Estate Kit

Welcome to Estate Kit

Give your heirs clarity, not chaos.

Estate Kit is an estate planning platform for families in Canada, helping you build a clear, trusted plan and peace of mind for the people you love.

Older couple smiling, representing peace of mind from estate planning
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See Estate Kit in action

A quick look at how Estate Kit helps you build a clear, trusted plan and peace of mind for the people you love.

What we do

Don't leave your loved ones with questions.

Estate Kit gives your family the roadmap they need, organized, trusted, and secure, for when it matters most.

Grandparent holding a baby

Make Your Wishes Clear

Give your family a clear roadmap, from final arrangements to cherished keepsakes, so nothing is left to interpretation when it matters most.

Person gardening outdoors

Save Time and Stress

Organize all your important documents and instructions in one secure, searchable place. No more hunting through drawers at the worst possible moment.

Three generations of family together

Create Your Legacy

Share meaningful messages and ensure your values live on. Your guidance, your voice, preserved with clarity and care for generations to come.

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

I had no idea how much was involved in estate planningโ€”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 that arise when someone passes away. Everything was clearly laid out in an easy-to-follow format, making the process far less overwhelming than I expected. Most importantly, it gave me peace of mind knowing I've done everything I can to make things easier for my family and ensure they're taken care of.

Stacey R.

Mother of 3

I didn't realize there was so much to think about. 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

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

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

Guided Decision Making

Tools to help you plan with confidence.

Guided assessments and scoring tools that turn uncertainty into a clear, personalized plan of action.

Estate Readiness Assessment

Answer 12 questions across four pillars of estate readiness and get a personalized score that shows exactly where your plan stands and where the gaps are. Your results guide you to the sections that matter most.

Scoring Tool: Help Me Choose

Making the right choice for Executor, POA, and Guardian is hard. These guided tools help you compare up to 3 candidates, clearly and confidently.

5 minute activity

Choose an Executor

Compare up to 3 people to act as your Executor or Power of Attorney for Property. Make a confident, documented decision.

Choose an Executor
3 minute activity

Choose a Guardian

Compare up to 3 people to act as Guardian for your dependants if something happens to you.

Choose a Guardian
5 minute activity

Choose a Personal Care POA

Compare up to 3 people to act as your Power of Attorney for Personal Care or Health Care Proxy.

Choose a POA

Estate Readiness

Knowledge Hub

Practical guides to help every Canadian family build a complete plan, clearly and confidently.

Visit Knowledge Hub