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California Probate Access Index
Compare all 58 county courts by the public filing, remote-hearing, and probate-note guidance documented in our primary-source-verified guides.
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01Start hereThe first decisions, records, and safeguards after someone dies. 6 resources.02Find accounts and benefitsLocate money, insurance, retirement plans, mail, and benefits without guessing or using someone else’s login. 20 resources.03Banks, investments, and online accountsCurrent deceased-customer procedures for specific financial institutions and digital services. 83 resources.04Probate and courtWork out whether probate is needed, which simplified path may apply, and what the court process requires. 20 resources.05Taxes, debts, and estate administrationHandle estate banking, creditor priorities, final returns, fees, and practical administration. 7 resources.06California county guidesFind the official court, local rules, filing questions, and verified starting point for every California county. 58 resources.
Useful starting points
- Your parent died in California. Here is everything, in order. My mother died in California, what do I do?
- How to find a deceased person's accounts How do you find a deceased person's bank, investment, retirement, insurance, and other financial accounts?
- Close and manage accounts after someone dies How do I find, protect, transfer, and close bank, investment, online, and subscription accounts after someone dies?
- Do I need probate in California? Do I need probate in California?
- What happens to a 401(k) after death What happens to a 401(k) after someone dies, who inherits it, and what should a spouse, beneficiary, or executor do next?
- Wells Fargo Estate Care Center phone, email, and death form Find the Wells Fargo Estate Care Center phone number, email address, online death-notification form, and required documents.
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- Access a Dropbox account after death: court-order steps Request access to a deceased person's Dropbox files and learn the identity, authority, and court-order requirements.
- Access or delete an Apple Account after death How does a Legacy Contact access a deceased person's Apple Account, and what can family do without an access key?
- Acorns account after death: beneficiary process Notify Acorns after a user dies. Learn how Invest, Later, and Checking accounts are handled for named beneficiaries and estate representatives.
- California joint-tenant death affidavit: official form Download the official California joint-tenant death affidavit PDF, check deed details, and prepare the certified death certificate and county recording packet.
- California affidavit of death of trustee: official forms How does a successor trustee record an affidavit of death of trustee for California real property?
- Alameda County probate notes: filing and deadlines Find Alameda County probate examiner notes, the Berkeley filing location, current fee, e-filing rules, and the deadline for clearing hearing issues.
- Alliant Credit Union account after death Settle an Alliant Credit Union member's deposit or investment account after death using its published survivor guide.
- Ally Bank deceased account and estate guide How to notify Ally Bank of a death, which documents beneficiaries and executors need, how to transfer or close the account, and how long review takes.
- American Century deceased account: inheritance forms Report an investor's death to American Century. Find the right contact, understand why death transfers need special paperwork, and separate account and plan types.
- Ameriprise deceased account: estate settlement forms Notify Ameriprise after a client dies. Find the estate settlement claim form, required documents, and separate paths for brokerage, bank, certificate, and beneficiary claims.
- Bank of America Estate Services: phone and documents Call Bank of America Estate Services at 1-888-689-4466 and get the current documents, case steps, and account-specific instructions.
- BECU deceased account: forms, address, and timeline Notify BECU of a death and find the deceased-account forms, mailing address, documents, and estate-account steps.
- Betterment account after death: beneficiary transfer Handle a Betterment investing or checking account after the owner dies. Learn how beneficiaries, joint owners, and executors begin the transfer process.
- BMO Alto deceased account settlement Settle a BMO Alto account after death using its current letter of direction, death-certificate, ID, and authority requirements.
- BOE-502-D in California: what to file after a property owner's death What is BOE-502-D? Find the California property-death reporting form, probate and nonprobate deadlines, county filing route, and separate title and tax steps.
- California DE-310 petition: primary residence succession How do I use California form DE-310 to petition for succession to a deceased person's primary residence worth up to $750,000?
- California estate inventory: free worksheet and example Prepare a California estate inventory with a free worksheet, fictional example, and guidance on DE-160, DE-161, date-of-death values, and probate referees.
- California executor expenses: reimbursement and a simple log Which California probate expenses can an executor track for reimbursement? Keep receipts, separate personal spending from estate payments, and prepare a clear expense log.
- California probate fees and cost calculator Calculate California probate fees for an executor and attorney, with the 2026 statutory formula, worked estate-value examples, and other probate costs.
