This type of planning can feel intimidating, so we have tried to make the whole process as easy as possible. When you first set-up your Legado account, you can set up professionals to assist you with your documentation upload. We recommend discussing this option with your Financial Adviser to further understand how they can assist with your document upload (of all libraries, not just your Financial Advisory documents). You will likely also choose to upload documents to Legado yourself. There are two options to uploading documents: the ‘Upload File’ button on your main dashboard and locating the individual folder you wish to upload your document to. Plus the ‘snap and shoot’ if you access through a mobile phone.You can even connect with businesses you interact with, automatically bringing key documents to your vault from these organisations.