Estate Planning 101

What happens to my Mint when I die?

September 13, 2023

Need some help?

Snug partners with Marble Law, an online law firm built for your peace of mind. Marble lawyers have extensive experience in all matters of estate planning, including the important task of funding a trust.
Get started right away

Are you an executor or trustee?

Snug can help you get organized by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to get organized?

Snug can help you organize all of life's details by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to offer estate planning?

Snug is a complete estate planning solution built for Financial Advisors who want to save time and offer their clients more. Whether you have an UHNW client who needs their documents analyzed or a mass affluent client getting their first Trust, we can help.
Get started for free

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free

Your Mint account, a consolidated view of your financial life, is a testament to your planning, budgeting, and financial management. From tracking your expenses to planning your savings, these financial habits are a part of your legacy. But have you ever wondered what happens to your Mint account when you die?

Financial management platforms, like Mint, play an important role in our lives, aiding in our financial organization and planning. When it comes to posthumous account management, Mint does not offer specific options. However, you can plan ahead for the closure of your account or transfer of access.

Account Closure

Upon your death, your Mint account can be closed, thereby ensuring the privacy and security of your financial data.

Transfer of Access

Alternatively, you can choose to share your account access with a trusted individual who can then manage the account according to your wishes. This should be done in compliance with Mint's user agreement and privacy policy.

These options give you control over your financial data legacy, but they require planning and communication with your loved ones. That's where Snug comes in.

At Snug, we understand the importance of securing your financial data legacy and ensuring a smooth transition for those you leave behind. Our aim is to help you create comprehensive estate plans and organize all of life's details in one secure place.

Our platform allows you to plan for account closure or transfer of access after your death. We ensure your wishes are clearly communicated, eliminating any confusion or potential conflicts among your loved ones.

But Snug offers more than just Mint account management. We provide a comprehensive approach to estate planning, helping you manage your digital assets, financial affairs, and end-of-life wishes in a user-friendly and secure platform.

Our services include:

  1. Digital Estate Planning: We help you catalogue your digital footprint, including social media accounts, emails, and online banking, and decide what happens to them after your death.
  2. Document Storage: Store your important documents such as wills, trusts, and insurance policies in our secure platform.
  3. End-of-Life Planning: Record your wishes for funeral arrangements, organ donation, and other end-of-life decisions.
  4. Legacy Projects: Create projects that capture your life story and values to pass on to future generations.

In today's digital age, managing your financial data after death is as crucial as any other end-of-life arrangement. With Snug, you can tackle this responsibility confidently, ensuring your financial data legacy aligns with your wishes and provides a source of comfort for your loved ones.

Snug is not just about planning for death; it's about celebrating life and ensuring your legacy lives on, both in the hearts of your loved ones and the financial world.