Overview
Quicken LifeHub enables the account Owner to invite members to their household, and share specific information. In the event that an account owner passes, the account Co-owner can take full ownership of the account.
The account Owner can also require that a digital copy of a death certificate be presented when a household member reports a death. Once customer service is aware, they can assist by changing the ownership of the estate.
To assume ownership
Log in to Quicken LifeHub using your Co-owner Quicken ID.
Click on the Settings gear icon in the top right.
Scroll down until you see Household Legacy.
Click on the Take Ownership button.
Check the box to report that the Account Owner has passed.
Click on Confirm.
If required by the Owner, upload a copy of the Death Certificate; this will then be sent to our customer service team for verification. Once verified, the Co-owner will take ownership of the account.
The setting for Report the deaths of the Owner and Co-owner will need to be enabled under the household member section if other account Editors or Viewers need to assume ownership of the estate.