What Happens to Your Raymond James Account When You Die
Quick Facts
Phone
1-800-248-8863
Type
Full-service brokerage
Timeline
2-4 weeks
Step-by-Step Guide
Contact Raymond James: 1-800-248-8863
Request estate services. Raymond James advisors are often closely connected to clients.
Document Now Checklist
- Raymond James advisor name
- Account numbers
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Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with Raymond James. This guide is for informational purposes only and does not constitute legal advice.
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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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