- California property transfer after death: choose the route Which California procedure transfers real property after an owner dies: joint tenancy, trust, spousal petition, DE-310, or probate?
- California small-estate affidavit: eligibility, timing, and documents California small-estate affidavit requirements: the $208,850 limit, 40-day wait, required attachments, and where to submit your bank packet.
- California spousal property petition: DE-221 steps How does a surviving spouse or domestic partner use California form DE-221 to confirm or transfer property without opening full probate?
- CalPERS death benefits: reporting, forms, and documents Report a death to CalPERS, request the survivor-benefit application, gather the right documents, and follow up on missing information.
- CalSTRS death benefits: notification and survivor claims Notify CalSTRS of a death, submit a death certificate, and prepare for the survivor-benefit caseworker's document requests.
- Can an executor handle probate without an attorney in California? Can I do probate without a lawyer in California?
- Cancel subscriptions after someone dies How do I stop subscriptions and automatic payments after someone dies?
- Capital One Estate Services: phone number and documents Call Capital One Estates at 1-877-357-5659. Find bank-account notification steps, secure document submission, and questions for your case manager.
- Charles Schwab deceased account transfer steps Notify Schwab of a death, verify the certificate, and learn how brokerage, beneficiary, inherited IRA, and estate accounts are transferred.
- Chase Estate Services: phone and documents Call Chase Estate Services at 1-866-926-6909 and get the current death-certificate, beneficiary, joint-account, and estate requirements.
- Chime deceased member account: closure and documents Report a Chime member's death through Member Services. Find the phone number, accepted death records, and questions to ask about closing the account.
- Citibank estate services: phone and death notification Notify Citi after an account holder dies. Find the Estate Servicing phone number, product-specific contacts, required documents, and account-settlement steps.
- Citizens Bank deceased account and estate account Handle a Citizens Bank account after death and prepare the bank's published estate-account documents.
- Claim a deceased person's Coinbase account How do you notify Coinbase of a death, prove estate authority, and transfer cryptocurrency from a deceased person's Coinbase account?
- Claim life insurance after someone dies How does a beneficiary find a life insurance policy, file a death claim, and avoid delays or scams?
- PayPal account after death: documents and where to send them How does an executor close a deceased person's PayPal account and recover a remaining balance?
- Close a deceased person's Venmo account How to close a deceased relative's Venmo account, contact support, provide the death certificate, and recover money or crypto in the account.
- Close an Amazon account after death How do you contact Amazon after a customer dies, protect orders and digital content, cancel Prime, and close the account?
- Close an American Express account after death How do you notify American Express of a cardmember's death, close the account, handle the balance, and evaluate account takeover?
- Close and manage accounts after someone dies How do I find, protect, transfer, and close bank, investment, online, and subscription accounts after someone dies?
- Computershare deceased shareholder: transfer shares Notify Computershare of a shareholder's death and transfer shares. Use Estate Hub to identify documents, create a transfer package, and handle TOD or survivorship registrations.
- Contra Costa probate notes: lookup and corrections Find Contra Costa probate calendar notes in the official portal, answer NEEDED items, and check correction deadlines, tentative rulings and appearance requirements.
- Deactivate an X account after death: official form Use X's deceased-account form to request deactivation and learn the identity and death-certificate requirements.
- Death notification contacts: banks, investments and benefits Compare death-notification contacts and document starting points at 20 banks, investment firms, benefit providers, and transfer services. Find each official route.
- Delete a Pinterest account after death: request steps Request deletion of a deceased person's Pinterest account and learn what proof a family member may need.
- Discord account after death: delete or memorialize? Can Discord memorialize or delete an account after someone dies, and what documents does a family member need?
- Discover Bank deceased account: forms and documents Settle a deceased Discover Bank customer's deposit account or IRA. Find the Beneficiary Care phone number, official forms, documents, and delivery options.
- Do I need probate in California? Do I need probate in California?
- E*TRADE deceased account: estate contact and documents E*TRADE Beneficiary Services: 888-402-0653, estate-team email, official death notification, documents and when the transfer clock starts.
- Edward Jones account after death Transfer an Edward Jones brokerage or retirement account after death and request estate valuation or re-registration support.
- Empower retirement account after death Notify Empower of a participant death and prepare the beneficiary claim for a 401(k), retirement plan, or investment account.
