Platform guides · Banks, brokerages, wallets, payments

Money & assets

Financial accounts are part of the estate and matter most. Naming beneficiaries now, and listing every account, keeps real value from being lost or stuck in probate.

9 platforms in this group — 2 let you plan ahead. Each links to the platform's own official help page, reviewed 2026-07-10.

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  PayPal / Venmo

  PayPal/Venmo balances are part of the estate — an executor closes the account with documentation.

  Closure only
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  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.

  Closure only
• 
  Crypto exchange

  Exchange accounts can be claimed by the estate; self-custody crypto cannot be recovered without the keys — leave a recovery note.

  Closure only
• 
  Amazon

  Amazon accounts are closed via customer service. Note that Kindle books and other digital content usually can't be inherited.

  Closure only
• 
  Venmo

  Venmo balances belong to the estate. There's no advance setting — report the account with documentation to close it and settle any funds.

  Closure only
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  Cash App

  Cash App has no legacy tool, but the estate can close the account and claim a balance — note any stock or bitcoin held there in your inventory.

  Closure only
• 
  eBay

  eBay accounts are closed on request with documentation — worth noting if a loved one ran a store or has open transactions.

  Closure only
• 
  Robinhood

  Brokerage holdings are real assets — naming a TOD beneficiary now lets your investments pass to family without a lengthy probate process.

  Plan-ahead tool
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  Fidelity / brokerage

  Retirement and brokerage accounts are among the most valuable things you'll leave — keeping beneficiaries current is the single most important step.

  Plan-ahead tool