What Happens to Your Bonsai Account When You Die
Quick Facts
Contracts
Active client agreements
Invoices
Outstanding payments
Proposals
Pending proposals
Tax data
Quarterly estimates
Step-by-Step Guide
Review active contracts and projects
Log into Bonsai and check all active contracts and projects. Note any pending deliverables, signed agreements, and scheduled payments.
Estimated time: Day 1-3
Collect outstanding invoices
Review unpaid invoices and follow up on collections. Check for any auto-payment scheduled invoices.
Estimated time: Week 1
Export tax and financial data
Download all income and expense data, tax reports, and quarterly estimated tax calculations. This is needed for the final tax return.
Estimated time: Week 1
Export contracts and client data
Download all signed contracts as PDFs, client contact lists, and proposal templates. These are legal and business records.
Estimated time: Week 1
Document Now Checklist
- Bonsai login email and password
- Business name on account
- Number of active contracts
- Outstanding invoice amounts
- Connected bank/payment method
- Tax data years stored
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Bonsai. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Domain Names (GoDaddy, Namecheap, Cloudflare)
Domains expire on a specific date. If not renewed, they become publicly available and can be registered by anyone.
Shopify
If you have an active Shopify store, orders may continue coming in. Your executor needs access immediately to fulfill or refund.
GitHub
Transfer important private repositories to a trusted collaborator or organisation. Go to Repo Settings → Transfer.
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