Digital Legacy and Planning
What about their Venmo, Cash App, or Zelle transaction history?
Short answer
Transaction history may be useful for understanding the deceased's financial picture — what they were paying for, who they were sending money to. Access requires either the app on their phone (if accessible) or a formal estate request to the platform. Balances…
What this usually means
Transaction history may be useful for understanding the deceased's financial picture — what they were paying for, who they were sending money to. Access requires either the app on their phone (if accessible) or a formal estate request to the platform. Balances belong to the estate.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county phone numbers for coroner, vital records, and local offices.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.