How do I upload other documents to my account?

You can now upload other documents to your Trust & Will account!

 

This includes documents like vehicle titles, deeds, and banking information. Each upload can be up to 25MB per file and your Uploads can have a grand total of 5GB of storage. 


Just follow these simple steps to upload supporting documents to your estate plan:

  1. Click Uploads from the left-side menu


  2. Click the + Add document button


  3. Enter in document details and select or drag and drop your document then click Upload


  4. Once your document is uploaded, you can view the document or upload more!


    *Please note that these uploads will not  be included in your shipped Estate Plan documents. 
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