What Happens to Your Betterment / Wealthfront Account When You Die
Quick Facts
Deadline
None
Difficulty
Moderate
Documents
Death cert + probate
Step-by-Step Guide
Document your accounts
Note which robo-advisor you use, your login email, and approximate account value.
Estimated time: 5 min
Set TOD beneficiaries
Both Betterment and Wealthfront support TOD designations for taxable accounts.
Estimated time: 10 min
Executor contacts the provider
Executor emails or calls with Death Certificate and estate documents to transfer or close accounts.
Document Now Checklist
- Platform name
- Login email
- Account value
- Beneficiary designations
Save this to your vault
When you document your accounts in Passed Plan, your family gets a personalized action plan — with only the guides that apply to them, in the right order, with your notes attached.
Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with Betterment / Wealthfront. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
PayPal
PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
Venmo
Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.
Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
Protect your Betterment / Wealthfront account — and all your others
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