HEhellosunset
Transfers

Request a transfer

Request an Instant Inheritance transfer from an eligible bank account into the case's estate account.

The bank account must already be eligible — read the instant_inheritance summary on the bank account first. Requesting a transfer on an account that is not eligible returns 422.

Only one transfer may be in flight per bank account. Send an Idempotency-Key header so a retried request never moves money twice.

post/cases/{case_id}/transfers

Request

  • Base URL
    https://api.example.com/v1
  • Auth
    none declared

Headers

Idempotency-Keystring

Unique key to ensure idempotent POST requests. If a request with the same key was already processed, the original response is returned. Keys expire after 24 hours.

Request body

bank_account_idstring required

Bank account to pull from. Must have instant_inheritance.eligibility of eligible.

amountnumber double

Amount to transfer. Omit to transfer the full confirmed available balance. Must not exceed max_transfer_amount.

estate_account_idstring

Destination estate account. Defaults to the case's primary estate account.

notesstring

Internal note stored on the transfer record.

Example request

{
  "bank_account_id": "01K6BA01AJ9T66HRYE78AN7PQR",
  "amount": 15230.5,
  "estate_account_id": "01K6BA07XJ9T66HRYE78AN7EST",
  "notes": "Requested after Letters Testamentary were accepted."
}

Response

Transfer requested.

Example response

{
  "data": {
    "id": "01K9TR01AJ0T55HRYE78AN7TRF",
    "case_id": "01K5WF06MJ6T99HRYE78AN7XM8",
    "bank_account_id": "01K6BA01AJ9T66HRYE78AN7PQR",
    "estate_account_id": "01K6BA07XJ9T66HRYE78AN7EST",
    "method": "ach_debit",
    "amount_requested": 15230.5,
    "currency": "USD",
    "status": "in_transit",
    "requested_by": "01K8PU01AJ0T77HRYE78AN7AAA",
    "requested_at": "2026-08-24T14:10:00Z",
    "submitted_at": "2026-08-24T21:00:00Z",
    "expected_settlement_date": "2026-08-27",
    "trace_number": "021000020000001"
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.