🏦 Banking & Finance

What Happens to Your Fundrise Account When You Die

Illiquid investment — estate claimLong redemption timeline

Quick Facts

Investment

RE crowdfunding — illiquid

Redemption

Timeline may be months

Estate claim

Submit death cert + letters

Step-by-Step Guide

1

Submit estate claim to Fundrise

Contact Fundrise with a death certificate and letters testamentary to initiate an estate claim for the investment balance.

2

Understand redemption timeline

Fundrise investments are illiquid. Redemption may take months depending on the fund and quarterly redemption windows.

Document Now Checklist

  • Fundrise account email
  • Investment portfolio value
  • Account type (Individual/IRA)

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

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