Learn how to upload Trust & Will documents
Learn how to upload Health Care POAs and Advanced Directives
Learn how to upload Financial POAs
Uploading Trust & Will Documents
https://www.youtube.com/watch?v=WDxwgkFEjS4
If you haven't already reviewed our KB article on which documents to upload, we highly recommend taking a look before continuing.
On the Households page, click on the household you want to upload their Trust & Will to and scroll down to the Estate - Will & Trust section and click Upload
Review the Instructions before selecting the documents.
It’s important to note that each document needs to be separate, but you’ll want to include all documents in one upload. So, if you have two wills and a joint trust, there should be three separate documents in the upload section. Any other supporting documents should be added at this time as well.
Naming conventions used for your documents do not determine how the documents are actually treated. Our own internal logic is going to determine that the files are wills and trusts, and whether codicils amend the will and in what way, and which client signed the document.
Names used for your documents do not determine how the documents are actually treated, but the names do show up on the report itself to list the documents that were reviewed. Because of this, you may want to update the file name before uploading. You can add and remove files as needed prior to being reviewed.
Be sure to select the clients that are included in this review. If you select both clients, their documents will be created in one consolidated report. You’re welcome to create another report for each client separately!
Click Upload, and you’ll see the message below once complete:
The Upload modal will tell you the service levels and when you can expect your documents to be reviewed. Uploaders will be notified after initial review if a wrong or incomplete document is uploaded. Users can edit submissions before said review begins. Turnaround times are based upon the most recent submission.
Uploading Health Care POAs and Advanced Directives
If you haven't already reviewed our KB article on which documents to upload, we highly recommend taking a look before continuing.
https://www.youtube.com/watch?v=5yIjBsMueFg
From the Households page, click on the household you want to upload your clients’ incapacity planning documents for, and scroll down to the Health Care POA and Advanced Directives section. Click on the upload button in the Health Care POA and Advanced Directives line
Incapacity planning documents are summarized at the individual level. When uploading, be sure to select the correct household member within the Health Care Directive module’s upload modal
Verify that the names of the uploaded documents are the names you'd like to see on the report.
Upload all healthcare incapacity planning documents that the individual has (ex., Living Will and Medical Power of Attorney) and click Upload.
If the Upload Complete modal appears, relax until we email you or upload a document for another household member or client!
Names used for your documents do not determine how the documents are actually treated, but the names do show up on the report itself to list the documents that were reviewed. Because of this, you may want to update the file name before uploading. You can add and remove files as needed prior to being reviewed.
The Upload modal will tell you the service levels and when you can expect your documents to be reviewed. Uploaders will be notified after initial review if a wrong or incomplete document is uploaded. Users can edit submissions before said review begins. Turnaround times are based upon the most recent submission.
Uploading Financial POAs
If you haven't already reviewed our KB article on which documents to upload, we highly recommend taking a look before continuing.
https://www.youtube.com/watch?v=GhlyY3MFh5k
From the Households page, click on the household you want to upload your clients’ Financial Power of Attorney to, and scroll down to the Financial POA section. Click on the upload button in the Financial POA
Upload all financial decision-making documents that the individual has, and click Upload.
Names used for your documents do not determine how the documents are actually treated, but the names do show up on the report itself to list the documents that were reviewed. Because of this, you may want to update the file name before uploading. You can add and remove files as needed prior to being reviewed.
The Upload modal will tell you the service levels and when you can expect your documents to be reviewed. Uploaders will be notified after initial review if a wrong or incomplete document is uploaded. Users can edit submissions before said review begins. Turnaround times are based upon the most recent submission.
Learn how to upload Trusts & Wills
Uploading to Health Care POA and Advanced Directives
Uploading to Financial POA