Pension, Retirement, and Investment Accounts
What about stock options or restricted stock units (RSUs) they had from work?
Short answer
These are often time-sensitive. Some expire, vest, or have specific treatment at death. Contact the employer's equity compensation team or stock plan administrator immediately. Missing deadlines on stock options can mean losing significant value. Bring a death certificate and ask specifically about…
What this usually means
These are often time-sensitive. Some expire, vest, or have specific treatment at death. Contact the employer's equity compensation team or stock plan administrator immediately. Missing deadlines on stock options can mean losing significant value. Bring a death certificate and ask specifically about each type of equity and what the deadline is.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county help for coroner contacts, vital records, cost tools, and paperwork.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.