🏦 Banking & Finance

What Happens to Your Relay (Business) Account When You Die

Business bankingEstate claim required

Quick Facts

Account type

Business checking

Estate claim

Business succession docs needed

Sub-accounts

Check all sub-accounts

Step-by-Step Guide

1

Contact Relay with estate documentation

Contact Relay to initiate the estate claim. Provide death certificate, letters testamentary, and business succession documents.

2

Review all sub-accounts

Relay allows multiple sub-accounts for budgeting. Ensure all sub-account balances are identified and claimed.

Document Now Checklist

  • Relay account number
  • Business name and EIN
  • All sub-account names and balances

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

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