Estate Kit Launches a Free 7-Day Trial for Canadians Ahead of Make a Will Month

Starting today, Canadians can try Estate Kit free for seven days, with no credit card required.

Too many families are left scrambling to find what they need at the worst possible moment. Estate Kit brings important documents, financial information, contacts and personal wishes together in one secure place. Its guided process helps families understand what's in place, identify what needs attention and give the people they trust a clearer path forward.

The trial launches alongside Will Insights, a new feature that helps make sense of the Will people already have. Upload a Will or take a photo of it, and Estate Kit extracts key details, explains them in plain language and flags anything worth a closer look.

Understand the Will you already have

Many Canadians make a Will and put it away, rarely looking at it again. But life changes. Relationships evolve, families grow, and the people named in a Will may no longer be the right choices.

Will Insights explains an existing Will in plain language, including who's named, who inherits what and the wishes it records. It also flags details worth a closer look, helping identify what may need to be revisited.

For other documents, there's Quick Fill. Upload or photograph a Power of Attorney, driver's licence or health card, and it can extract key details and file them in the appropriate place. The information can be reviewed before it's saved in Estate Kit. That means less time typing and more time for the decisions that matter.

Documents and information are kept together in one secure place, protected by institutional-grade security.

Estate Kit Will Insights explaining a Will in plain English and flagging a detail worth a closer look

No Will yet? Start with the decisions that matter

Making a Will can feel like a big task, especially when it's unclear where to begin. Before meeting with a lawyer or using an online Will service, there are decisions to think through: who to trust to act on your behalf, who to provide for and what should happen to your belongings.

Estate Kit helps break these questions down into manageable steps, making it easier to think through important decisions, gather the information needed and keep track of what's been decided.

Its tools include:

• Estate Insights: Answer 30 yes-or-no questions in under five minutes and see which estate planning decisions matter most for your family, finances and wishes, and why. Estate Kit's estate planning insights are reviewed by experienced Canadian estate lawyers.
• Help Me Choose: Compare up to three candidates side by side for the roles of executor, Power of Attorney and guardian, and weigh who is best suited to each.
• Who Gets What: Think through who to provide for and what they'd receive, from specific belongings to how the rest of the estate is distributed.
• Legal Onboarding Summary: Brings decisions together in one document to take to a lawyer, providing a starting point for a more efficient and informed conversation.

For those who choose to make their Will online, Estate Kit users can also save 20% with Willful.

What you can get done in seven days

The free trial offers a chance to make real progress, whether reviewing an existing Will or preparing to make one. Estate Kit guides the process one step at a time.

Get a plan built around your life

• Answer a few questions about family, property and finances to understand what matters most for your situation.
• Follow a personalized plan that lays out the next steps, so there's a clear place to begin.

Work through the decisions your Will depends on

• Work through each decision with Estate Insights, Help Me Choose, Who Gets What and the Legal Onboarding Summary, described above.

Organize what your family would need

• Upload or photograph a Will, Power of Attorney or ID, then review the details Estate Kit extracts.
• Keep information about accounts, insurance, property, digital accounts and final wishes together in one secure place.

Prepare the people you love

• Invite trusted people, including family, an executor, a business partner or an advisor, and choose what each person can see and when.
• Give the people named in the plan a roadmap explaining what to do first, where to find important information and who can act.

Understand what's in place, make a start on what's missing and help the people closest to you find what they need when the time comes.

Try Estate Kit free for 7 days

No credit card required.

Try Estate Kit free

For more information on provincial differences, what happens when someone dies without a Will, and how to choose between a lawyer and an online Will service, read Estate Kit's Make a Will Month guide for Canada.