What Happens to Your SmartVault Account When You Die
Quick Facts
Type
Secure document portal
Documents
Tax & financial docs
Access
Client login required
Step-by-Step Guide
Log in to SmartVault
Access the SmartVault client portal using the decedent\'s email and password.
Download all shared documents
Browse every folder and download all documents. These typically include tax returns, financial statements, and correspondence.
Contact the CPA or firm
Notify the firm that shared documents via SmartVault about the death and request any documents not in the portal.
Document Now Checklist
- Download all documents from SmartVault
- Note the firm or CPA that uses this portal
- Note the login email and credentials location
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 SmartVault. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Final Income Tax Return (Form 1040)
The final income tax return covers January 1 through the date of death. It must be filed by April 15 of the year after death. Late filing triggers penalties and interest.
Estate Income Tax (Form 1041)
Form 1041 is required if the estate generates more than $600 in gross income during any tax year while it remains open. Income includes interest, dividends, rent, and capital gains earned by estate assets after the date of death.
Estate Tax Return (Form 706)
Even if the estate is below the federal threshold, you may still need to file Form 706 to elect portability — which transfers the unused exemption to the surviving spouse. This election is critical and must be made on a timely filed Form 706.
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