- EQ Shareowner Services after death: stock transfers Transfer directly registered shares after a shareholder dies. Find EQ Shareowner Services' Stock Power packet, support number, and signature-guarantee guidance.
- Estate document checklist: free printable PDF A free estate-document checklist for executors and families: organize bank, court, and survivor-benefit paperwork. Download the two-page PDF without signing in.
- Fidelity deceased account inheritance steps Report a Fidelity account holder's death and learn how brokerage, cash management, inherited IRA, trust, and estate assets are transferred.
- Fifth Third death notification: bank and loan contacts Notify Fifth Third after a customer dies. Find the published probate contact for loans and distinguish loan assistance from deposit-account settlement.
- Final tax returns after death in California How do I file a deceased person's final federal and California tax returns?
- Forward or stop a deceased person's mail with USPS How does an executor forward a deceased person's mail, stop delivery, and reduce advertising mail through USPS?
- Free after-death resources for families and care teams A free resource kit for hospice, funeral-home, and caregiver teams: printable checklists, California county guides, and account-notification instructions.
- Fresno probate notes: find and clear examiner comments Find Fresno probate examiner notes in the Public Portal Documents tab and check the two-court-day correction and proposed-order deadlines.
- Google deceased user request form: close or get data Use Google's deceased user request form to close an account or request Gmail, Drive, Photos, and other account data.
- Guardian life insurance death claim Report a Guardian individual life insurance death claim online and prepare the policy, beneficiary, and death-certificate information.
- HealthEquity HSA after death: beneficiary claim form Find HealthEquity's deceased HSA holder form, beneficiary and estate document paths, and the distinction between a spouse transfer and an ordinary account closure.
- Homeowners insurance after death: a call checklist What should a family ask the homeowners insurer after the policyholder dies? Check named insureds, payments, vacancy, claims, and the coverage needed while ownership changes.
- How long does probate take in California? How long does probate take in California?
- How probate works in Alpine County How does probate work in Alpine County?
- How probate works in Amador County How does probate work in Amador County?
- How probate works in Butte County How does probate work in Butte County?
- How probate works in Calaveras County How does probate work in Calaveras County?
- How probate works in Colusa County How does probate work in Colusa County?
- How probate works in Del Norte County How does probate work in Del Norte County?
- How probate works in El Dorado County How does probate work in El Dorado County?
- How probate works in Glenn County How does probate work in Glenn County?
- How probate works in Humboldt County How does probate work in Humboldt County?
- How probate works in Imperial County How does probate work in Imperial County?
- How probate works in Inyo County How does probate work in Inyo County?
- How probate works in Kings County How does probate work in Kings County?
- How probate works in Lake County How does probate work in Lake County?
- How probate works in Lassen County How does probate work in Lassen County?
- How probate works in Madera County How does probate work in Madera County?
- How probate works in Marin County How does probate work in Marin County?
- How probate works in Mariposa County How does probate work in Mariposa County?
- How probate works in Mendocino County How does probate work in Mendocino County?
- How probate works in Modoc County How does probate work in Modoc County?
- How probate works in Mono County How does probate work in Mono County?
- How probate works in Monterey County How does probate work in Monterey County?
- How probate works in Napa County How does probate work in Napa County?
- How probate works in Nevada County How does probate work in Nevada County?
- How probate works in Placer County How does probate work in Placer County?
- How probate works in Plumas County How does probate work in Plumas County?
- How probate works in Riverside County How does probate work in Riverside County?
- How probate works in Sacramento County How does probate work in Sacramento County?
- How probate works in San Benito County How does probate work in San Benito County?
- How probate works in San Diego County How does probate work in San Diego County?
- How probate works in San Joaquin County How does probate work in San Joaquin County?
- San Luis Obispo probate notes: lookup and corrections Find San Luis Obispo probate notes through the official court page, choose the hearing calendar, and check the 3 p.m. two-court-day supplement deadline.
- How probate works in San Mateo County How does probate work in San Mateo County?
- How probate works in Santa Barbara County How does probate work in Santa Barbara County?
- How probate works in Santa Clara County How does probate work in Santa Clara County?
- How probate works in Santa Cruz County How does probate work in Santa Cruz County?
- How probate works in Shasta County How does probate work in Shasta County?
- How probate works in Sierra County How does probate work in Sierra County?
