Honest, practical information — written to help you understand the process. If you need help doing it, we're here.
Joint accounts, POD designations, probate accounts — what each type means and how to notify banks after a death.
Read Guide →How to contact estate services at Chase, BofA, Wells Fargo, Ally, and other institutions. What documents they need and what happens next.
Read Guide →Beneficiary options, how to notify the plan administrator, rollover rules, and the 10-year distribution requirement explained.
Read Guide →TOD designations, the stepped-up cost basis tax benefit, the estate claim process at Fidelity and Schwab, and what happens to open positions.
Read Guide →Email searches, tax returns, unclaimed property databases, and employer HR — every method for locating the complete financial picture.
Read Guide →Memorialize or remove a Facebook profile. What documents you need, the exact process, and timeline.
Read Guide →Instagram removal and memorialization. Can you save their photos? Complete guide for families.
Read Guide →LinkedIn profile removal, Premium subscription cancellation, and handling professional content.
Read Guide →iCloud, photos, subscriptions, and Apple's Digital Legacy process. What families can actually access.
Read Guide →What's possible with and without the passcode. Priority actions when the phone is accessible.
Read Guide →Google's deceased user process, Inactive Account Manager, and what data families can access.
Read Guide →Recovering gift card balances, cancelling Prime, handling Subscribe & Save, and the Amazon Store Card.
Read Guide →Cancel with or without the password, get a refund, and handle family plan transfers.
Read Guide →Cancelling Premium, saving playlists, handling family plans, and Spotify for Artists accounts.
Read Guide →Recovering the PayPal balance, stopping recurring payments, and handling PayPal Credit.
Read Guide →Recovering a Venmo balance, closing the account, and handling the Venmo Credit Card.
Read Guide →The estate claim process, handling stocks and crypto, options positions, and Robinhood Gold.
Read Guide →What a digital estate includes, why it matters, and what families need to know to administer it properly.
Read Guide →The digital asset law that gives executors authority to access online accounts — explained in plain language.
Read Guide →The simple document that saves your family weeks of grief. What to include and where to store it.
Read Guide →Realistic timelines for every major platform. What affects the process and how to speed it up.
Read Guide →The honest guide to making this emotionally significant decision. Arguments for each option.
Read Guide →Deceased persons are prime targets. Credit bureaus, digital accounts, and what to watch for.
Read Guide →The 8 email searches that surface every account, plus the bank statement method and what to do with no access.
Read Guide →Netflix, Spotify, Amazon, Adobe and 20+ platforms. Exact process, documents needed, refund policy.
Read Guide →What's recoverable and what isn't. PayPal balances, crypto, investments, refunds — honest breakdown.
Read Guide →Exchange-held vs self-custody crypto. The seed phrase reality. What families can and cannot recover.
Read Guide →Every step in the right order — from day one through final closures. Print and work through it.
Read Guide →These guides tell you how. Vera Legacy does it for you — complete documentation package delivered in 48 hours, from $147.
See Packages →