What Happens to Your Dubsado Account When You Die
Quick Facts
Active contracts
Legally binding agreements
Workflows
Automated client communications
Invoices
Outstanding payments
Forms
Active lead capture
Step-by-Step Guide
Pause automated workflows immediately
Dubsado workflows send automated emails to clients (reminders, follow-ups, questionnaires). Pause all active workflows to prevent emails from being sent on behalf of someone who has passed.
Estimated time: Day 1
Review active projects and contracts
Go through all active projects to identify clients with signed contracts and pending invoices. Note any services that were promised but not yet delivered.
Estimated time: Day 1-3
Collect outstanding invoices
Review all unpaid invoices. Follow up on overdue payments — this money is owed to the estate. Pause any payment plans that need review.
Estimated time: Week 1
Export all data
Export client contact lists, contracts, invoices, proposals, and form responses. Download copies of all signed contracts as PDFs — these are legal documents.
Estimated time: Week 1
Communicate with active clients
Contact clients with active projects to discuss the situation. Offer refunds, referrals, or other arrangements as appropriate.
Estimated time: Week 1-2
Document Now Checklist
- Dubsado login email and password
- Business name on account
- Number of active client projects
- Outstanding invoice amounts
- Connected payment processor (Stripe, Square, PayPal)
- Whether automated workflows are running
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 Dubsado. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Domain Names (GoDaddy, Namecheap, Cloudflare)
Domains expire on a specific date. If not renewed, they become publicly available and can be registered by anyone.
Shopify
If you have an active Shopify store, orders may continue coming in. Your executor needs access immediately to fulfill or refund.
GitHub
Transfer important private repositories to a trusted collaborator or organisation. Go to Repo Settings → Transfer.
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