- How probate works in Siskiyou County How does probate work in Siskiyou County?
- How probate works in Sonoma County How does probate work in Sonoma County?
- How probate works in Sutter County How does probate work in Sutter County?
- How probate works in Tehama County How does probate work in Tehama County?
- How probate works in Trinity County How does probate work in Trinity County?
- How probate works in Tulare County How does probate work in Tulare County?
- How probate works in Tuolumne County How does probate work in Tuolumne County?
- How probate works in Yuba County How does probate work in Yuba County?
- How to close a deceased person's credit cards How do I close a deceased person's credit cards?
- How to find a deceased person's accounts How do you find a deceased person's bank, investment, retirement, insurance, and other financial accounts?
- How to get a death certificate in California Order a California death certificate: choose the county or state route, check authorized-copy eligibility, and prepare the form, fee, and sworn statement.
- How to open an estate bank account in California Open a California estate bank account: court Letters, a free IRS EIN, bank documents, and questions to ask before your appointment.
- How to report a death to Social Security How do I notify Social Security that someone died?
- How to transfer a car title after the owner dies in California How do I transfer a deceased person's car title in California?
- Huntington Bank account after death Report a death to Huntington Bank and handle joint, payable-on-death, and estate-owned deposit accounts.
- Inherited a house with a mortgage? What to ask the servicer What happens to a mortgage when I inherit a house? Learn how to identify the loan, keep payments and insurance current, prove your interest, and ask about your options.
- Inherited IRA after death: beneficiary steps and rules What should you do after inheriting an IRA?
- Inherited stock transfer checklist: forms and medallion guarantee How do I transfer inherited stock? Check the registration, authority, transfer-agent forms, and whether a medallion signature guarantee is needed.
- Interactive Brokers transfer on death: IBKR TOD beneficiary Learn what happens to an Interactive Brokers account after death, how an IBKR transfer-on-death beneficiary claims assets, and which documents to prepare.
- John Hancock life insurance death claim Report a death to John Hancock, determine Express Claim eligibility, and submit beneficiary or estate documents.
- Joint bank account after death: what to do next What happens to a joint bank account after an owner dies? Check ownership, notify the bank, and manage access, retitling and payments.
- Kern County probate notes: court, filing, and deadlines Find Kern County probate notes, the Bakersfield courthouse, e-filing rules, hearing details, and the deadline for clearing examiner notes before court.
- KeyBank deceased account: documents and settlement steps Close or retitle a KeyBank account after death. Learn how to start, which authority documents KeyBank accepts, and what happens to payments and transfers.
- Letters Testamentary in California: how to get them What Letters Testamentary prove, how California courts issue DE-150, how they differ from Letters of Administration, and what to give the bank.
- Lincoln Financial death claim File a Lincoln Financial life insurance or annuity death claim and prepare documents for an individual, estate, trust, or minor beneficiary.
- LinkedIn deceased account: memorialize or close it Memorialize or close a deceased person's LinkedIn account, including the form, proof, and authorized-person requirements.
- Los Angeles County probate notes and filing Find Los Angeles County probate notes and confirm e-filing, hearing, fee, and court requirements for a decedent estate.
- LPL Financial death: beneficiary and IRA claim forms Report an LPL Financial client's death and find the phone number, beneficiary documents, IRA claim form, and steps for transferring the account after death.
- M&T Bank Estate Services phone, email, and documents Find the M&T Bank Estate Services phone number, email, mailing address, required documents, and next steps for closing or transferring a deceased account.
- Marcus by Goldman Sachs deceased account Settle a Marcus savings or CD account after death and send deceased-account documents to the current official address.
- MassMutual life insurance death claim Start a MassMutual life insurance claim and gather the insured person's identity, death, residence, and policy information.
- Medallion signature guarantee for inherited stock: where to get one Where can I get a medallion signature guarantee to transfer inherited stock, and what should I bring?
- Memorialize or delete a Facebook account after death How do family members memorialize or remove a deceased person's Facebook account, and what can a legacy contact do?
- Merced County probate notes: lookup and corrections Find Merced probate notes by courtroom and hearing date, file technical corrections two court days ahead, and separate examiner questions from clerk requests.
- Merrill Life Services: death notification and phone Notify Merrill Lynch of a death through Life Services and find the documents and transfer steps for brokerage, IRA, trust, and estate accounts.
