What Happens to Your Carta Account When You Die
Quick Facts
Equity
Download equity certificates
Cap table
Export cap table data
Value
May represent significant wealth
Step-by-Step Guide
Download equity certificates
Download all stock certificates, option grants, and equity documentation from Carta — these represent ownership.
Export cap table
Export the full cap table for all companies where you hold equity. This is critical for estate settlement.
Document vesting schedules
Note any unvested options or RSUs and their vesting schedules for estate planning.
Document Now Checklist
- Carta account email
- Companies with equity held
- Stock certificates downloaded
- Vesting schedules for unvested equity
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Carta. 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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