Estate planning at Casa
How to protect 6 Casa accounts — manage beneficiaries online, and file death claims
Casa Inheritance (no separate claims department -- a designated Recipient requests vault access in the Casa app; Private Client Enhanced Verification claims go through the app help or concierge feature)
Emailhelp@team.casa
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Verified Jul 2026
How your Casa accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Beneficiary designations at Casa can be managed online, typically taking casa states inheritance setup takes about 15 minutes; the Recipient must separately create a Casa account and import the shared key.. Trust funding options vary by account type—check with Casa for specifics.
Casa provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, and review 6 account types at Casa.
View details →When someone dies
Death claim process
5-step process, 4 required documents, and contact information for survivors.
View details →Frequently asked questions
You can name a trustee, but not the trust itself. Casa Inheritance designates one Recipient who must be a person aged 18 or older with their own Casa account -- Casa registers no entity and accepts no certification of trust, because it does not title accounts. Casa's own Enhanced Verification documentation lists heirs, executors, and trustees among the parties a vault owner may designate, so naming your trustee as the Recipient is the supported path. The trustee installs the Casa app, creates an account, and receives a copy of your mobile key by QR code, which Casa lets you send through the app by email or text. Only one Recipient can hold the designation at a time, so a trustee designation and an individual-heir designation on the same vault are mutually exclusive; Enhanced Verification adds one optional backup Recipient.
Sources
Data sourced from Casa primary sources (15 pages reviewed). How we research.
Casa Inheritance (no separate claims department -- a designated Recipient requests vault access in the Casa app; Private Client Enhanced Verification claims go through the app help or concierge feature)
Emailhelp@team.casa
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Casa accounts and other assets with trusts, beneficiary designations, and estate planning documents.