- MetLife life insurance claim after death File a MetLife individual or employer life insurance claim, find a missing policy, and submit beneficiary or estate documents.
- Microsoft account after death: Outlook and OneDrive access Close a deceased person's Microsoft account or request Outlook, OneDrive, and account data after death.
- Morgan Stanley death: TOD and IRA distribution forms Report a Morgan Stanley account holder's death and find the TOD, IRA death-distribution, death-certificate, and affidavit requirements.
- Nationwide life insurance and annuity death claim File a Nationwide life insurance or annuity death claim, search for a lost policy, and understand its published claim stages.
- Navy Federal Survivor Support: phone, email, and forms Navy Federal Survivor Support contact details, deceased-account forms, beneficiary steps, and estate-account requirements.
- New York Life death claim and policy search Report a death to New York Life, start a beneficiary claim, continue a claim, or search for a policy.
- Northwestern Mutual death claim Report a death to Northwestern Mutual, determine whether a policy exists, and start a life insurance beneficiary claim.
- OPM survivor benefits: report a death and apply Find the right OPM death-reporting route, FERS or CSRS application, required documents, and steps for an incomplete survivor claim.
- Optum Bank HSA after death: contacts and documents Notify Optum Bank of an HSA holder's death. Find product-specific support numbers, the account-freeze rule, and spouse, beneficiary, or estate document paths.
- Orange County probate notes: search, corrections and alerts Find Orange County probate notes and confirm Costa Mesa filing, e-filing, continuance, and hearing requirements.
- Pacific Life death claim Initiate a Pacific Life insurance or annuity death claim and contact the correct customer-service or workforce-benefits team.
- PenFed estate account requirements Open a PenFed estate account after death and prepare the death certificate, court appointment, estate EIN, and executor ID.
- PNC deceased account documents and steps Handle a PNC account after death with the correct certificate, court authority, branch appointment, and product-specific instructions.
- Principal death claim and beneficiary forms File a Principal life insurance or retirement-plan death claim and choose the correct individual, group, or beneficiary form.
- Probate vs. trust administration in California What is the difference between probate and trust administration in California?
- Prudential life insurance death claim File a Prudential life insurance death claim and prepare the beneficiary, trust, estate, or minor-beneficiary documents.
- Regions deceased accounts: phone numbers and documents Contact Regions Bank about a deceased account, gather legal documents, and route deposits, loans, and estate banking correctly.
- Robinhood deceased account: estates form and steps Report a death to Robinhood using its Estates form. Learn what to submit and how brokerage, IRA, joint, beneficiary, and crypto assets are handled.
- San Bernardino probate notes and filing Find San Bernardino County probate notes and confirm the correct courthouse, e-filing, fee, and hearing requirements.
- San Francisco probate court: filing, fees, and examiner notes File probate in San Francisco: Civic Center courthouse, filing fee, e-filing rules, examiner notes, hearing steps, and simplified-estate options.
- Santander death of account holder: POD beneficiary steps Report a death to Santander Bank, confirm joint or payable-on-death ownership, and prepare the documents for a beneficiary or estate representative.
- Snapchat account after death: report or delete it Report a deceased person's Snapchat account and understand Snapchat's access and deletion limits.
- Solano County probate notes and filing Find Solano County probate notes and pre-grants, learn when to check them, whether to appear, and how to correct defects before the hearing.
- Stanislaus County probate notes: timing and defects Find Stanislaus County probate notes, meet the five-court-day correction deadline, and know when an appearance is required.
- State Farm life insurance claims: forms and payout Start a State Farm life insurance death claim. Find the official beneficiary form, Life Claims phone number, and review, processing, and payment-delivery times.
- Synchrony deceased notification: form and phone Notify Synchrony after a cardholder or bank customer dies. Use the official deceased-notification form and find Estate Services phone numbers and documents.
- T. Rowe Price death of account holder: beneficiary forms Report a T. Rowe Price account holder's death and find the beneficiary claim, inherited IRA, and ownership-change forms.
- TD Bank deceased account closure steps Notify TD Bank after a death and understand joint-account access, ITF beneficiaries, documents, product contacts, and account restrictions.
- TIAA death notification and survivor benefits Notify TIAA of a participant death and start the beneficiary process for retirement, annuity, and investment accounts.
