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 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!
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