Guided digital Estate Kit
Know what to organize, what you may be missing and what to tackle next, with step-by-step guidance tailored to your situation.
Start your Estate Kit.
Everything you need to organize your affairs, make the key decisions, and prepare the people who may one day need to step in.
CAD $199first year, per person
Renews at $99/year · cancel anytime
- Guided digital Estate Kit
- Physical portfolio, shipped free
- Trusted-person access plus executor and Power of Attorney roadmaps
- Estate-planning tools and ongoing updates
30-day risk-free guarantee
CARP ApprovedInstitutional-grade securityBuilt and hosted in Canada
Under 20 min
to get the essentials down
2 years
of family access after a passing
0 documents
needed to start today
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
Getting started
You don't need to have everything ready before you start.
⚡ In a hurry? Express setup gets the essentials in place fast, and phone document scanning turns paper into uploaded documents in seconds.
- 1Start with what you already know.Answer a few guided questions; no documents needed on day one.
- 2Your physical portfolio arrives.A home for originals, IDs, ownership records and keys.
- 3Add information and documents as you go.Build your Estate Kit at your own pace.
- 4Invite trusted people and set access.Decide who can access what, and when.
- 5Keep it current as life changes.Update in minutes; we check in every six months.
What's included
Everything you need to get organized now and prepare your family for later
Physical Estate Kit portfolio
Keep original documents, IDs, ownership records, keys and other important physical items together in one organized place that's easy to find and grab when needed. Shipped free.
Controlled access for the people you trust
Choose exactly who can access each part of your Estate Kit and when, so your information stays private today but is available to the right people when they need it.
Executor and Power of Attorney roadmaps
The people stepping into your shoes don't just receive a pile of information. They see what they've been asked to handle, the information relevant to them, and a clear roadmap for what to do first, next and later.
Estate-planning tools
Work through important decisions before they become urgent, from choosing executors and Powers of Attorney to beneficiaries, planning gaps, and what to discuss with your lawyer.
Two years of included access after a passing
Your executor and trusted contacts keep access for two full years at no additional charge, so they can focus on settling your affairs, not on renewing a subscription or losing access to what they need.
Estate-planning tools
Organize what you have. Make better decisions about what comes next.
Estate Planning Insights
Identify gaps and build a personalized action plan, with a tracker for the decisions you make along the way.
Help Me Choose
Compare potential executors, Powers of Attorney and guardians, and make a confident, documented decision.
Who Gets What
See your beneficiary decisions together and catch anything that doesn't match your intentions.
Lawyer-ready summary
Nine sections compiled straight from your Estate Kit, so a legal meeting starts with advice instead of an hour of fact-finding.
Coming soon
Probate and tax calculator
Estimate provincial probate fees and the taxes that can arise at death, and see whether your estate would have the cash to cover them, or whether something would have to be sold.
Estate Kit
Tap any section to see what goes inside it.
Useful today
A better way to manage important information, starting now.
One searchable home for important information, with less reliance on filing cabinets, paper, your cellphone and your memory.
One place to update accounts, documents, contacts and wishes as life changes.
Easier tax season and professional meetings, with everything your accountant, lawyer or advisor needs already organized.
Ready in an emergency. Grab your portfolio and go, with digital access to your information from anywhere.
An organized PDF export of your whole Estate Kit, whenever you want it.
Pricing and renewal
Get set up for $199. Stay ready for $99 a year.
Year one
CAD$199Charged once. Includes the physical portfolio, free shipping, and full access.
Every year after
CAD$99Billed once a year, in advance. The equivalent of $8.25 a month.
No monthly billing. Cancel any time before your renewal date.
What your renewal keeps working
- Your information current. Update anything, whenever something changes.
- Everything securely accessible. Organized and available when you need it.
- The people you trust connected. Linked to your Kit, with the access you chose.
- Your plan from going stale. Six-month check-ins prompt a review.
- Your executor and POAs prepared. Their roadmaps stay connected to them.
- Your family covered after a passing. Two full years of access, no extra charge.
Decide not to renew? Your information is still yours. Download everything as an organized PDF, with your uploaded documents, before your subscription ends.
