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Every DokuDocs plan securely stores every kind of document. What sets our Family and Legacy plans apart is what happens next — automatic notification and vault access for the people who need it, exactly when they need it.

Secure Document Storage

Your will, trust, power of attorney, healthcare directive, insurance policies, and emergency documents are among the most important things you'll ever create. Don't let them gather dust in a filing cabinet — or worse, get lost entirely. DokuDocs stores every document type securely in the cloud, organized by category, on every plan we offer.

Wills & Trusts

Upload your last will and testament, living trusts, and any amendments. Stored encrypted and organized.

Power of Attorney & Healthcare Directives

Who speaks for you if you can't? Ensure those documents are instantly accessible to the people who need them.

Financial & Property Records

Life insurance policies, investment accounts, property deeds, and beneficiary designations — all in one secure place.

Recommended Documents to Upload
📄
Last Will & Testament
Primary estate document
Required
🏛️
Living Trust
Avoids probate
Recommended
⚖️
Power of Attorney
Financial & legal decisions
Recommended
🏥
Healthcare Directive
Medical decisions
Recommended
🏠
Property Deeds
Real estate ownership
Optional
💼
Life Insurance Policies
Beneficiary claims
Optional
See Plans & Storage →
Emergency Document Checklist
Passports & Government IDs
Social Security Cards
Homeowner & Auto Insurance
Bank Account Information
Medical Records & Prescriptions
Vehicle Titles & Registration
Birth & Marriage Certificates

Emergency Document Access

Hurricanes. Wildfires. Floods. Accidents. Disasters don't announce themselves — and in their aftermath, the last thing you want is to be searching for your passport, insurance card, or deed to your home.

DokuDocs keeps your most critical documents securely backed up in the cloud and accessible from any device, anywhere in the world — on every plan, starting at $19.95/year.

See Plans — from $19.95/yr Ask a Question

The Auto-Alert Notification System

This is what actually sets DokuDocs apart from ordinary cloud storage — a fully automated system that monitors your status and notifies your designated recipients so your loved ones never have to wonder what to do, or even know where to look.

Monthly — Automated Check

Status Verification via Government Records

Once per month, our system automatically verifies account holder status through public government records. This happens silently in the background — no action required from you.

If Status Change Detected

Notification Protocol Initiates

Your designated recipient(s) — 1 on the Family plan, up to 20 on Legacy — are immediately contacted via email, text message, and U.S. postal mail. Notifications continue weekly until access is confirmed or rejected.

4–5 Day Approval Window

Owner Verification Period

Before any documents are released, a mandatory 4–5 day window allows the account holder (or estate) to deny the request. Recipients can also opt for our Express service to expedite verification.

Access Granted

Recipients Securely Access Documents

Each recipient receives a secure link to access only the documents you've designated for them. Access logs are kept for full transparency and legal protection.

This entire system is included on the Family and Legacy plans. Essentials is storage-only — you share vault access directly with whoever needs it, on your own schedule.

Compare Family & Legacy →

You Control Who Gets Access

DokuDocs puts you in complete control. Before a single document is ever shared, you define exactly who receives access, under what conditions, and with what requirements.

👨‍👩‍👧‍👦

1 Recipient on Family, Up to 20 on Legacy

Add parents, siblings, children, friends, attorneys — anyone you trust. Each person gets their own contact record with name, address, phone, and email.

🔔

Real-Time Attempt Alerts

Any time someone attempts to access your account, you are immediately notified via email and text message — giving you full visibility and control.

🗂️

Choose Per-Document Access

Give each recipient access to all your documents, or hand-pick specific ones — perfect for keeping certain financial or legal records private to just one person.

📋 Access Configuration Example
Designated Recipients
SJ
Sarah Johnson
Daughter
Full Access
MW
Mark Williams, Esq.
Attorney
2 of 5 Documents
TJ
Thomas Johnson
Son
Full Access
⚙️ Access Requirements
✓ 4-day delay  |  ✓ Owner notified on attempt

Keep Your Professionals in the Loop

On the Legacy plan, add up to 5 Vendors of Record — the attorney, CPA, financial advisor, or insurance agent who helped you get organized. Recipients see their contact information the moment your vault is accessed.

⚖️
Estate Planning Attorney
Handles probate, will execution, and legal filings
📊
CPA / Accountant
Final tax filings and financial account guidance
💰
Financial Advisor
Investment accounts and beneficiary transfers
🛡️
Insurance Agent
Life insurance claims and policy questions

Ready to protect your documents?

Choose the plan that fits your needs. Setup takes under 10 minutes.