Bank accounts
Chase
How to notify Chase, prepare estate documents, and track the bank's review when a Chase customer dies.
View the process →Institution guides
Every account has its own rules. Start with the right process.
These guides summarize official provider paths, what to prepare, and where human review still applies. Confirm current requirements with the institution before acting.
Bank accounts
Bank of America
Bank of America's estate-services process, documents to prepare, and questions to ask before closing or transferring an account.
View the process →Mobile and telecom accounts
Verizon
How an executor can transfer a Verizon number, disconnect a line, or close an account after an account owner dies.
View the process →Digital accounts
Apple
How Apple Legacy Contact changes the digital-legacy process and what the chosen contact needs to request access.
View the process →Digital accounts
How Google's Inactive Account Manager can notify trusted contacts or share selected data after a chosen inactivity period.
View the process →Social media accounts
What a Facebook Legacy Contact can do, how memorialization differs from deletion, and what families should decide in advance.
View the process →Brokerage and investment accounts
Vanguard
How beneficiary designations, account ownership, and estate authority affect the Vanguard inheritance process.
View the process →Credit-card accounts
American Express
How to notify American Express, stop card use, prepare estate documents, and ask about an eligible account takeover.
View the process →