Estate planning as a Airtable account holder

Airtable is a no-code platform that combines a spreadsheet and a database. Work is organized into bases (each holding tables of records), interfaces, and automations, and every base lives inside a workspace. The estate-relevant assets are the data itself (the bases and their records) and the workspace that owns those bases and carries the billing. The Airtable login is a personal account that is not transferable, but a workspace owner can transfer ownership of a workspace, or move individual bases to another workspace, so the data and billing survive after the original owner is gone.

After a Airtable account holder dies, Formagrid, Inc. (Airtable) may transfer accounts to a designated recipient, but this is handled case by case. The outcome depends on the documentation provided and is entirely at Formagrid, Inc. (Airtable)'s discretion.

Airtable supports transferring accounts to another person during the account holder's lifetime.

What happens at death

Airtable does not publish a dedicated death or bereavement policy. What matters at death is the WORKSPACE and its BASES, not the personal login. Airtable states that "workspace owners own all underlying bases and interfaces within that workspace," and ownership moves by promoting another collaborator to the "Owner" permission level from the workspace Share dialog. Airtable's own guidance is to do this proactively — "workspace Owners should proactively add at least one additional Owner to their workspace" — because for privacy and security reasons Airtable Support "is unable to remove previous workspace owners and/or add new owners to workspaces." On Enterprise Scale and Business plans an account admin can grant Owner permissions to an active collaborator from the admin panel's Workspaces tab, and Airtable states that "Enterprise admins can transfer ownership of bases previously owned by now-deactivated users to themselves or another user," so an organization account has a route a personal Free or Team account does not. Airtable names one narrow situation in which Support will look at a workspace the requester cannot manage: where a billing method is attached to a workspace and the person is no longer able to manage workspace settings because they do not hold owner permissions, Airtable says it "may be able to assist" — which is the published opening for an estate trying to stop charges on the deceased's card. Individual bases can also be moved to another workspace, which Airtable states "automatically transfers the base's ownership to the workspace owner where the base was transferred." Because billing follows the workspace, the credit card on file keeps being charged even after a complete ownership transfer until the new owner updates the payment method. While a surviving collaborator retains access in their own right, the data can be preserved by exporting each view to CSV or pulling records through the Web API.