How to Review, Download, or Print Your Documents

This guide covers downloading your Estate Plan documents directly from the Trust & Will website. If you would rather have your documents printed and shipped to you, please see this guide: How to Have Estate Plan Documents Shipped

How to Review, Download, or Print Your Documents

Once your order is complete, you can immediately download the documents to your device for printing.

Take the following steps to download your documents:

  1. Log into your account and click "Estate Plan" from the left-side menu:
    Screenshot 2024-02-19 at 7.58.38 PM.png

  2. From there, you can click “Download All” to download your entire Estate Plan:
    Screenshot 2024-02-19 at 8.00.25 PM.png
  3. Or, click on each document to review and download individually:
    Screenshot 2024-02-19 at 8.04.03 PM.png
  4. Once the documents are downloaded, feel free to print from your device.

How long will I have access to my documents?

You will always have to ability to view your documents, but if you would like to edit your documents you will need to have a valid membership.

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