What Documents Should I Upload?
Starting to build your document vault can feel a little overwhelming.The good news is that Paige can walk you through it, and you don't have to do everything at once. This guide highlights the documents worth prioritising first, and gives you a sense of what else you can add over time.
Not sure where to find these tools in Paige? Head to the Documents page and click Get Started to launch the Essential Setup wizard — it will guide you through uploading the most important items, step by step. You can save your progress and come back anytime.
Table of Contents
Start Here: Your Essential Documents
What Else Can You Upload?
A Note on Getting Started
Common Questions
Start Here: Your Essential Documents
These six documents are the foundation of your plan. They're the ones your loved ones are most likely to need first, and most likely to struggle to find, if something happens to you. You’ll want to tackle these before anything else.
1. Photo ID
Your driver's license, passport, or other state ID. Uploading the front and back of your primary ID gives your loved ones something they may need when settling your affairs or acting on your behalf. It's one of those small things that can make a big difference later.
2. Your Will
If you already have a will, upload a digital copy here for reference. Your loved ones can then access it easily when they need it, without having to search through physical files.
Don't have a will yet? Paige can be a helpful starting point. You can use the built-in Will Builder to create one — it typically takes 10–15 minutes, and the finished document is automatically saved to your vault under Finance & Tax > Last Will and Testament.
"Learn how to create your will"
3. Life Insurance Policy
Upload your life insurance policy documentation here so your beneficiaries know it exists and can locate it easily. If you have more than one policy, you can upload them all. It's worth noting that many life insurance claims go unclaimed simply because families didn't know a policy existed. Having it stored here can help prevent that.
4. Health Insurance Card
A scan or photo of the front and back of your health insurance card gives your loved ones and care providers the information they'd need in a medical emergency or while managing your affairs.
5. Health Care Proxy / Medical Power of Attorney
This document designates someone to make medical decisions on your behalf if you're unable to do so yourself. If you have one, uploading it here means it can be found and acted on quickly when it matters most.
A Health Care Proxy and a Medical Power of Attorney can serve similar purposes but may differ depending on your state. If you're unsure which you have — or whether you need to create one — speak with a local attorney or your primary care provider.
6. Child Guardianship Documents
If you have children and have legally designated a guardian, upload the relevant documents here. This can be part of your will or a separate legal document. If you haven't yet made this designation, the Paige will builder can help you document that decision.
What Else Can You Upload?
Once you've worked through the essentials, Paige gives you space to store a much broader picture of your life and affairs. Your documents are organised into nine categories — here's a helpful overview of what each one can hold.
You don't need to fill everything in at once. Think of each category as a drawer you can open and add to over time. Even partial information can be enormously helpful to the people you leave behind.
Children & Dependents
This category can include things like birth certificates, adoption papers, custody agreements, school records, and any legal documents related to the care of a child or dependent. If something happened to you, these are the documents that help others step in and care for the people who rely on you.
Medical
Beyond the health insurance card and medical POA from your essential setup, this section can hold things like vaccination records, a list of current medications and dosages, details about care providers, and any advance care directives such as a living will or DNR. Even a few details here can make a meaningful difference in an emergency.
Finance & Tax
One of the more expansive categories, and one of the most important. This can include recent bank statements, a list of accounts and recurring charges, retirement account details, tax returns, trust documents, and a Durable Financial Power of Attorney. Think of it as a financial roadmap for the people who may need to manage your affairs.
Insurance
Beyond life insurance, this section is a good home for health, home, auto, and any other coverage you carry. Storing policy numbers and provider contact information here means your family won't have to dig through old emails or filing cabinets to find what they need.
Housing & Vehicles
This can include property deeds, mortgage documents, lease agreements, vehicle titles, care instructions and more. If you own property or a vehicle, this is where to keep the paperwork that proves it and governs it.
Business Ownership
If you own a business or have a side hustle, this section is worth using. You can store things like operating agreements, partnership documents, and business licenses here. Paige also has a dedicated Business section where you can log key details about your business.
"Learn more about the Business section"
Funeral & Burial Preferences
This section isn't just for organizing info, it can help you define your wishes. You can upload any pre-planned arrangement paperwork, but you can also fill out Paige's built-in funeral wishes worksheet to capture your preferences for services, announcements, and final arrangements. Doing so can spare your loved ones from having to make difficult guesses at a hard time.
Pets
If you have pets, this section can hold instructions and documentation related to their care. It's a small thing that can mean a lot for the animals, and the people, who depend on you.
A Note on Getting Started
You don't have to have every document ready before you begin. Upload what you have today, and make a list of what you need to find or create to round out your plan later. Even an incomplete vault is more helpful than an empty one. Paige will always show you your progress so you know what's left to add.
The Essential Setup wizard on the Documents page is designed to make the first steps feel manageable. It walks you through uploading the six most important items, lets you skip anything you're not ready for, and saves your progress automatically so you can return whenever you're ready.
Common Questions
"What file types can I upload?"
Paige accepts standard document and image formats. A best practice is to upload PDFs for multi-page documents like wills or policies, and JPEG or PNG files for things like ID cards or insurance cards.
"Can I share documents with specific people?"
Yes. Once a document is uploaded, you can choose to share it with your delegates or specific contacts. This is a great way to make sure the right people can access the right documents when they need them.
"Learn more about sharing documents"
"What if I don't have a document yet — like a will?"
No problem. For the will, Paige has a built-in will creation tool you can use right from your account. For other documents you haven't created yet, you can skip those steps and come back when you're ready. The goal is progress, not perfection. If you’re not sure how to create a document, or if you’re not sure if you need it, check out our blog, or speak to an attorney.
"Is my information safe?"
Yes. Paige uses bank-grade encryption and multi-factor authentication to protect everything you store.