To settle the estate, your executor must be able to put their hands on original legal documents; copies will not suffice for probate and most other transactions.
Click the Documents tab.
Click the + sign beside each type of document that applies. Fill in the location of the original documents; other
fields are optional.
Other than the Will, add as many of any type of document as needed. There should be only one Last Will and Testament. If you have another Will, to cover foreign property in another jurisdiction for example, use “Other Documents” to add it.
Data saves automatically.
To print the Documents Summary, click “Generate Report” on the top right, click “Print” and pop a hard copy into your Will file.
QE is purposefully not in the business of document storage. Secure document storage providers, such as Drop Box, Google Drive and others allow for document sharing and updating amongst relevant parties.