Upload Documents

Use this page to securely send documents requested by the Goldtree Estate Planning team. If we need additional information during your planning process, you can return here anytime to upload it.

If you are unsure whether a document is needed, contact us before uploading it.

Secure Document Upload

Use this form to send requested documents or information to the Goldtree Financial Group team. Please provide your contact information, select what the documents relate to, and upload the requested files below.

If you are unsure what to upload, contact our team before submitting. Please do not send passwords or login credentials through this form.

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Goldtree Estate Planning provides estate planning education, coordination, and implementation support. Goldtree Estate Planning is not a law firm and does not provide legal or tax advice. Estate planning documents are attorney drafted through an independent document preparation provider. Individual circumstances and state laws vary. When legal or tax advice is needed, clients should consult an appropriately licensed attorney or tax professional.