Takes A Village
Estate reporting

Report the passing of an account holder.

If you are the executor or legal representative of someone who set up a Legacy Account with Takes A Village, use this form to begin the estate process. You’ll need their Legacy Account number and a certified copy of the death certificate.

Their passing doesn’t cancel the gift. The Deed of Conditional Gift stays in force, and the portfolio stays invested at our brokerage partner while the estate review runs.

Death certificate

Filing this report pauses the account at once: a 30-day estate review hold begins, and no securities can be released to anyone while our team reviews the certificate.

We use these details only to review this report. The certificate is stored privately.