What Happens to Your Stessa Account When You Die
Quick Facts
Financial data
Export all property financials
Tax reports
Download for estate filing
Linked accounts
Disconnect bank feeds
Step-by-Step Guide
Export rental property financials
Export all income, expense, and cash flow reports from Stessa for estate tax filing and records.
Download tax documents
Download Schedule E reports and other tax documents needed for final tax returns.
Disconnect linked bank accounts
Disconnect any bank account feeds linked to Stessa to prevent ongoing data syncing.
Document Now Checklist
- Stessa account email
- Properties tracked
- Linked bank accounts
- Tax year reports needed
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 Stessa. 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.
Protect your Stessa 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 →