What Happens to Your Novo (Business) Account When You Die
Quick Facts
Account type
Business checking
Estate claim
Business succession docs needed
Reserves
Check Novo Reserves balance
Step-by-Step Guide
Contact Novo with estate documentation
Contact Novo to begin the estate claim process. Provide death certificate and business succession documentation.
Check Reserves and integrations
Review Novo Reserves (savings) balance and any connected app integrations that may have pending transactions.
Document Now Checklist
- Novo account number
- Business name and EIN
- Checking and Reserves balances
Save this to your vault
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Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with Novo (Business). This guide is for informational purposes only and does not constitute legal advice.
Related Guides
PayPal
PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
Venmo
Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.
Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
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