Online banking
Banks have no digital legacy setting — the key step is making sure accounts are listed in your estate documents so nothing is missed.
✓ Official help page verified 2026-07-10
Can you plan ahead?
There's no built-in tool to plan ahead — the best step is to list this account in your inventory and note what should happen to it.
After a death
Notify the bank early with a death certificate; accounts are frozen and settled through the estate, not a self-service tool.
The official page
Policies and forms change — this is the platform's own current help page.
CFPB guidance on a deceased person's bank account ↗General information about platform tools, reviewed 2026-07-10 — not legal advice. Estate and access questions depend on your situation and jurisdiction; confirm on the official page above or with a qualified professional.
More money accounts
See how they all compare in the legacy-tools comparison table, or turn any of this into your own personal checklist.
