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How to Upload Your Will to Paige

If you already have a will, uploading it to Paige can be viewed as one of the most meaningful things you can do for your loved ones because, when the time comes, they'll know exactly where to find it. No searching through filing cabinets, no uncertainty.

This article walks you through how to upload your existing will to your Paige profile.

Table of Contents

Before You Upload 
Two Ways to Upload Your Will 
After You Upload
Common Questions

 Don't have a will yet? No worries — Paige has a built-in will builder that walks you through creating one in about 15 minutes. "Create your will using Paige's Will Builder." Once complete, your will is automatically saved to your document vault. 

Before You Upload 

A best practice is to have your will saved as a digital file before you begin. Either scanning or uploading a file will work equally well. A few things worth keeping in mind:

  • Your upload is stored securely in your digital vault, under Finance & Tax > Last Will and Testament
  • You can upload multiple files if your will spans more than one document
  • You can come back and update your upload at any time

A digital copy is for safekeeping — it's not a substitute for the signed paper original. Only the physical copy is admissible in legal circumstances. A best practice is to store your signed, notarized paper copy somewhere secure, and let your delegates know where to find it.  

Two Ways to Upload Your Will 

 There are two places in Paige where you can upload your existing will. Both go to the same secure location in your vault, it's just a matter of which path feels more natural to you. 

Option 1: Through the Essential Setup Wizard 

The Essential Setup wizard is the guided experience Paige offers to help you get your most important documents in one place. Uploading your will is Step 2 of 6.

  1. From the main navigation, go to Documents
  2. Click Get Started (or Continue Setup if you've already begun)
  3. Complete or skip Step 1: Personal Information, then click Continue →
  4. On Step 2: Will, select "Upload Your Existing Will"
  5. Drag your file into the drop zone, or click Choose Files to browse your device
  6. Once your file appears, click Continue → to move to the next step — or Save & Exit if you'd like to finish the rest of the setup later

You'll see a confirmation once your file is saved. You can return to update or replace it at any time. 

 Option 2: Directly from the Documents Page 

Prefer to skip the wizard and go straight to your document library? You can upload your will directly from the By Category view.

  1. Go to Documents in the main navigation
  2. Make sure you're on the By Category tab (it's selected by default)
  3. Find the Start Here: Essential Documents category and expand it
  4. Locate Last Will and Testament in the list
  5. Click the upload icon (↑) next to it
  6. Select your file and confirm the upload

After You Upload

Once your will is uploaded, it lives in your secure vault under Finance & Tax > Last Will and Testament, right where your loved ones and delegates can find it when they need it most.

From there, you’ll want to:

  • Share it with a delegate — you can grant specific contacts access to this document so they have access to it either now, or upon your passing.
    Learn how to share documents with a contact
  • Note where your signed paper copy is stored — a best practice is to record the physical location of your original will in your Personal Information form, so nothing gets lost
  • Keep it current — life changes. A best practice is to revisit your will after major milestones like marriage, the birth of a child, or a significant change in assets

Have questions about what a will can cover? Things like naming an executor, designating beneficiaries, and making provisions for children or dependents are all areas a will can address.
What Is a Will and What Can It Cover?

Common Questions

"What file types can I upload?"

Paige supports common document formats. A PDF is generally useful for sharing and storing legal documents, and scanned images can also work.

"Can I upload more than one file?"

Yes, the drop zone supports multiple files. This can be helpful if your will includes separate attachments or exhibits.

"What if I want to replace my will with a newer version?"

You can return to Documents > By Category > Start Here: Essential Documents at any time and upload a new file. It's a good idea to remove outdated versions to avoid any confusion.

"My will was created by an attorney, can I still upload it here?"

Absolutely. Paige is a secure place to store any will, whether it was created using our Will Builder, drafted by an attorney, or created using another service. Uploading it here means your loved ones will always know where to find it.