🏦 Banking & Finance

What Happens to Your Empower (Personal Capital) Account When You Die

Robo-advisor

Quick Facts

Phone

1-855-855-8005

Type

Robo-advisor + planning

Timeline

2-4 weeks

Step-by-Step Guide

1

Call Empower: 1-855-855-8005

Empower (formerly Personal Capital) handles both the free financial dashboard and managed investment accounts.

2

Submit estate documentation

Death cert, letters testamentary, your ID.

Document Now Checklist

  • Empower account email
  • Whether managed investments exist

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

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