💼 Work & Business

What Happens to Your HoneyBook Account When You Die

CRITICALClient Contracts
DO NOT cancel — HoneyBook may have active client contracts with legal obligations, scheduled payment milestones, and an active leads pipeline. Clients are expecting services to be delivered.

Quick Facts

Active contracts

Clients may be under agreement

Scheduled payments

Auto-billing may be active

Leads pipeline

Active inquiries

Templates

Business IP stored here

Step-by-Step Guide

1

Review all active projects and contracts

Log into HoneyBook and review Projects with active status. Each may have a signed contract with payment milestones and service obligations that the business is legally bound to fulfill.

Estimated time: Day 1-3

2

Check scheduled payments

Review upcoming payment milestones. Some clients may have automatic payments scheduled. Note the amounts and dates to decide whether to continue or pause.

Estimated time: Day 1-3

3

Communicate with active clients

Clients with active contracts deserve communication. Arrange for someone to contact them about the situation and discuss refunds, rescheduling, or contract modifications.

Estimated time: Week 1

4

Export all client and financial data

Download client contact lists, contract PDFs, invoice records, and payment history. HoneyBook may be the only place these contracts are stored.

Estimated time: Week 1

5

Review payout settings

Check Settings → Payments to verify the connected bank account for payouts. Ensure any pending payouts will reach an accessible account.

Estimated time: Week 1

Document Now Checklist

  • HoneyBook login email and password
  • Business name on account
  • Number of active client projects
  • Approximate outstanding contract value
  • Connected bank account for payouts
  • Whether auto-payments are scheduled

Last verified: June 2026. Platform policies may change. Verify current procedures directly with HoneyBook. This guide is for informational purposes only and does not constitute legal advice.

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