A clear path to estate readiness
A secure digital vault accessible from any device, so nothing important gets lost.
A thoughtfully designed physical organizer for your Will, policies, IDs, and essential records.
Control over who sees what and when, from your executor and power of attorney, to advisors and loved ones.
Personalized guidance based on your province and family situation.
Lawyer-ready organization to help reduce avoidable legal admin time and costs.
30-day risk-free guarantee. Cancel anytime.
CARP Approved
Optional legal add-on
Create legally-valid documents online through our Willful partnership and bring them directly into your Estate Kit plan.
Why Estate Kit
Legal documents are essential, but your family also needs a clear, actionable system. Estate Kit bridges the gap between having a plan and your family being able to follow it.
Key contacts, accounts, and instructions are organized so your family knows exactly where to start when they need it most.
Your executor, power of attorney, guardians, and advisors each see only what they need, when they need it. Role-based permissions and life-status triggers keep sensitive details private until the moment they're required.
Whether you're completing a digital Will or meeting with a lawyer, Estate Kit helps you arrive prepared with your key choices mapped out and your questions clearly defined, reducing time and cost.
In their words
I had no idea how much was involved in estate planning—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
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
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
How it works
Bring your key documents, accounts, contacts, and wishes into one secure system.
Define who can see what, and when, so your executor and POA can act with confidence.
When life changes, your family gets clear guidance instead of confusion and delays.
Preserve what matters
A Will gives legal authority. Estate readiness gives your family a clear plan for what to do, where to find everything, and who can act when it matters most.
