Formagrid, Inc. (Airtable) logo

Formagrid, Inc. (Airtable)

Productivity

airtable.com

How to protect your Airtable account while you are alive

There is no way to name a beneficiary or successor on an Airtable account. While the account holder is alive, Formagrid allows transferring the account.

Formagrid decides requests about an Airtable account after a death case by case, so nothing in its terms promises a survivor anything; what the account holder sets up in advance is what holds. There is no way to name a beneficiary or successor on an Airtable account. While the account holder is alive, Formagrid allows transferring the account.

How to protect your Airtable accounts

1
Add a second Owner to every workspace you control. A workspace owner owns all of its bases and interfaces, so a co-owner can keep the data and billing going without anyone writing to Airtable Support.
2
List your workspaces and the important bases inside them where your executor will find it, and note which plan each workspace is on. Enterprise Scale and Business workspaces can be reassigned by an account admin; Free and Team workspaces cannot.
3
Note that your Airtable account exists and which email address it uses, so your executor can identify it and write to Airtable about it.
4
Note which workspace holds the active payment method and who will update it. Airtable bills per workspace, and the card on file keeps being charged even after a complete ownership transfer.
5
Keep an offline copy of any bases that matter: download each view to CSV and save the attached files promptly, since attachment download URLs stay active for at least 2 hours.

Naming who acts after a death

Designation

There is no way to name a successor on an Airtable account. Adding a second Owner to a workspace is the practical way to keep its data and billing going if the original owner is gone.1

What Formagrid, Inc. (Airtable)'s terms say about sharing and transfers4

Pooling with family

Airtable has no consumer family-sharing or pooling program. What is shared is a workspace or an individual base.1

Workspace roles and admin access

Collaborators are invited to a workspace or base at permission levels from read-only up to Creator, and a workspace can have more than one Owner.1

Airtable strongly encourages that every workspace have multiple owners, and says workspace Owners should proactively add at least one additional Owner.1

Transferring the account or registration

The personal Airtable login is not shareable or transferable, but a workspace owner can transfer ownership of a workspace or move individual bases to another workspace.1

A workspace with only 1 owner must have its ownership transferred to another user's Airtable account before that owner removes themselves from it or updates permissions.1

Exporting and backing up data

Each view can be downloaded to CSV, which writes the records and their attachment filenames and URLs to the file. A personal access token can read records through the Airtable Web API.2, 3

Airtable keeps attachment download URLs active for at least 2 hours after they are received, and recommends downloading attachments from the links in an exported CSV before those links expire.2

Sources3

Should you save your passwords for your family?

Some people store account passwords so a family member can sign in later. The practice has three practical limits:

  • Two-factor authentication often blocks it. Most accounts require a second factor — a code sent to a phone, an authenticator app, a passkey, or a physical key. A saved password alone frequently does not grant access, and the recovery codes that would are easy to lose or let go stale.
  • It usually conflicts with the platform's terms. Most operators prohibit account sharing and signing in as another person, including after a death. Stored credentials are not the operator's recognized access path, and using them can violate the terms of service.
  • Operators provide other paths. Where an operator offers a designation tool — Apple's Legacy Contact, Google's Inactive Account Manager, a beneficiary designation — that mechanism grants access the operator recognizes. A password manager's own emergency-access or legacy feature passes credentials through a controlled process. Digital assets named in a will or trust give a fiduciary authority under each state's Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA).
SimplyTrustSimplyTrust Editorial·

Sources

Data sourced from Formagrid, Inc. (Airtable) primary sources (7 pages reviewed). How we research.

Airtable customer support

Airtable Support (help center; in-product "Message support" requires signing in to the account holder's own Airtable account)

Verified Sep 2026

Forms for Planning Your Estate

Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.

Free

Pour-Over Will

Catch anything outside your trust. Pairs with your revocable trust.

Get Started
$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

Get Started
Free

Last Will and Testament

Name your heirs, guardians, and final wishes. Free for every state.

Get Started
Free

Codicil to a Will

Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.

Get Started
Free

Healthcare Power of Attorney

Name someone to make medical decisions if you can't.

Get Started
Free

HIPAA Release

Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.

Get Started
Free

Financial Power of Attorney

Name someone to manage your finances if you can't.

Get Started
Free

Transfer on Death Deed

Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.

Get Started

All forms

Tools for Planning Your Estate

Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.

How Much Does a Revocable Living Trust Cost?

Compare revocable living trust costs across providers including online services and attorneys.

Compare Costs

How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?

Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.

Compare Services

Do I Need a Revocable Trust?

Find out if a revocable trust makes sense based on your state, estate value, and family situation.

Check Now

Trust or Will: Which Costs Less?

Compare the cost of probate vs a trust for your state and estate value.

Compare Options

How Much Is the Federal Gift Tax?

Whether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.

Check a Gift

What Does Estate Planning Actually Cost?

Compare costs across estate planning providers including online services and attorneys.

Compare Costs

How Much Life Insurance Do I Need?

Calculate your life insurance needs based on income, debts, and family situation.

Use Calculator

Are My Beneficiary Designations Protected?

Check how divorce, creditors, and state laws affect your beneficiary designations.

Check Now

All tools