🏦 Banking & Finance

What Happens to Your Empower (Personal Capital) Account When You Die

Robo-advisor

Quick Facts

Phone

1-855-855-8005

Type

Robo-advisor + planning

Timeline

2-4 weeks

Step-by-Step Guide

1

Call Empower: 1-855-855-8005

Empower (formerly Personal Capital) handles both the free financial dashboard and managed investment accounts.

2

Submit estate documentation

Death cert, letters testamentary, your ID.

Document Now Checklist

  • Empower account email
  • Whether managed investments exist

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 days

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

Protect your Empower (Personal Capital) account — and all your others

Document your digital life in a zero-knowledge encrypted vault. 1,800+ platform guides. Dead Man's Switch. Everything your family needs.

Start your free trial →

This is 1 of 1,800+ guides in Passed Plan. When you document your accounts, your family gets a personalized Family Action Guide with only the steps that apply to them — in the right order, with your notes.

Browse all 1,800+ guides →