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. Just follow these simple steps to upload supporting documents to your Estate Plan:

  1. Click “Documents” from the left side menu. 
    Screen_Shot_2022-04-29_at_9.12.30_AM.png

  2. Click “Other” from the drop-down menu.
    Screen_Shot_2022-05-02_at_2.24.32_PM.png

  3. Click “Add document” 
    Screen_Shot_2022-05-02_at_2.25.30_PM.png

  4. Next, upload or drag an image of the document and complete the required fields.
    Screen_Shot_2022-05-02_at_2.26.47_PM.png

  5. Finally, click “Upload”
    Screen_Shot_2022-05-02_at_2.29.25_PM.png
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