Transferring Wefunder Investments After an Investor's Death: Estate Transfer Process

If you're the beneficiary, heir, or estate representative of a Wefunder investor who has passed away, you can file the transfer yourself online with a beneficiary transfer link. ## What you'll need before you start **Your own Wefunder account:** If you don't have one, create it at www.wefunder.com/signup with the email you're writing from, then reply. **The deceased investor's Wefunder account email:** The link is generated from it. **Death certificate:** A copy of the original investor's death certificate. **Court documents:** A signed and sealed probate decree (or other court document, such as letters testamentary) showing you're the rightful beneficiary or estate representative. ## How to start Share the deceased investor's Wefunder account email. Wefunder shares the beneficiary transfer link directly in the reply. The link works once, only for your account, and expires in 30 days. In the form you upload the death certificate and probate decree, and you'll be asked to verify your identity. ## What happens next 1. Wefunder reviews your request and documents. 2. You'll receive the transfer agreement by email to sign. Once you sign, Wefunder countersigns it. 3. The investment shows in your portfolio within 5–7 business days after all parties sign. ## Where the investments land **Your own personal Wefunder account:** The beneficiary transfer moves the investments into your account. No further action is needed. **The deceased investor's estate:** Complete the beneficiary transfer first. Then add the estate as an investing entity under the deceased's name in your account (Personal settings → Account information → Investing Entities → Add entity) and reply "Entity transfer for a deceased estate" to receive the link for a separate Entity Transfer into the estate. **Direct investments:** For investments held directly on a company's cap table, Wefunder connects you with the company so the transfer can be completed with them.