Estate planning made simple and secure.
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.
Enter your CARP Membership ID at checkout to claim your exclusive offer.
Estate planning vs. estate readiness
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.
Estate Kit helps you work through the decisions, organize what you'll need, and prepare for the legal process.
Estate Kit organizes what your documents can't hold and prepares the people who may need to act.
Start with your financial picture.
One of the first questions your executor will need to answer is: what did you own, what did you owe, and where can it all be found?
Our free Financial Information Inventory is a simple template that walks you through your accounts, assets, debts and insurance, with space to note where each one can be found.
Estate Kit replaces scattered folders, documents and information with one organized system you can actually use in everyday life.
Every service provider, their contact information, and the maintenance and access instructions that currently live only in phones and memories.
Current medications and the ones you don't tolerate, your history ready for every appointment, and each doctor, specialist and pharmacy contact.
Care details, schedules, and the portals and logins that keep their lives running.
The slips, statements and receipts your accountant asks for, ready in one place.
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.
A new account, a new address, an updated Will: change it once and everything stays current.
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
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
Claim your CARP member offer
20% off your first year, applied to your order at checkout. Here’s how it works.
Go to the subscription page
Click the “Claim my CARP member offer” button below to go there.
Click “Start your Estate Kit”
You’ll answer a few quick questions, like who it’s for and your province.
Enter your CARP Membership ID
Enter it at checkout to apply your 20% CARP member discount.
Try Estate Kit risk-free for 30 days. Cancel anytime.
Not sure where you stand? Take the free Estate Readiness Assessment — twelve quick questions, about two minutes.
Take the free assessment