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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→Uphold

Estate planning at Uphold

How to protect 6 Uphold accounts — file death claims

Uphold

Crypto Platform · Online Only

uphold.com→
Uphold logo

Customer Support (Help Center ticket queue)

Phone888-831-1780
Mailing Address

Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105

WebsiteLearn more→

Customer Support (Help Center ticket queue)

Phone888-831-1780
Mailing Address

Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105

WebsiteLearn more→

Compliance (estate and fiduciary inquiries) — no dedicated estate unit; matters run through the support ticket queue

Phone888-831-1780
Emailcompliance@uphold.com
Mailing Address

Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105

WebsiteNotify online→
Verified Jul 2026

Uphold has 6 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 Uphold: 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 6 account types at Uphold.

View details →

When someone dies

Death claim process

6-step process, 6 required documents, and contact information for survivors.

View details →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • uphold.com
  • support.uphold.com

Data sourced from Uphold primary sources (19 pages reviewed). How we research.

Uphold

Crypto Platform · Online Only

uphold.com→
Uphold logo

Customer Support (Help Center ticket queue)

Phone888-831-1780
Mailing Address

Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105

WebsiteLearn more→

Customer Support (Help Center ticket queue)

Phone888-831-1780
Mailing Address

Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105

WebsiteLearn more→

Compliance (estate and fiduciary inquiries) — no dedicated estate unit; matters run through the support ticket queue

Phone888-831-1780
Emailcompliance@uphold.com
Mailing Address

Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Uphold accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Uphold accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026