We are very sorry to hear of your loss. Please contact customer support at (855) 954-1888.

We will need you to upload the original death certificate. Customer support will walk you through how to do this.

We also will need one of more of the follow documents, depending on the set-up of the Estate:

  • Letters of Testamentary
  • Probate Findings
  • Trust Certificate, if it is a Trust account
  • If the client has a beneficiary listed on the account, the funds will be distributed to the listed beneficiary(beneficiaries).