When would I upload other documents or files to my account?
If you have other documents you'd like to keep in digital form, you can upload them to your Trust & Will account. You may also designate a legacy contact to access these files after your death. While this is entirely optional, it can help your loved ones execute your plan more efficiently.
Some examples of the types of documents you may want to include:
- Letter of instruction
- Deeds
- Vehicle titles
- Family IDs
- Bank statements
- Insurance policies
Each uploaded document can be up to 25MB per file and your Uploads can have a grand total of 5GB of files stored.
Note: Documents uploaded will not be included in your shipped Estate Plan documents.
How to Upload Documents to Your Account
- Click Uploads from the left-side menu
- Click the + Add file button
- Upload or drag and drop your document. We only accept file types PNG, JPG, or PDF.
- Enter the file name and type (Family IDs, Financial Accounts, Property, or Insurance). If it is associated with an asset already added to your Estate Plan, you may optionally select it.
- Click Upload
- Once your document is uploaded, you can view the document in your 'Uploaded files' section of your Uploads page. Click on the file name to review the file.