What Happens to Your Trustworthy Account When You Die
Quick Facts
Data
Export all stored data
Sharing
Family members may have access
Content
Documents, passwords, info
Step-by-Step Guide
Export all data from Trustworthy
Export all documents, account information, and family data stored in the Trustworthy platform.
Verify family member access
Confirm that family members who need access have been granted permission to view the stored information.
Document Now Checklist
- Trustworthy account email
- Family members with access
- Categories of data stored
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 Trustworthy. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Social Security
Social Security must be notified of death immediately. Benefits paid after death must be returned. Survivor benefits may be available.
IRS / Tax Returns
A final individual tax return must be filed for the year of death. Estates over $13.61M may owe federal estate tax.
Veterans Affairs (VA)
Veterans are entitled to burial benefits, a headstone or marker, a burial flag, and Presidential Memorial Certificate — all at no cost.
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