Simplifying life and legacy planning

We help you stay organized and ensure your trusted advisors
can give tailored advice.

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From the moment we are born, we are building a legacy. 
Young or old, many assets or just starting out - everyone has a legacy.

Life Planning and Organizing

Life and legacy planning is not just about being ready for the future but also about living in the moment. Give yourself and your loved ones the peace of mind knowing you're ready for whatever life throws your way.

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 & share your details so when the time comes, everyone is ready.

Accessibility and Sharing

You can give access to all or part of your EstateBox to the people you trust most in your life. By controlling who accesses and views your information, you have peace of mind knowing your information is being accessed by the right people at the right time.

Safety and Privacy by Design

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.


How It Works

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Guided Input

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Tailored Advice

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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.

"Estate planning is a complicated task, and it is an important responsibility that many people avoid simply because they don't know where to begin. I am thrilled that EstateBox helps to make the process more manageable and straightforward."
- Kim M.

Community Partners

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