Estate planning at Uphold
How to protect 6 Uphold accounts — file death claims
Customer Support (Help Center ticket queue)
Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105
Customer Support (Help Center ticket queue)
Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105
Compliance (estate and fiduciary inquiries) — no dedicated estate unit; matters run through the support ticket queue
Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105
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 →
Sources
Data sourced from Uphold primary sources (19 pages reviewed). How we research.
Customer Support (Help Center ticket queue)
Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105
Customer Support (Help Center ticket queue)
Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105
Compliance (estate and fiduciary inquiries) — no dedicated estate unit; matters run through the support ticket queue
Uphold HQ, Inc., 90 New Montgomery Street, Suite 412, San Francisco, CA 94105
Estate planning articles
Learn how to protect your Uphold accounts and other assets with trusts, beneficiary designations, and estate planning documents.
