How to Upload Your Executed Estate Plan to Your Trust & Will Digital Safe

Here's why storing your estate planning documents in your Digital Safe matters, and here's how to do it.

Estate Planning Content Expert, Trust & Will

Whether you just completed your estate plan or you've had one for a while, getting your executed documents into your Digital Safe is one of the most important steps you can take for your family. Keep your original signed documents in a secure location, and use your Digital Safe as a backup.

Why Storing Your Documents in the Digital Safe Matters

Creating your estate plan is a huge step, but a plan that can't be found is a plan that can't be used. Here's why uploading your executed documents to the Trust & Will Digital Safe is one of the best things you can do for your family:

Your documents are always accessible.
No more searching for copies of your Will or Trust. Your Digital Safe keeps everything in one secure, digital location.
Your loved ones won't be left searching.
When the time comes, the last thing your family should have to do is hunt through boxes for copies of a Will or Trust. You can share your Digital Safe with the people who need to access your estate planning documents so your wishes are clear when it’s time to act.
Your documents are protected from loss or damage.
Paper copies can be lost, damaged in a disaster, or misplaced over time. The Trust & Will Digital Safe ensures your important documents are protected no matter the circumstances.
Everything stays organized in one place.
Whether you have a Will, a Trust, a healthcare directive, or a power of attorney, your Trust & Will Digital Safe keeps all of your estate planning documents organized and ready when needed.
It's a critical step in completing your plan.
Think of uploading your executed documents as the finishing touch. It ensures your plan isn't just complete on paper, but truly ready when it matters most.

Quick Note: What Does "Executed" Mean?

An "executed" estate plan document is one that has been signed according to your state's legal requirements — typically in front of witnesses and/or a notary. Your estate plan is not legally valid until it has been properly notarized.

Need to notarize your plan? Schedule a mobile notary online now

Trust Plan Members: Don't Forget to Fund Your Trust

Uploading your executed Trust document is a great step, but your Trust isn’t fully effective until it’s been funded. Funding means transferring your assets (like your home, bank accounts, or investments) into the name of your Trust. An unfunded trust won’t avoid probate.

Haven't funded your trust yet? Check out our guide on how to fund your trust.

Have your notarized estate plan sitting around? Here's how to securely upload your documents to the Digital Safe.

Before You Get Started

Make sure you have the following ready:

Your fully signed and notarized/witnessed estate plan documents (e.g., Will, Trust, Healthcare Directive, Power of Attorney)
Files in PDF, JPG, or PNG format
Access to your Trust & Will account

How to Upload Your Documents: Step by Step

Log in to your Trust & Will account.
Head to trustandwill.com and sign in with your email and password.
Navigate to your Trust & Will Digital Safe.
In your dashboard, look for the "Digital Safe" tab in the left-side navigation panel and select it.
Click "Add."
You'll see an option to add a new file. Click the upload button to open your file browser.
Select your file.
Choose the PDF, JPG, or PNG file of your executed document from your device.
Label your document.
Give your document a clear, recognizable name — for example: 'Last Will and Testament, Executed 2024' — so it's easy to identify later, then select a document type from the dropdown menu.

A Few Tips to Keep in Mind

Don't discard your original documents.
Uploading to your digital safe does not replace your original signed copies. Store your physical documents in a safe place and use your Digital Safe as a secure, accessible backup.
Upload all relevant documents.
Make the most out of your Digital Safe. Be sure to check out this article for additional ideas on using your Digital Safe.
Use clear scans or photos.
Make sure all pages are legible, including the signature pages.
Update your Trust & Will Digital Safe when your plan changes.
Life changes, and your estate plan may change with it. Whenever you update and re-execute your documents, be sure to upload the new versions to your Trust & Will Digital Safe. You can also delete outdated documents directly from your Digital Safe to keep everything up to date.
Add a Legacy contact.
A Legacy contact gets view access to your Trust & Will account estate inventory, contacts, and uploaded files so they have everything they need to execute your plan.

Your Documents Are Safe With Us

Your Trust & Will Digital Safe uses bank-level encryption to keep your files private and protected. Only you and anyone you explicitly choose to share access with can view your documents.

Still Have Questions?

Our team is here to help. If you run into any issues uploading your documents or have questions, reach out to our Member Support team — we're happy to walk you through it.

Visit our Help Center

Last updated: June 22, 2026

By Maya Powers

Estate Planning Content Expert, Trust & Will

Last updated:

June 22, 2026