What Happens to Your CoCatalyst Account When You Die
Quick Facts
Stock transfers
Resolve pending transfers
Account
Review account status
Records
Download for estate
Step-by-Step Guide
Resolve pending stock transfers
Check for any pending stock donation transfers and resolve them — contact CoCatalyst support if needed.
Download account records
Download all stock transfer records and tax documentation for estate accounting.
Document Now Checklist
- Pending stock transfers
- CoCatalyst account email
- Transfer history for taxes
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 CoCatalyst. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
PayPal
PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
Venmo
Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.
Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
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