🏦 Banking & Finance

What Happens to Your FreeWill Account When You Die

Download bequest instructionsEstate planning tool

Quick Facts

Bequests

Download charitable bequest docs

Will

Review will documents

Account

Close after downloading

Step-by-Step Guide

1

Download charitable bequest instructions

Download all charitable bequest instructions and will documents created through FreeWill for estate records.

2

Review bequest designations

Review all charitable bequest designations to ensure they align with the estate plan.

3

Close the account

Close the FreeWill account after downloading all documents.

Document Now Checklist

  • Charitable bequests designated
  • Will documents created
  • FreeWill account email

Last verified: June 2026. Platform policies may change. Verify current procedures directly with FreeWill. This guide is for informational purposes only and does not constitute legal advice.

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