Guided estate planning for Canadians
Give your heirs clarity, not chaos.
Estate Kit organizes your important information and documents, guides you through key decisions, and gives your family a clear roadmap when they need to step in.
Get your life organized now. Make it easier for your family later.
Estate planning vs. estate readiness
A Will says what you want done. It can't say where to find it.
Your legal documents are the tip of the iceberg. Below the surface sits everything your family would need: accounts, insurance, passwords, contacts, instructions, and more.
Estate readiness means putting it all together, so the right decisions are made now and the right people can act later.
Wherever you're starting, Estate Kit shows you what comes next.
No Will yet?
Estate Kit helps you work through the decisions, organize what you'll need, and prepare for the legal process.
Will & POAs in place?
Estate Kit organizes what your documents can't hold and prepares the people who may need to act.
What Estate Kit does
Organize. Decide. Control. Prepare.
1Organize
Bring together your accounts, property, documents, contacts, wishes and other important information.
2Decide
Use guided tools to work through the decisions that shape your estate plan.
3Control
Choose who can access each piece of information, and when.
4Prepare
Give the people you've chosen the information and step-by-step guidance they'll need if they ever have to act.
Immediate value
One place for the life you're managing today. And a plan someone else can follow later.
Estate Kit replaces scattered folders, documents and information with one organized system you can actually use in everyday life.
Your home
Every service provider, their contact information, and the maintenance and access instructions that currently live only in phones and memories.
Your health
Current medications and the ones you don't tolerate, your history ready for every appointment, and each doctor, specialist and pharmacy contact.
Dependants and pets
Care details, schedules, and the portals and logins that keep their lives running.
Tax time
The slips, statements and receipts your accountant asks for, ready in one place.
An emergency
Grab your physical Estate Kit and go. Insurance policies, account details and everything else in your digital Kit stay securely accessible from any device, wherever you are.
When life changes
A new account, a new address, an updated Will: change it once and everything stays current.
See Estate Kit in action.
Your dashboard. Everything in one view.
17 categories. Every part of your estate, organized.
Express setup. The essentials in place, fast.
Scan with your phone. Paper becomes an upload in seconds.
Estate Planning Insights. Find your gaps, get a plan.
Who Gets What. Your beneficiary decisions, together.
Access settings. Who sees what, and when.
Physical portfolio. The originals, in one place.
Swipe or use the arrows to explore all eight
Future family value
The plan you build today becomes the roadmap they follow later.
Naming someone as your executor or Power of Attorney is an act of trust. Knowing what to actually do is the part that weighs on them. Everyone you name to a role receives their own dashboard: a plain-language, step-by-step guide organized around what matters first.
First 48 hours
Immediate priorities and information.
First weeks and months
Notifications, formal authority, probate and building the estate inventory.
The months that follow
Taxes, debts, property, distributions and the remaining work.
Estate Kit is exactly the product for assembling and building an estate portfolio for my parents and myself... Having everything compiled in one location is worth its weight in gold.
Cameron C.
Executor of his father's estate
Estate Kit vs. a binder or checklist
Why not just a binder or checklist?
Staying current
Making decisions
Reaching your family
When they need to act
In their words
Trusted by families and professionals
Real reflections from people who use Estate Kit to organize their estate and give their families peace of mind.
I thought having a will and Powers of Attorney meant I was all set. I'm so glad I had Estate Kit to guide me through all the steps, decisions and practical matters. It gave me peace of mind knowing I've done everything I can to make things easier for my family.
Stacey R.
Mother of 3
I thought I had things organized. Estate Kit showed me how much more there was to do to make sure what I've worked for reaches the people I love. I am so impressed.
Marguerite O.
Entrepreneur, author and speaker
Trusted partnerships
Canada's largest advocacy association for older adults.
Partnered with Canada's leading online Will platform.
Not ready yet?
Find out how estate-ready you are.
Take the free Estate Readiness Assessment and get a personalized view of what's already in place, where the gaps are, and what to tackle first.
You can also compare executor, POA and guardian candidates with our scoring tools, or browse plain-language guides in the Knowledge Hub.
Give your heirs clarity, not chaos.
CAD $199 first year. Renews at $99/year.
Try Estate Kit risk-free for 30 days. Everything you add can be downloaded as one organized PDF at any time.