Estate planning at Dave
How to protect 4 Dave accounts — file death claims
Dave Customer Support
Dave Inc., 1265 S Cochran Ave, Los Angeles, CA 90019
Dave Customer Support
Dave Inc., 1265 S Cochran Ave, Los Angeles, CA 90019
Customer Support (Death Claims) -- handled through general support; no dedicated estate services line
Coastal c/o Dave, 1265 S Cochran Ave, Los Angeles, CA 90019
Dave has 4 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.
Beneficiary management at Dave is handled through direct contact.
Dave has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to review 4 account types at Dave.
View details →When someone dies
Death claim process
7-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
No. Dave only offers individual accounts owned in the name of one person. Joint accounts, UTMA (Uniform Transfers to Minors) accounts, and trust accounts are explicitly prohibited under the Dave Deposit Agreement, Goals Account Agreement, and ExtraCash Account Agreement (each last updated July 1, 2026 in the Coastal Community Bank versions). Each individual may only open one Dave account. Families needing joint or custodial accounts should consider a traditional bank or credit union.
Sources
Data sourced from Dave primary sources (17 pages reviewed). How we research.
Dave Customer Support
Dave Inc., 1265 S Cochran Ave, Los Angeles, CA 90019
Dave Customer Support
Dave Inc., 1265 S Cochran Ave, Los Angeles, CA 90019
Customer Support (Death Claims) -- handled through general support; no dedicated estate services line
Coastal c/o Dave, 1265 S Cochran Ave, Los Angeles, CA 90019
Estate planning articles
Learn how to protect your Dave accounts and other assets with trusts, beneficiary designations, and estate planning documents.
