What Happens to Your RealtyMogul Account When You Die
Quick Facts
Investment
RE crowdfunding — illiquid
Redemption
Varies by fund type
Estate claim
Submit death cert + letters
Step-by-Step Guide
Submit estate claim to RealtyMogul
Contact RealtyMogul with a death certificate and letters testamentary to initiate the estate claim process.
Understand fund redemption terms
Redemption timelines vary by fund. REIT shares may redeem quarterly; individual deals may require holding until maturity.
Document Now Checklist
- RealtyMogul account email
- Investment value and fund names
- Account type (Individual/IRA)
Last verified: June 2026. Platform policies may change. Verify current procedures directly with RealtyMogul. 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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