Estate Kit
In partnership withCARP

Exclusive CARP Member Offer

Estate planning made simple and secure.

Welcome, CARP members. Estate Kit is a simple, secure way to help your family step in with confidence if something unexpected happens to you.

CARP Members Save 20%

Enter your CARP Membership ID at checkout to claim your offer.

Older couple smiling together, at ease about their estate plan
  • Institutional-grade security
  • 256-bit encryption
  • SOC 2 + PIPEDA aligned
  • CARP Approved

Built for families

Trusted. Secure. Built with Care.

We designed Estate Kit to feel as approachable as a conversation with a trusted advisor, and as secure as your bank.

Easy & Intuitive

Step-by-step instructions anyone can follow. No legal background required.

Professional & Personalized

Estate planning tools shaped to your family's unique situation, not generic templates.

Private & Secure

256-bit encryption keeps your information safe, private, and under your control.

In their words

Trusted by families and professionals

Real reflections from the people who used Estate Kit to organize their estate and give their families peace of mind.

Member story

Estate Kit is the first product I've seen that is designed by experts to understand your tax structure while also being extremely simple to use. If the worst happens, my loved ones will be much better equipped to make sense of my affairs.

Jonathan F.

Tax Lawyer and Insurance Specialist

Member story

I thought I had things organized. My will and Power of Attorney are done, my executors know where to find them, my documents are in one place, and my children and I have had frank talks about my final wishes. But Estate Kit showed me how much more there was to do to make sure what I have worked for is handed over to the people I love. I am so impressed. The site is easy to use, leaves no stone unturned, and I look forward to finishing it knowing I have an excellent guide.

Marguerite O.

Executive Leadership Coach and Global Speaker

Claim your CARP Exclusive Discount

Get Your Estate Kit

Enter your CARP Membership ID at checkout to claim your offer.

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Free 2-minute assessment

Find out if your estate plan has gaps

Take the free assessment

Answer 12 quick questions to understand how prepared your family would be if something happened to you, and how to fix it.