Keep source documents available for a secure human review, but do not upload them through the public checker, text them, or paste their contents into notes.
Updated 2026-07-21
This private portal provides educational routing, not legal or tax advice. We are not a court, government agency, or title company, and we do not determine ownership, authority, or legal eligibility.
Use a secure follow-up process
Identity, authority, notice at collection, retention, access, and secure storage should be established before documents are requested or accepted.
Frequently asked questions
Should I upload probate documents here?
No. Start with category-level answers. If documents are needed, an approved secure follow-up method should be coordinated.