Inheriting a Vanguard account after someone passes away

We’re sorry to hear that someone has passed away. Know that we’re here to make the process of transferring accounts as easy as possible.

Use our checklist to make sure you’re ready
Find out what specific info and documents you'll need based on the account types you're inheriting.
Create a checklist

How everything works

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You’ll answer a few questions

10-15 minutes

Tell us about yourself and the person who passed away.

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You’ll review and submit your application

1-3 minutes

Take a look at all the information you’ve provided and make sure it’s right.

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We’ll handle the rest

5-7 business days

Vanguard will transfer the assets from the person who passed away to a new account(s).

Get more specific with these topics

Important information for beneficiaries

Important information for executors

Important information for spouses inheriting an IRA

Update your trust after a loss
If you’re looking to update trust information due to the loss of a grantor or trustee, use our new digital trust experience.

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