What Happens to Your Pulley Account When You Die
Quick Facts
Cap table
Download and export
Equity
Stock certificates and options
Access
Account needed
Step-by-Step Guide
Download cap table and equity data
Export the full cap table and download all stock certificates and option grant documents from Pulley.
Document equity positions
Note all equity positions, vesting schedules, and exercise prices for estate records.
Document Now Checklist
- Pulley account email
- Companies with equity held
- Equity positions and values
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 Pulley. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Social Security
Social Security must be notified of death immediately. Benefits paid after death must be returned. Survivor benefits may be available.
IRS / Tax Returns
A final individual tax return must be filed for the year of death. Estates over $13.61M may owe federal estate tax.
Veterans Affairs (VA)
Veterans are entitled to burial benefits, a headstone or marker, a burial flag, and Presidential Memorial Certificate — all at no cost.
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