🏦 Banking & Finance

What Happens to Your Stessa Account When You Die

Export financialsTax records critical

Quick Facts

Financial data

Export all property financials

Tax reports

Download for estate filing

Linked accounts

Disconnect bank feeds

Step-by-Step Guide

1

Export rental property financials

Export all income, expense, and cash flow reports from Stessa for estate tax filing and records.

2

Download tax documents

Download Schedule E reports and other tax documents needed for final tax returns.

3

Disconnect linked bank accounts

Disconnect any bank account feeds linked to Stessa to prevent ongoing data syncing.

Document Now Checklist

  • Stessa account email
  • Properties tracked
  • Linked bank accounts
  • Tax year reports needed

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

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