The Estate documents page

Estate documents is a Premium page. It holds the will, trust, living will, and other papers, so anyone who can open the estate can download them.

The table lists each file, with Download and Preview on the row. Add document is there for an estate administrator. A collaborator or a read-only person sees the list without that button. Table and Cards switch the layout. Table is a list you can sort. Cards show a preview thumbnail when the file is an image or a PDF.

Each row shows:

• The document title, and under it the file name and size
• Kind, such as will, trust, living will, amendment or codicil, power of attorney, healthcare directive, deed or title, account or tax statement, or other
• Document date, the date on the paper itself
• Uploaded, when the file was added, and who uploaded it

Download saves the file. Preview opens an image or a PDF in the page. The menu on a row the administrator can change offers edit and remove. Editing changes the title, kind, date, and notes. The file itself stays the same.