Understanding the Estate Process

How do I initiate the estate process?

If an account holder passes away, please contact us at support@webull.com or through our in-app Help Center to initiate the estate process. We will need to secure the account and prepare for the transfer of assets. Be ready to provide the following documentation:

• Death certificate
• Estate letter or small estate affidavit
• ID of the executor/administrator of the estate

What should I expect from the estate process?

Once you notify us of the account holder’s death, we will start the estate process. This involves providing legal documentation and completing transfer forms to claim the assets in the account.

How long does the estate process take?

The duration of the estate process depends on how quickly the estate executor can gather and finalize all necessary paperwork. Please note that the estate conversion typically takes several weeks to complete.