What Happens to Your Trust & Will Account When You Die
Quick Facts
Documents
Wills, trusts, guardianship
Urgency
Download immediately
Updates
May have latest versions
Step-by-Step Guide
Download all estate planning documents
Download the will, trust, power of attorney, healthcare directive, and any guardianship designations.
Check for recent updates
Review the document history to see if any changes were made recently. The most recent version is the legally operative one.
Share with estate attorney
Provide all documents to the estate attorney to compare with any physical copies and determine which version governs.
Document Now Checklist
- Download all estate planning documents
- Note the date of the most recent updates
- Check for named beneficiaries and trustees
- Share all documents with the estate attorney
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 Trust & Will. 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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