- TreasuryDirect after death: accounts and savings bonds Handle a TreasuryDirect account or inherited paper savings bonds after death. Find the official notification route and the right survivor or estate instructions.
- Truist death of account holder: requirements and PDF Find Truist’s official account agreement PDF, identify the deceased account’s ownership, and ask for the right estate documents.
- U.S. Bank deceased account closure steps Contact U.S. Bank after a death and bring the right documents for joint, POD, trust, probate-estate, and small-estate accounts.
- UBS account after death: beneficiary and estate steps Notify UBS after a client dies. Identify the advisor, account registration, beneficiary, death certificate, and authority documents needed for a transfer.
- USAA Survivor Relations: phone number and checklist USAA Survivor Relations contact details and the checklist for a deceased member's checking, savings, or certificate account.
- Vanguard deceased account transfer steps Notify Vanguard of a death and transfer brokerage, joint, transfer-on-death, inherited IRA, and estate accounts to the right owner.
- Ventura County probate notes and filing Find Ventura County probate notes by hearing date, learn when they post, how to correct deficiencies, and whether the tentative excuses appearance.
- Voya group life death claim: forms and phone number Start a Voya employer-provided life insurance death claim. Find the Claims Center, employer and beneficiary paperwork, phone number, and claim-status requirements.
- Wealthfront account after death: documents and timeline Notify Wealthfront after an account owner dies. Find the official form, required documents, transfer options, support contacts, and expected timeline.
- Webull deceased account: estate and beneficiary steps Notify Webull of an account holder's death. Compare estate and TOD beneficiary documents, receiving-account requirements, and the published processing estimate.
- Wells Fargo Estate Care Center phone, email, and death form Find the Wells Fargo Estate Care Center phone number, email address, online death-notification form, and required documents.
- What happens to a 401(k) after death What happens to a 401(k) after someone dies, who inherits it, and what should a spouse, beneficiary, or executor do next?
- What happens to a brokerage account when someone dies? Understand who inherits a brokerage account, when probate applies, what documents the firm requests, and what to do before selling or transferring investments.
- Which debts does a California estate pay first? Which debts does a California estate pay first?
- Yahoo deceased account: close email after someone dies How do I close a deceased person's Yahoo email account, stop paid services, and send the required documents?
- Yolo County probate notes: lookup and next steps Find Yolo probate notes by hearing date and case number, distinguish recommendations from orders, and track filings and appearance instructions.
- Your parent died in California. Here is everything, in order. My mother died in California, what do I do?
- California probate notes: find, read, and address defects Find California probate examiner notes, understand missing-document comments, and check your county's correction and hearing instructions.
- Affidavit of domicile and debts: forms and preparation What is an affidavit of domicile and debts? Find institution forms, prepare residence information, and confirm who signs and whether notarization is required.
- Firstrade account after death: notice and estate forms Notify Firstrade of an account holder's death, find estate and domicile forms, and confirm beneficiary, surviving-owner, or estate transfer requirements.
- California lost note and trust deed bonds: estate checklist Understand a California lost note or trust deed bond, an unresolved mortgage lien on inherited property, and the records to gather for a title review.
- How to close an estate bank account in California Prepare to close an estate checking account: reconcile payments, confirm distribution authority, check tax items, and request the bank's closing documents.
- How to sign as executor: name, title and authority Understand how an executor identifies their name and court-appointed role, checks signature instructions, and distinguishes bank, court and tax forms.
- California probate referee fees: 0.1% and expenses Calculate California probate referee commission at 0.1%, understand the $75 minimum and ordinary $10,000 maximum, and separate appraisal fees from expenses.
- Authorized signer on a bank account after death Separate authorized signer, power of attorney, joint owner, POD beneficiary and executor roles after a bank account owner's death.
- Homeowners insurance after a spouse dies: what to change Staying in your home after your spouse dies? Confirm named-insured status, documents, premiums and written policy changes with the insurer.
- Homeowners insurance during probate: an executor checklist Keep an estate home's insurance organized during probate: confirm authority, occupancy, premiums, escrow and coverage before sale or distribution.
- Death notification letter to a bank: sample and checklist Use this bank death-notification letter sample to request the official estate process, document checklist and secure submission instructions.
- Successor beneficiary of an inherited IRA: next steps Inherited an IRA from someone who had already inherited it? Gather both death dates, beneficiary records and the prior withdrawal schedule before moving funds.