Simple and Easy to Use
Life and legacy planning can be a complex and stressful process under the best of circumstances. Regardless of your role in the estate planning process, EstateBox makes it simple and easy to access and share details so when the time comes, everyone is ready.
Stay Connected
With EstateBox everyone involved in the estate planning process will have consistent communication with each other, leaving nothing to fall through the cracks. Life is busier than ever, and EstateBox allows everyone to work at their own convenience.
A Secure Way to Share What Matters
EstateBox is built upon a framework that proactively embeds privacy and security into the design and infrastructure of our platform. Your information is encrypted using military-grade encryption and other industry-leading technologies.
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Future-proof Your Estate Plan
Estate planning is stuck in the paper, pen and filing cabinet world, while all other aspects of life from grocery shopping to banking have progressed into the digital world. Use EstateBox to bring your future planning wherever life takes you.
How It Works
Guided Input
Tailored Advice
Be Organized
We collect your key details that allow us to guide you as you create your individualized workflow.
We work with lawyers, accountants, and wealth managers to ensure our product delivers tailored advice based on your needs.
Be Organized
We take the chaos and stress out of estate planning by keeping you organized with our intuitive and easy to use platform.
Community Partners
