What Happens to Your TD Bank Account When You Die
Quick Facts
Deadline
None
Difficulty
Standard
Documents
Death cert + probate
Step-by-Step Guide
List all TD accounts
Document checking, savings, CD, and credit card accounts with numbers.
Estimated time: 10 min
Note beneficiaries
Check POD beneficiary designations on all accounts.
Estimated time: 5 min
Executor visits TD branch
Visit a TD Bank branch with Death Certificate and Letters Testamentary.
Document Now Checklist
- Account numbers
- Beneficiary designations
- Branch location
Save this to your vault
When you document your accounts in Passed Plan, your family gets a personalized action plan — with only the guides that apply to them, in the right order, with your notes attached.
Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with TD Bank. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
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.
Protect your TD Bank account — and all your others
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