🏦 Banking & Finance

What Happens to Your RealtyMogul Account When You Die

Estate claim requiredIlliquid investment

Quick Facts

Investment

RE crowdfunding — illiquid

Redemption

Varies by fund type

Estate claim

Submit death cert + letters

Step-by-Step Guide

1

Submit estate claim to RealtyMogul

Contact RealtyMogul with a death certificate and letters testamentary to initiate the estate claim process.

2

Understand fund redemption terms

Redemption timelines vary by fund. REIT shares may redeem quarterly; individual deals may require holding until maturity.

Document Now Checklist

  • RealtyMogul account email
  • Investment value and fund names
  • Account type (Individual/IRA)

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

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