Document Storage

Document Storage lets you upload important papers (wills, property deeds, insurance policies, tax documents) and keep them in one secure place. Files are encrypted. Max 25MB per file. You choose a category for each file and can link it to the asset it belongs to in your Financial Inventory.

People you add in Family Access see your documents according to their role: a Co-Manager or Helper now, your Executor once your death is confirmed. Every role is view-only.

Most people keep important papers in drawers, folders, or different devices. When something happens, families spend weeks searching. Document Storage puts everything in one place.

Digital copies are also safer than paper alone. Fire, flood, or loss: digital backups survive.

Upload files one at a time: PDF, JPG, PNG, WEBP, Word or Excel, up to 25MB each. Pick the category that fits and, where it helps, link the file to its entry in your inventory.

You can download your documents anytime. They're yours.

Start with the most critical documents: signed will, property papers, insurance policies. Not sure where they are? Use the document hunt checklist.

Keep file names clear. "House_Deed_2023.pdf" is better than "IMG_001.pdf".