Digital Suite

Every document your family
will go looking for

Digital Suite is the document vault inside Legacy Suite. Upload the paperwork that matters, keep it organized and searchable, and decide — file by file, person by person — who can open it now and who only gains access after your passing.

Open Digital Suite
Search, sort, filterPer-person access

A vault that behaves like a filing cabinet, not a black box

Digital Suite holds the documents an executor would otherwise have to hunt for — deeds, policies, IDs, business records, everything in between. It is a working library, not an archive you seal and forget: you can add, open, rename, and remove documents whenever you like, and the list stays searchable as it grows.

Upload and organize

Add documents through a guided flow and file them into categories. Uploading is part of a Premium plan; the rest of the vault — viewing, organizing, sharing what is already there — stays available to you.

Find it in seconds

Search by name, sort by most recent, oldest, or alphabetically, and filter down to a single category. The vault is designed to answer the question your family will actually be asking.

Open without downloading a copy

Documents are viewed through a signed link generated on request, so a file is not sitting on a public URL waiting to be stumbled across.

Rename and delete

A document named scan_0043.pdf helps nobody. Rename anything at any time, and remove documents you no longer want stored.

Share per email address

Grant access to one person by email, for one document, with its own timing. Sharing is a decision you make per file, not a blanket setting across the vault.

Change your mind

Update someone's permission or revoke their access entirely. Nothing you share is a one-way door.

The decision that matters most

Share now, or share after my passing

Every time you share a document, you pick one of two timings. It is the same share dialog and the same recipient email — what changes is when that person can open the file. Getting this split right is most of what makes a vault useful to the people you leave it to.

Share now

They can open it today

Access begins immediately. The recipient signs in and the document appears in what has been shared with them.

Access open

Good for

  • A spouse who needs the insurance policy this week
  • An accountant working through business records
  • The adult child helping you manage a property
Share after my passing

It waits until it is needed

The recipient is recorded against the document now, but cannot open it while you are living. Access is released through the Claim Property process — reviewed by a person, not fired by a timer.

Access held

Good for

  • The will and probate paperwork your executor will need
  • Identity documents that should not circulate early
  • Anything you want on file but not in circulation yet

Sharing inside Legacy Suite covers two things: files and passwords. Shared Resources shows both directions — what you have shared and what others have shared with you — with the counts split by now versus after passing. See how a claim is reviewed.

How after-my-passing access is actually released

There is no timer, no inactivity countdown, and no automatic switch. A person reviews the claim, because the alternative is a machine guessing about a death.

01

You mark the timing while you are living

In the share dialog You share a document with someone's email and choose after my passing. Nothing about their access changes yet, and you can revoke or amend it any time.

Shared · after my passing

Recorded, not yet accessible

02

Your executor files a claim

Claim Property The person you named as digital executor sees your estate listed and submits the required paperwork — death certificate, will, probate documents, photo ID, and a transfer letter.

1

Five documents required

Uploaded through a signed link

03

A person reviews it

Roughly 30 days The claim moves from pending to processing while an administrator checks it. This takes time on purpose. A review that can say no is the only thing standing between your documents and someone who should not have them.

04

Access opens, or it does not

Approved or rejected An approved claim releases what you marked for after your passing and locks the claim form. A rejected one changes nothing. Either way, the outcome is a decision somebody made and can account for.

Three ways in

Guided uploads, so nothing lands untitled and uncategorized

Uploading a document is not just moving bytes. Digital Suite asks the few questions that make a file findable later, and the answers differ depending on what you are filing. Uploads require a Premium plan.

General

General files

The direct route for everything that does not need a specialised form — statements, letters, certificates, receipts, appraisals. Pick the file, name it, categorize it, done.

Single-step upload

Identity

ID documents

A four-step wizard for identity paperwork, where the type you choose maps onto a real category in the vault so the document is filed correctly rather than dumped in a general pile.

Four-step wizard

Business

Business documents

A four-step wizard for company records — the paperwork that proves ownership and obligation, and the paperwork a family is least equipped to reconstruct without help.

Four-step wizard

What Digital Suite is, and what it is not

We would rather you understand the boundaries now than discover them later. This is the honest description of the product as it exists.

What it does

  • Stores documents you upload, with full control to view, rename, and delete them
  • Searches, sorts, and filters your documents by category
  • Shares an individual document with a specific email address
  • Marks each share as available now or after your passing
  • Updates a recipient's permission or revokes their access entirely
  • Shows both directions of sharing in Shared Resources, split by timing
  • Opens documents through signed links generated when you ask for them

What it does not do

  • Encrypt your documents — this is organized, access-controlled storage, not a cryptographic vault
  • Release anything automatically on a timer, inactivity countdown, or death trigger
  • Share every asset class — sharing covers files and passwords, not everything in the platform
  • Verify, certify, or legally validate the documents you upload
  • Replace the originals — keep hard copies of anything that must be produced in original form

In practice

What people actually put in it

There is no correct list. But the documents that cause the most trouble when missing tend to fall into a few groups, and starting there beats starting with nothing.

