Storing Documents in EstateCopilot

Each estate has it's own secure area to store documents. You can upload the file, give it a friendly name and link it to the estate, or optionally one of the assets, debts or beneficiaries.

This makes it easy to share documents securely with co-executors and ensures they're kept safe.

Documents that it may be useful to add:

• Will and codicils
• Death Certificate
• Title deeds to property
• Bank statements showing date of death balances
• Debt statements
• Expense invoices
• Anything else you need to store related to the estate