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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.

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