What Documents Should I Upload First?

Which documents should I upload first?

It can feel overwhelming to decide where to begin. The good news is that you do not have to upload everything in one sitting. Focus on the documents that would matter most in the first 48 hours of an emergency.

Start with identification and access

• Passports and driver’s licenses for adults in the household.
• Birth certificates and Social Security cards.
• Any immigration or citizenship documents.

Then upload protection documents

• Life insurance policies and beneficiary pages.
• Health insurance cards and policy summaries.
• Homeowners or renters insurance policies.
• Auto insurance policies.

Estate and decision-making documents

• Last will and testament.
• Living trust documents.
• Financial and medical powers of attorney.
• Healthcare directives or living wills.

Home and property records

• Home deed and closing documents.
• Mortgage, refinance, or lease agreements.
• Vehicle titles.

Once these foundations are in place, you can add business documents, digital asset instructions, and personal letters or legacy messages.