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 Digital Safe. You may also designate a legacy contact to request access to these files after your death. While this is entirely optional, it can help your loved ones execute your plan more efficiently.
Please note: The Digital Safe is available exclusively on the Essentials plan ($49/year) or higher. If you don't see it in your account, you may be on the free Basic plan and can upgrade from within your account by clicking My Account, then Settings in the top-right corner, and scrolling down to the Membership section.
Some examples of the types of documents you may want to include:
- Letter of instruction
- Final Arrangement Wishes
- Deeds
- Vehicle titles
- Family IDs
- Bank statements
- Insurance policies
Each uploaded document can be up to 25MB per file and your Digital Safe 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 Digital Safe from the left-side menu
- Click the + Add file button
- Upload or drag and drop your document. We only accept PNG, JPG, or PDF file types.
- Enter the file name and type (Family IDs, Financial Accounts, Property, Insurance, etc). If it is associated with an asset already added to your Estate Plan, you may optionally select it.
- Click Upload
- Once uploaded, you can view the document on your Digital Safe page. Click the file name to open and review it.