What happens to your Albert accounts when you die
No beneficiary or trust option on any account, so they pass through the estate
Albert does not currently support beneficiary designations, transfer-on-death registrations, or trust account titling on any account type. All Albert accounts pass through the estate at death and may require probate.
When an account holder dies, the executor or administrator will need to contact Albert with a death certificate and legal authority documents to claim account balances. The process and required documents are covered on the death claim page.
Albert does not currently support beneficiary designations (POD or TOD) on any account type. All accounts transfer through the estate at death and may require probate.
Why trust accounts are not available
Albert does not support retitling accounts into a trust, naming a trust as beneficiary, or any other probate-avoidance mechanism. Account balances transfer through the estate at death.
Albert Cash Account
Albert Savings
Albert Investing (Albert Investments Portfolio)
Sources
Data sourced from Albert primary sources (15 pages reviewed). How we research.
Albert estate support
Albert Customer Support
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Estate requests go through general customer service.
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