Uploading Documents for Clients (Concierge Model)

Many clients will not upload documents themselves. In a concierge model, you upload and organize documents on their behalf. Done correctly, this increases completion rate and retention.

What to collect first (minimum viable vault)

• Government ID (as appropriate)
• Estate documents (will, trust, POA, healthcare directive)
• Insurance policies
• Property documents (deed, mortgage, title/closing docs)
• Emergency contacts and key instructions

How to upload efficiently

• Upload in batches (don’t do one file at a time if you can avoid it).
• Use consistent naming: LastName_FirstName – DocType – Date.
• Replace outdated versions rather than stacking duplicates.

What to do after uploading

• Confirm recipients are added
• Confirm delivery is configured
• Schedule a short “vault review” call so the client understands what’s stored