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EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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Someone I love died

Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Social Security Survivor BenefitsWhich Social Security survivor benefit a spouse, former spouse, child or parent can get, what share it pays, and the lump-sum death payment.Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Estate Account Opening GuideCompare estate-account opening requirements bank by bank: channels, required documents, and steps.Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Gift Tax CalculatorWhether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Inherited IRA Withdrawal RulesSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.Inherited IRA RMD CalculatorThe required minimum distribution on an inherited IRA, Roth IRA, or 401(k), from the prior year-end balance and the life expectancy table.Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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State Benefit Programs

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Estate Planning Estate Settlement All digital assets

State

Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Articles

Articles News Life Events

Forms

EIN Application IRS Form 56 IRS Form 1310 Petition for Probate and Letters Notice to Creditors Renunciation of Executor Affidavit of Heirship Affidavit of Death Small Estate Affidavit Estate Inventory Estate Closing Letter of Instruction Digital Assets Recovery Letter

Someone I love died

Death Certificate Calculator Probate Decision Tool Joint Tenancy Survivorship Guide Social Security Survivor Benefits Estate Settlement Plan What to Do When Someone Dies Checklist

I'm an executor

Probate Cost Calculator Executor Fee Calculator Self-File Probate Assessment Letters Testamentary Guide Creditor Claims Deadlines Insolvent Estate Calculator Unclaimed Property Claim Guide Estate Account Opening Guide Personal Property Value Estimator

I'm a trustee

Trustee Compensation Calculator Trust Settlement Plan

I'm inheriting

Who Inherits Calculator Estate & Inheritance Tax Calculator Gift Tax Calculator Inheritance Tax Guide Step-Up Basis Calculator Inherited IRA Withdrawal Rules Inherited IRA RMD Calculator Post-Death Tax Filing Guide

State Benefit Programs

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Home→Digital Assets→Settling an Estate

Settling Online Accounts and Digital Assets After a Death

Each program's own after-death page: the documents it asks for, how the request is submitted, how long it takes, and what its terms do with the account and anything of value in it.

All Planning ahead Settling an estate

Category

All Categories183 Travel Rewards17 Hotel Points8 Credit Card Points4 Domains & Hosting9 Design Tools8 Streaming Services11 Cloud Storage5 Social Media11 Gaming14 Email Accounts2 Payment Platforms2 Artificial Intelligence3 Marketplaces & Resale24 Creator Platforms14 Developer & Cloud4 Productivity4 Account Ecosystems4 Retail Rewards10 Dining Rewards10 Fuel & Grocery Rewards3 Media Libraries3 Advertising4 Gig & Delivery10 Subscription Boxes3 Telecom Rewards3 Automotive Rewards3

183 programs

1Password

AgileBits' terms forfeit a 1Password account at death

1Password

Adobe Stock (Contributor)

Adobe reviews requests about Adobe Stock royalties after a death case by case

Adobe Stock (Contributor)

Adobe Creative Cloud

Adobe reviews requests about an Adobe account after a death case by case

Adobe Creative Cloud

Air Canada Aeroplan

Aeroplan points can pass to the estate after a death

Air Canada Aeroplan

Airbnb

Airbnb reviews requests about an Airbnb account after a death case by case

Airbnb

Airtable

Formagrid reviews requests about an Airtable account after a death case by case

Airtable

Alaska Airlines Atmos Rewards

Atmos Rewards points can pass to a family member after a death

Alaska Airlines Atmos Rewards

Albertsons for U

Albertsons' terms forfeit Albertsons points at death

Albertsons for U

Amazon Flex

Amazon.com Services reviews requests about Amazon Flex earnings after a death case by case

Amazon Flex

Amazon Seller Central

Amazon.com Services reviews requests about Amazon Seller balance after a death case by case

Amazon Seller Central

Amazon

Amazon.com reviews requests about an Amazon account after a death case by case

Amazon

American Airlines AAdvantage

American Airlines reviews requests about AAdvantage miles after a death case by case

American Airlines AAdvantage

American Express Membership Rewards

American Express reviews requests about Amex Rewards points after a death case by case

American Express Membership Rewards

Amtrak Guest Rewards

Amtrak's terms forfeit Amtrak Guest Rewards points at death

Amtrak Guest Rewards

Apple Books

Apple's terms forfeit Apple Books e-books at death

Apple Books

Apple Music

Apple's terms forfeit an Apple Music account at death

Apple Music

Apple TV

Apple's terms forfeit an Apple TV account at death

Apple TV

Apple Account (iCloud)

An Apple account can pass to a family member after a death

Apple Account (iCloud)

AT&T

An AT&T account can pass to a family member after a death

AT&T

Audible

Audible's terms forfeit an Audible account at death

Audible

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Forms

EIN Application
IRS Form 56
IRS Form 1310
Petition for Probate and Letters
Notice to Creditors
Renunciation of Executor
Affidavit of Heirship
Affidavit of Death
Small Estate Affidavit
Estate Inventory
Estate Closing
Letter of Instruction
Digital Assets Recovery Letter
Forms for When Someone Dies
Forms for Estate Executors
Forms for Trustees
Forms for Heirs and Beneficiaries
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Tools

Do I Need Probate
Probate Calculator
Settle an Estate
Settle a Trust
Executor Fee Calculator
Trustee Compensation
Tools for When Someone Dies
Tools for Estate Executors
Tools for Trustees
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