Medicare number: Military Identification number: VA Identification number: Dates of service and branch of service: Location of vacation or retirement residence if other than above: 2. D's occupation at date of death and the name, address and phone number of employer and of person to contact concerning benefits: If D was self-employed, list D's trade name, business address, and employer identification number of D's business: If retired, give D's former occupation, employer, and nature of business: 3. The names and present addresses of the witnesses to the most recent Will and all codicils. (If the Will was prepared by this office and office witnesses were used, we will obtain this information. If the Will was self-proved or has an attestation clause wait to provide this information until the need for it is determined.) Name, address and phone of each executor, trustee, conservator and guardian (including alternates) named in D's Will: 4. Marital status at death or name of deceased spouse or reciprocal beneficiary: 5. Date and place of marriage to, or date of creation of reciprocal beneficiary relationship, and name, address and Social Security number of D's surviving spouse or reciprocal beneficiary: Same information with respect to any former spouse and include date of termination of prior marriages, whether terminated by death or divorce, and information regarding support and property division obligations: 6. Name, address, and age of all children ever born to or adopted by D, whether presently living or not, and If D was married more than once, indicate the other parent. In case of a predeceased child, list the child's children. In case of minors (under age 18) provide dates of birth and name of parent or other legal guardian. If adopted child is a distributee provide copy of adoption decree. Provide social security numbers of all such family members who are probate and non-probate beneficiaries: 7. If D was not survived by spouse or reciprocal beneficiary and descendants, provide the information below for D's parents and other closest family members: If D's Will provides benefits to institutions or to persons other than family members or if such third parties take a part of D's estate as insurance beneficiary, revocable trust beneficiary or by joint tenancy, please furnish name, address, phone number Social Security number, and relationship to D for each of those persons. In case of minors (under age 18) provide dates of birth and name of parent or other legal guardian. 8. Name and address of each bank where D maintained or had access to or kept items in a safe deposit box, the name and address of all other persons having access to those boxes, and the number of the boxes: 9. Name, address and phone number of D's accountants, attorneys other than this office, stockbrokers, life insurance agents, casualty insurance agents, health and accident insurance agents, and other professional advisers: 10. Name and account number and location of bank or savings association or credit union for each checking or savings account or certificate of deposit in which D had an interest or on which D could sign: 11. General description of all other business and investment property owned by D including livestock, farm products, leasehold interests, mineral interests, copyrights, patents and limited partnership interests. Bring as much additional information as you can locate, including financial statements, related to these items: 12. General description of personal property including personal effects, jewelry, household goods and furnishings, art objects, and coin and stamp collections. Itemize only those of commercial value. Check jewelry and furs floaters to casualty insurance policies. Do not obtain appraisals until we have determined the need. 13. List outstanding accounts, charge or credit card purchases made but not yet billed, and other debts owed by D on the date of death. Provide name and address of creditor. If note or account is secured bring copy of payment book and security instruments. 14. Expenses of last illness, including physicians, nurses, hospitals. drugs, sick room equipment, etc. Designate those paid at date of death (PD) and those subject to insurance reimbursement (IR): ___________ 15. List all gifts and other transfers which D made without a full and adequate consideration. Provide date, description of property and name, address, relationship to D and taxpayer identification number of donee: 16. If D inherited any property during the past ten years, please indicate which of the above property was so inherited. When furnishing above information, give name and docket number of estate from which such property was inherited, and if possible, bring copies of will and other papers relating to that prior estate.