Planning ahead for your Notion accounts

Lifetime transfer options and steps to take now for Notion Labs, Inc. accounts

Notion Labs, Inc.

Productivity

notion.com
Notion Labs, Inc. logo

Notion Support

Notion Support

(General customer service)

Verified Jul 2026

Because Notion Labs, Inc. reviews transfer requests on a case-by-case basis, there is no guarantee that accounts will be transferred after death. Lifetime planning reduces dependence on that outcome.

How to protect your Notion accounts

8 steps for managing your Notion accounts during your lifetime:

1
Ensure at least one additional Workspace Owner exists. If you are the sole owner and your account becomes inaccessible, no one else can manage billing, delete the workspace, or (on Business/Enterprise) run a workspace-level export. On a free plan with no multi-user workspace, the workspace will eventually be deleted under the dormancy policy (5 years of inactivity, then a 30-day deletion notice window). Note: owners of a multi-user workspace are exempt from the dormancy policy per notion.com/help/dormant-account-policy.
2
Promote a trusted person to Workspace Owner, not just Membership Admin. Only Workspace Owners can change billing, delete the workspace, and perform workspace-level exports on Business/Enterprise plans.
3
Export your workspace periodically. Page-level PDF/HTML/Markdown export is available on all plans. Workspace-level export is Business/Enterprise only; on Free or Plus you must export important pages and databases individually. Expect significant data loss: database relations export as plain text URLs, rollups and formulas are lost, database views (filters, sorts, layouts) are not preserved, embeds export as URLs only, and synced blocks lose their sync.
4
Understand that Notion uses a proprietary block format that cannot be opened in other tools. Markdown/HTML/CSV/PDF exports are the only way to extract content, and they are lossy. There is no way to re-import exported content and restore relations, rollups, or formulas to their original functional state.
5
Move critical pages from your private section into shared teamspaces or workspace-level pages where other members have access. Private pages are only accessible to the account holder - or, on Enterprise plans only, via deprovisioned-user content transfer within 30 days of the user leaving.
6
For important databases: duplicate them into a shared workspace where other members can access them. Moving content between workspaces breaks links, relations, and page history.
7
Document your Notion account email, workspace URLs, and plan type for your executor. Note the dormancy policy for free accounts (5 years inactivity, then a 30-day deletion notice window) and the 30-day post-deletion recovery window via support@notion.so. If the workspace is on a paid plan, also document the billing contact and payment method.
8
If you rely on Notion API integrations: the integrations and their tokens are tied to the workspace. Document which integrations exist and which external systems depend on them, so your executor can rebuild or deactivate them after any ownership change.

Family sharing

Notion workspaces have three roles: Workspace Owner (full control over settings, billing, members, and deletion), Membership Admin (an Enterprise-plan role that can add or remove members and guests but cannot change workspace settings or billing), and Member (standard collaborator with access to shared content and a private section). Guests are invited page-by-page with no private section. Ownership transfer is not a separate flow - an existing Workspace Owner changes another member's role to "Workspace owner" via Settings > People > Members (role dropdown). Per Notion's role docs (notion.com/help/whos-who-in-a-workspace), Workspace Owners can manage other workspace owners, admins, members, and guests, which implies multiple owners can coexist. If the sole owner's account becomes inaccessible and no other owner exists, no one else can manage billing or perform workspace-level exports; on a free plan the account eventually hits the dormancy policy (5 years of inactivity, then a 30-day deletion notice window) and the workspace is deleted.

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).

Frequently asked questions

Workspace ownership transfer is not a separate flow. An existing Workspace Owner goes to Settings > People > Members, opens the role dropdown next to another member, and changes it to "Workspace owner." Multiple owners can exist simultaneously. There is no system path to transfer ownership if the sole Workspace Owner's account is inaccessible - support must be contacted, and on non-Enterprise plans the options are limited.

Yes, but with significant data loss. Page-level export to PDF, HTML, or Markdown & CSV is available on all plans. Workspace-level export (one archive of all pages and databases) is limited to Business and Enterprise plans. Database relations export as plain text URLs and cannot be re-imported, and rollups, formulas, and database views (filters, sorts, board/calendar/timeline layouts) are completely lost. Embeds export as URLs only, and synced blocks lose their sync. Notion's proprietary block format cannot be opened in other tools.

Notion has no "authorized user" or delegate feature for a personal account. The one native mechanism is workspace-level: adding another person as a Workspace Owner on any workspace meant to survive lets them export and manage it independently of the original account. A personal account whose workspaces have no co-owner has no Notion-native succession path.

Listing the Notion account in an estate inventory identifies it for a fiduciary, who works through the operator's official channels to manage or close it.

Notion does not support beneficiary designations. Unlike financial accounts, there is no way to name a beneficiary on this type of account.

SimplyTrustSimplyTrust Editorial·

Sources

Data sourced from Notion Labs, Inc. primary sources (10 pages reviewed). How we research.