What Happens to Your Chase Bank Account When You Die
Quick Facts
Deadline
None — protected
Difficulty
Standard
Documents
Death cert + probate
Step-by-Step Guide
List all Chase accounts
Document every checking, savings, CD, and credit card account number. Include joint vs individual status.
Estimated time: 10 min
Note automatic payments
List all autopay bills and direct deposits so your executor can redirect or cancel them.
Estimated time: 15 min
Identify joint account holders
Joint accounts pass to the surviving holder automatically. Document which accounts are joint.
Estimated time: 5 min
Executor visits a Chase branch
Executor brings Death Certificate, Letters Testamentary, and their ID to any Chase branch to access accounts.
Document Now Checklist
- All account numbers
- Joint vs individual status
- Automatic payments list
- Direct deposit sources
- Safe deposit box location (if any)
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 Chase Bank. 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.
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