What Happens to Your Clerky Account When You Die
Quick Facts
Documents
Download incorporation docs
Content
Formation and fundraising docs
Access
Account needed for downloads
Step-by-Step Guide
Download all incorporation documents
Download articles of incorporation, bylaws, board consents, and all other legal documents from Clerky.
Download fundraising documents
Download SAFEs, stock purchase agreements, and other fundraising documents stored in Clerky.
Document Now Checklist
- Clerky account email
- Companies incorporated through Clerky
- All legal documents stored
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 Clerky. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Social Security
Social Security must be notified of death immediately. Benefits paid after death must be returned. Survivor benefits may be available.
IRS / Tax Returns
A final individual tax return must be filed for the year of death. Estates over $13.61M may owe federal estate tax.
Veterans Affairs (VA)
Veterans are entitled to burial benefits, a headstone or marker, a burial flag, and Presidential Memorial Certificate — all at no cost.
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