EstateAssist—Document Management — Estate document management screen for EstateAssist

Estate documents in EstateAssist, part of the estate details stage. The executor works through a numbered list of documents, from birth certificate and driver’s license to passport, death certificate and other, each with a small progress bar.

Selecting one opens its panel: a dashed area to attach the file, then the document’s details in a form, with Edit Details to change them. For a birth certificate, that means the person’s details followed by collapsible sections for the mother and the father.