Property & assets

  • Deeds and titles
  • Mortgage and loan paperwork
  • Vehicle registrations
  • Appraisals and valuations

Identity & vital records

  • Passport and driver's licence
  • Birth and marriage certificates
  • Social security documentation
  • Citizenship or residency papers

Financial & insurance

  • Policy documents and schedules
  • Account statements
  • Tax filings
  • Pension and retirement paperwork

Business

  • Operating agreements
  • Incorporation documents
  • Partnership and buy-sell agreements
  • Key contracts and leases

Where Digital Suite sits in the rest of the platform

The vault is one part of a larger record. These are the pieces it connects to most directly.

LegacyPass

Documents are one half of what an executor needs. Account logins are the other. LegacyPass records them with the same per-person, now-or-after-passing sharing model.

See LegacyPass

Claim Property

The human-reviewed process that releases after-my-passing access. Worth understanding before you rely on it — including what your executor will have to produce.

How claiming works

Stop keeping it
in a drawer somewhere

Upload the documents your family would struggle to find, and decide who gets to open each one — now, or after you are gone.

Get startedTalk to us

Uploads require a Premium plan. Documents are stored and access-controlled, not encrypted.

Digital Suite questions

What the vault does, how sharing works, and what it deliberately does not do.

Digital Suite is the document vault inside Legacy Suite. You upload the paperwork that matters — deeds, policies, identity documents, business records — and it becomes a searchable, categorized library that you control. Each document can be viewed, renamed, deleted, or shared with a specific person, and every share carries its own timing.
No, and we prefer to say so plainly rather than let a padlock icon imply otherwise. Digital Suite is organized, access-controlled storage: documents are held against your account, opened through signed links generated on request, and visible to someone else only when you have shared them. There is no cryptographic key held only by you. Treat it as a well-run filing system rather than a sealed safe, and keep anything whose exposure would be catastrophic on its own in dedicated tooling built for that purpose.
You enter an email address and choose a timing. The person is then recorded against that specific document. If you chose now, they can sign in and open it. If you chose after my passing, they are on the list but cannot open anything until access is released through the Claim Property process. Sharing is per document and per person, not a single switch across the whole vault.
Timing, and nothing else. Share now grants access immediately and suits anyone who needs the document while you are alive — a spouse, an accountant, a family member helping you manage something. Share after my passing records the recipient without giving them access, and suits documents that should reach your executor eventually but should not be circulating today, such as probate paperwork or identity records.
Through Claim Property, which is a manual, document-based, human-reviewed process. Your registered digital executor sees your estate listed, uploads five required documents — death certificate, will, probate documents, photo ID, and a transfer letter — and submits a claim. The claim moves from pending to processing while an administrator reviews it, typically over about thirty days, and ends as approved or rejected.
No. There is no dead man's switch, no countdown that fires if you stop logging in, and no automated death detection. We consider that a feature rather than a gap: a timer cannot tell the difference between a death and a long holiday, and the consequences of getting that wrong run in both directions. A person reviews the claim, and a review that can say no is what protects your documents.
Yes. You can update a recipient's permission or revoke their access entirely, for any document, at any time. Nothing you share is permanent by default.
Uploading documents requires a Premium plan. Organizing, viewing, and managing sharing for what is already in your vault is part of using the account.
General files is the direct route for ordinary documents — pick the file, name it, categorize it. ID documents and business documents are four-step wizards that ask a few extra questions and map the type you select onto a real category in the vault, so identity and company paperwork is filed correctly rather than landing in a general pile.
Search by name, sort by most recent, oldest, or alphabetically, and filter by category. Those controls exist because a vault that is hard to search is functionally the same as a drawer nobody can open, and because the person searching may not be you.
No. Sharing covers two asset classes: files and passwords. Other parts of the platform, such as recorded messages, use separate mechanisms. Shared Resources gives you both directions of file and password sharing in one place — what you have shared and what has been shared with you — with counts split by now versus after passing.
Yes. Digital Suite stores copies so your family can find, read, and act on what you left behind. It does not certify, verify, or legally validate anything you upload, and some documents must still be produced in original form. Keep the originals somewhere your executor can reach, and use the vault to make sure they know what exists and where it is.