The physical portfolio
A place for the things you keep in physical form.
Your life is both digital and physical. Estate Kit brings both sides together into one organized system, a single source of truth for your affairs.
- Original Will
- Property documents
- IDs
- Ownership records
- Keys
- Other originals
Included with every Estate Kit. Shipped free.
How access works
You decide who sees what, and when. Nobody needs your login.
Every role's access follows your life state: the people you name, from your spouse or partner to your executor, Power of Attorney or substitute decision maker, see only the sections their role needs, only when their role is active. Each dashboard explains what is visible and why, so there are no surprises for you or for them.
After a passing, your executor and trusted contacts keep access for two years at no additional charge while the estate is being settled.
You decide every setting
- Spouse or partnerAccess now
- Power of AttorneyIf you become incapable
- ExecutorAfter death
- ChildSelected info only
Security
Private, protected, and under your control.
Your information stays yours
Export your information at any time, or close your account whenever you choose.
Protected in Canada
Canadian hosting, 256-bit encryption, and security controls aligned to SOC 2 and PIPEDA.
You control access
Trusted people see only what you choose to share.
For deeper security detail, visit our Trust Center.
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.
Estate Kit gets you to organize and plan for all the important decisions you need to make. It's so much more than a checklist; it creates a full roadmap that leaves you feeling like you've been responsible, for yourself and your family.
Sanjil S.
Chartered Professional Accountant (CPA, CA)
As someone who relies on checklists and processes, Estate Kit is exactly the product for assembling and building an estate portfolio for my parents and myself. During an emotional time, having everything compiled in one location is worth its weight in gold. As my good friend Jimmy used to tell me, I'd rather be looking at it than looking for it. Estate Kit ensures I'm looking at it and not for it.
Cameron C.
Executor of his father's estate
Still need a Will or Powers of Attorney?
A legal Will is not included with Estate Kit. Estate Kit helps you organize your affairs and work through the decisions. When you're ready to create or update your legal documents, take the path that suits your situation: work with a lawyer, or create legally-valid documents online through our Willful partnership. Either way, your documents become part of your plan.
Going the lawyer route? Your lawyer-ready summary means you arrive prepared. Choosing online? Estate Kit members save 20% at Willful.
Start your Estate Kit now
CAD $199 first year, per person. Renews at $99/year.
Try Estate Kit risk-free for 30 days. Covered by our 30-day risk-free guarantee. .
FAQ
Still have questions?
No. Every person's estate is its own legal entity, even within a marriage or common-law relationship: you each have your own Will, your own executor, your own accounts and your own wishes. That's why each Estate Kit belongs to one person, with their own access settings. You can give your spouse or partner view or edit access to your Estate Kit as a trusted person, at no extra cost, so they can see it or help you complete it. Want to get organized at the same time? Purchase two or more Estate Kits together and save 15% on each.
No. You can build your Estate Kit before or after making a Will. It's designed to work alongside your legal documents, not replace them, and the built-in tools help you work through decisions before you meet a lawyer or use an online Will provider.
Your information is yours, and it's never held back. If you choose not to renew, your access continues to the end of your paid term, and before it ends you can download everything as one organized PDF along with your uploaded documents. If you cancel within your first 30 days, the 30-day risk-free guarantee applies and access ends once your refund is processed, so download anything you need first. If you close your account, your personal information will be deleted or de-identified in accordance with our retention practices and applicable law.
You invite your executor in advance and choose what they can access and when. They create their own login when they accept your invitation, and they never need yours. Today, they see only what you've chosen to share; full executor-level access opens only upon your passing. In the meantime, a dedicated dashboard walks them through the executor role, so they can prepare.
No. After a passing, your executor and trusted contacts keep access for two years at no additional charge while the estate is being handled.
Your information is protected with 256-bit encryption on Canadian servers. Estate Kit is PIPEDA-aligned and is built to SOC 2 standards. You keep ownership of what you put into your Kit. For full details, visit our Trust Center and Privacy Policy.
Yes. Estate Kit is built for Canada, excluding Quebec, and the guided experience is tailored to your province.
The portfolio included with your subscription is designed to work with the digital plan and is not sold on its own.