Estate planning at Affirm
How to protect 2 Affirm accounts — file death claims
Affirm Help Center
Affirm, Inc., 650 California St, Floor 12, San Francisco, CA 94108
Affirm Help Center
Affirm, Inc., 650 California St, Floor 12, San Francisco, CA 94108
Affirm (Deceased Customer Support)
Affirm, Inc., 650 California St, Floor 12, San Francisco, CA 94108
Affirm has 2 accounts, each with different rules for what happens when the account holder dies. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
There are two sides to estate planning at Affirm: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to review 2 account types at Affirm.
View details →When someone dies
Death claim process
6-step process, 2 required documents, and contact information for survivors.
View details →
Sources
Data sourced from Affirm primary sources (2 pages reviewed). How we research.
Affirm Help Center
Affirm, Inc., 650 California St, Floor 12, San Francisco, CA 94108
Affirm Help Center
Affirm, Inc., 650 California St, Floor 12, San Francisco, CA 94108
Affirm (Deceased Customer Support)
Affirm, Inc., 650 California St, Floor 12, San Francisco, CA 94108
Estate planning articles
Learn how to protect your Affirm accounts and other assets with trusts, beneficiary designations, and estate planning documents.
