What Happens to Your Foreign Investment Accounts Account When You Die
Quick Facts
Type
Foreign brokerage/investment
FBAR
Required if US person
FATCA
Form 8938 may apply
Step-by-Step Guide
FBAR and FATCA reporting required
Laws and processes vary significantly by country. Consult an international estate attorney. Foreign investment accounts must be reported on FBAR (FinCEN 114) and potentially FATCA (Form 8938). Consult a tax professional immediately.
Contact the foreign brokerage
Contact the foreign investment firm to begin the estate claim process. Each country has different requirements.
Document Now Checklist
- Brokerage name and country
- Account numbers
- Approximate values
- FBAR filing status
- Tax professional contact
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Foreign Investment Accounts. This guide is for informational purposes only and does not constitute legal advice.
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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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