Your legacy is more than just legal, financial, and insurance documents, it’s the story of your life. It includes family memories, cherished photos, meaningful videos, and everything you want your loved ones to remember you by. It’s a collection of everything that defines you and ensures your story lives on, giving your family a heartfelt connection to you even after you’re gone.

DocuGuardian simplifies organization by allowing you to categorize your documents and memories in one secure location. With features like the Legacy Health Score and AI-driven reminders, you’ll have an organized, complete record of your important information. 

Absolutely! You can easily add or delete documents at any time, ensuring your records stay current as life events happen.

Yes! DocuGuardian is fully accessible on desktop, providing a secure, seamless experience for uploading, organizing, and managing your important documents.

Currently, on mobile devices, you can sign up and access your account, with document uploading and viewing features coming soon! Our team is actively working on enhancing the mobile experience to ensure you can securely manage your legacy effortlessly from any device.

If you decide to cancel, your documents and content will remain secure until your membership period ends, after which it will be removed from our system in accordance with our data privacy policy.

DocuGuardian is purpose-built for legacy and estate planning, offering features far beyond general cloud storage providers like Google Drive or Dropbox. While those platforms provide secure storage and sharing, DocuGuardian is designed specifically to organize, protect, and manage critical documents for your family’s future.

Here’s how we stand apart:

• Pre-Defined Folders and Organization: DocuGuardian simplifies setup with pre-defined folders tailored for estate and legacy planning, such as Wills, Life Insurance, and Personal Memories like Photos and Videos. No more guessing where documents belong as our structure ensures clarity and accessibility.
• Legacy Health Score (patent pending): A unique feature that evaluates the completeness of your legacy planning, guiding you to fill gaps and achieve peace of mind. This personalized score helps ensure that critical elements are not overlooked.
• Critical Notifications: Stay informed with reminders and alerts for updating or reviewing documents. DocuGuardian helps ensure your plans stay current and relevant as life changes.
• Private, Encrypted Environment: Your data is stored in a fully private and encrypted space designed exclusively for sensitive legacy and estate information with no clutter, no distractions, or risk of accidental oversharing.
• Recommendor System: Receive insights and guidance to improve your estate planning, from legal to financial aspects, all within a single platform.

DocuGuardian is more than storage: it’s a comprehensive solution to ensure your family is prepared, supported, and connected when it matters most.

Your Designee is a trusted person you select during the DocuGuardian onboarding process to play a vital role in safeguarding your legacy. This individual is responsible for reporting your passing and is the only person granted access to your securely stored content. By choosing a Designee, you ensure that your end-of-life documents, cherished memories, and important information are safely and respectfully transferred to this person and thereafter to your loved ones.

More than just a custodian of documents, your Designee becomes the steward of your memory, ensuring your values, stories, and personal messages are carried forward. This choice brings peace of mind, knowing your family will not only have access to everything they need to honor your wishes but also the heartfelt reminders of your love, guidance, and legacy to carry on for generations to come.

We take your privacy seriously. DocuGuardian uses advanced encryption to safeguard your documents, ensuring they remain secure and private. We follow strict privacy policies, and only you and the trusted contact you explicitly choose can access your information.

Importantly, no one at DocuGuardian has access to or visibility into your content. Your data is fully encrypted, even to us, so you can have complete confidence that your personal and sensitive information remains yours alone.

Definitely. DocuGuardian is designed to help anyone who wants to manage and secure their important documents, regardless of estate size. It’s about providing peace of mind and easy access to essential information, both for you and your loved ones.

DocuGuardian offers legacy access features, allowing you to assign a trusted contact who will gain access according to your preferences. You can choose how and when they’ll be able to see your documents, ensuring everything is handled according to your wishes.

DocuGuardian partners with professionals, offering white-label solutions that allow them to provide our secure, organized document management services directly to their clients. This way, professionals can enhance their own services by giving clients a powerful tool for managing and protecting important documents.

Yes! DocuGuardian is secure. All data is encrypted at rest and in transit. Access controls ensure only Members can view their information, and our system undergoes regular audits to maintain the highest security standards.. Sharing access is entirely up to you, it can be kept solely for yourself, or you can choose to share it with a trusted contact, but only if you select that option. Learn more here

You can store a wide range of digital content, including essential documents like wills, trusts, financial records, insurance policies, medical directives, and identification documents. DocuGuardian also supports the storage of personal memories and wishes and family heirlooms, such as recipes, photos, videos, farewell messages, and even a ‘tell your story’ section, preserving your legacy in both practical and meaningful ways.

Yes! DocuGuardian is designed for simplicity, making it easy for people of all tech levels to navigate. The platform features a clean, user-friendly interface with clear instructions,  and a straightforward dashboard that ensures they can securely store and access documents with confidence. No tech expertise required!

DocuGuardian makes document management effortless. You can upload files with just a few clicks, use customizable folders to stay organized, and search instantly to find what you need. Our smart categorization and tagging features help ensure that critical documents are always easy to locate, reducing stress and saving time.

Not at all. While you can upload documents, it’s not required. DocuGuardian offers secure, easy-to-use fields where you can simply enter important information, like account details, contacts, instructions, and personal notes, directly into the platform. This way, your loved ones have everything they need, even if you don’t upload a single file.