The most common thing we hear when people start thinking about legacy planning is some version of: “I don’t even know where to begin.” They understand the importance of having the right documents in place. They know their family will one day need them. But the sheer scope of it — the forms, the records, the decisions — stops a lot of people before they ever get started.
Paige’s redesigned Documents tool is built around that insight. Rather than presenting an overwhelming checklist of everything a family might ever need, it gives members a manageable on-ramp: upload what applies to you, skip what doesn’t, and end up with an organized record your loved ones can genuinely use.
Here’s what new:
- A manageable starting checklist
Members begin with a focused set of uploads and fillable forms — the first things a family would actually need after a passing, not a comprehensive inventory that triggers analysis paralysis. - Fillable guided forms
Smart prompts walk members through recording health information, end-of-life wishes, and other details their loved ones will be glad to have — no blank page, no guesswork. - Category checklists
Organized across finances, health, legal, and more. Items that don’t apply can be hidden, so members always see a clean, relevant list — not an overwhelming one. In-product guidance
When members realize they’re missing a document, there’s a clear path to creating it — wills, guardianship designations, final wishes, and more — right inside Paige.- Streamlined family sharing
Members are prompted to bring in a trusted family member right away — creating the multigenerational connections that strengthen your relationship with the whole household.
Legacy planning works best when it happens before it’s urgent. The new Documents experience is designed to make that easy — and to keep the whole family connected around the documents that matter most when it counts.
Ready to get your documents in order? Start with Paige today.
